Ann Anish

Executed evaluating potential investment opportunities by leading and attending 70+ prospective client meetings; asked targeted due diligence questions and documenting key metrics such as IRR, AUM, maximum volatility, and investment process, to inform capital allocation decisions. Performed comprehensive fund analysis by calculating monthly ROI to derive annualized returns and key performance metrics—including maximum drawdown, standard deviation, Sharpe ratio, Alpha, Sortino ratio, Beta, Calmar ratio, Treynor ratio, R², and IRR—enhancing the team's ability to assess risk-adjusted performance and make data-driven investment decisions. Engaged over 500 prospective clients through targeted outreach, including cold calls, follow-up emails, and networking at investment events, to identify qualified leads and foster mutually beneficial relationships aligned with the company's strategic growth objectives.

Asset Management Intern - KJLK & CO. - San Francisco

(2025-06)

• Executed evaluating potential investment opportunities by leading and attending 70+ prospective client meetings; asked targeted due diligence questions and documenting key metrics such as IRR, AUM, maximum volatility, and investment process, to inform capital allocation decisions.
• Performed comprehensive fund analysis by calculating monthly ROI to derive annualized returns and key performance metrics—including maximum drawdown, standard deviation, Sharpe ratio, Alpha, Sortino ratio, Beta, Calmar ratio, Treynor ratio, R², and IRR—enhancing the team's ability to assess risk-adjusted performance and make data-driven investment decisions.
• Engaged over 500 prospective clients through targeted outreach, including cold calls, follow-up emails, and networking at investment events, to identify qualified leads and foster mutually beneficial relationships aligned with the company's strategic growth objectives.

Government Relations Intern - UNITED STATES GLOBAL LEADERSHIP COALITION - Washington, DC

(2024-01 - 2024-05)

• Summarized and developed 15+ reports on economic, financial, and policy impacts of congressional hearings and legislation related to international affairs, government investments, trade, and national economic well-being to inform team members on the political movements within the country.
• Monitored congressional activity by tracking 200+ daily social media posts by senators and representatives in order to compile 2 weekly reports on financial and economic sector movements.
• Analyzed government investments by creating 10+ data visualizations, assessing future investment trends, and potential economic profitability to better understand the future economic well-being of the country.

Non-Profit Intern - MY EDEN VOICE - Washington, DC

(2023-05 - 2023-08)

• Conducted in-depth research and performed a comprehensive analysis of 23+ charts and graphs, focusing on evaluating the impacts of ESG investing within marginalized and underdeveloped communities in order to emphasize long-term financial growth and economic stability.
• Collaborated with 5 District Supervisors to advocate for tenant rights by organizing a Town Hall on renter protections, food, and job security to promote sustainable developments and general well-being in unincorporated California.
• Tracked local government movements by monitoring legislative amendments and policy changes, compiling detailed reports to present to non-profit leaders, and collaborating with non-profit organizations to gain deeper insights on economic and social challenges affecting marginalized and underdeveloped communities.

Bachelor of Science - Economics and Finance - THE GEORGE WASHINGTON UNIVERSITY, Columbian College of Arts and Sciences (2027-05)