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

  1. Administrative Consultant

    Evercore

    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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Joshua Balan — Administrative Consultant at Evercore in Brooklyn, NY, US | Unifers