Joshua Balan
Administrative Consultant at Evercore
- Role
- Administrative Consultant at Evercore
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Joshua Balan
Proactive, client-focused professional with a proven record of executive communication…
Experience
Administrative Consultant
Jan 2025 — Present · New York, NY, US
Manages expense submissions, client meetings, and compliance requests for Tech and Healthcare Equity Capital Market Senior Partners- Coordinates client contact/background information through Salesforce platform- Arranges international travel in AMEX Travel and documents through Concur- Effectively documents budget requests and conference arrangements in STAR and Meetmax platforms- Maintains and distributes Deal Codes to allocate budget expenses across Workflow of team bankers.
Education
Stony Brook University
English
Skills
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Sales
- Powerpoint
- Customer Service
- Photoshop
- Social Media
- Leadership
- Management
- Retail
- Research
- Microsoft Powerpoint
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