Investment Banking Summer Analyst

• Jul 2023 - Present

• Perform all aspects of analysis and due diligence including synthesis of SEC documents, statutory statements and earnings calls; developed robust forecasting models to predict cash flows, operational and financial metrics, and performed comps analysis, DCF valuation, precedent transactions, merger modelling, and LBO • Perform all aspects of analysis and due diligence including synthesis of SEC documents, statutory statements and earnings calls; developed robust forecasting models to predict cash flows, operational and financial metrics, and performed comps analysis, DCF valuation, precedent transactions, merger modelling, and LBO

Account Manager

• Nov 2021 - Apr 2023

Senior Account Executive

• Sep 2020 - Sep 2021

• Conducted market analysis to identify industry needs and pain points, and assessed new opportunities with banks and lenders • Managed ongoing and screened potential deals, while enhancing the sales cycle and growing the client portfolio • Led the construction of Salesforce and workflow design to improve sales forecasting and operations processes • Supported the executive team in streamlining the qualification process, managing the sales team, and onboarding clients • Conducted market analysis to identify industry needs and pain points, and assessed new opportunities with banks and lenders • Managed ongoing and screened potential deals, while enhancing the sales cycle and growing the client portfolio • Led the construction of Salesforce and workflow design to improve sales forecasting and operations processes • Supported the executive team in streamlining the qualification process, managing the sales team, and onboarding clients

Financial Consultant

• Jun 2019 - Apr 2020

• Provided comprehensive asset and risk management strategies to both individuals and corporations • Supported clients through expert capabilities in Asset Allocation Strategies, Risk Management, Retirement and Legacy Planning, and Tax Diversification • Developed and strategized customized financial roadmap aligned with client goals and objectives • Provided comprehensive asset and risk management strategies to both individuals and corporations • Supported clients through expert capabilities in Asset Allocation Strategies, Risk Management, Retirement and Legacy Planning, and Tax Diversification • Developed and strategized customized financial roadmap aligned with client goals and objectives

Secondary Direct Venture Capital Intern

• Oct 2017 - Jul 2018

• Compiled databases of private shareholders and potential investors; ensured CRM maintenance once investor deal or product pitch is closed • Conducted thorough private technology equity research and issued notes assisting the research team in providing monthly forecasts to investors • Assisted senior partners in sourcing investors for the company’s investment vehicles • Compiled databases of private shareholders and potential investors; ensured CRM maintenance once investor deal or product pitch is closed • Conducted thorough private technology equity research and issued notes assisting the research team in providing monthly forecasts to investors • Assisted senior partners in sourcing investors for the company’s investment vehicles

Financial Analyst Intern

• Jul 2017 - Sep 2017

• Conducted due diligence on potential global and institutional investors to aid asset managers and small-cap companies • Evaluated recent transactions, allocation of funds, and exit trends in the private equity and fund management industry • Leveraged Salesforce systems to assist asset managers to efficiently utilize and manage client data • Conducted due diligence on potential global and institutional investors to aid asset managers and small-cap companies • Evaluated recent transactions, allocation of funds, and exit trends in the private equity and fund management industry • Leveraged Salesforce systems to assist asset managers to efficiently utilize and manage client data

Financial Division Department Intern

• May 2017 - Jul 2017

• Analyzed case studies on previous company projects to identify key strengths to provide data for future projects • Provided in-depth reports on the functioning and performance of the foreign exchange transactions, stocks affair, cashier, and risk management departments • Attended training sessions for each finance department and developed an analysis report • Analyzed case studies on previous company projects to identify key strengths to provide data for future projects • Provided in-depth reports on the functioning and performance of the foreign exchange transactions, stocks affair, cashier, and risk management departments • Attended training sessions for each finance department and developed an analysis report

Futures and Marketing Department Intern

• Jun 2016 - Jul 2016

• Analyzed equity, debt, and futures indexes that cumulated in a deliverable, which was presented to senior management for use in the company’s marketing materials • Conducted an industry-wide survey on competing trading platforms to identify key strengths and suggest actionable improvements to management • Analyzed equity, debt, and futures indexes that cumulated in a deliverable, which was presented to senior management for use in the company’s marketing materials • Conducted an industry-wide survey on competing trading platforms to identify key strengths and suggest actionable improvements to management