Help A Non Target Future Back Office Temp

Hey guys, currently interning in WM. I've been here for a a few weeks now and decided to try and add "substance" to my resume, the only catch is that I'm not too eloquent so it sounds dumb.

Here's a brief description of the 2 bullets I want to add, if anyone has any suggestions as to how to word this I'll really appreciate it

1st Bullet - I called clients and had web based meetings to walkthrough the new portal we were switching to, which has a customizable dashboard and detailed reports on everything. This completely eliminated having to manually mail out the quarterly reports. I also designed the template for our online quarterly reports

2nd Bullet - I do the morning mutual fund/ETF updates in Excel. Essentially, we look at the momentum of different sectors and decide the trades based on a relative and absolute basis (if that makes sense). We use an "active management" approach, aka market timing with technicals

 

To be successful in business writing, take 60% of the original words out of your final statement.

Example: "Essentially, we look at the momentum of different sectors.... blah blah blah"

-Gauging sector trends for valuable trades

Take the bullshit out of your statements. Bankers see right through it.

 

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