Investment Analyst

• Jun 2023 - Present

o Chosen among 19 students to manage a $500k portfolio, utilizing valuation and astute judgment for diverse investments in fixed-income and domestic sectors. o Utilizing the Bloomberg Terminal to conduct research on the U.S. and international markets. o Researching domestic equities across the 11 GICS sectors, for strategic asset allocation. o Acquiring advanced valuation expertise, including Discounted-Cash-Flow models, and Dividend Growth models, for precise security analysis and valuation assessments. Show less

Accounts Payable Assistant

• Sep 2023 - Present

o Assisting AP to ensure accurate financial records for University clubs and departments. o Reviewing purchase orders, disbursement requests, and deposits using Excel, Great Plains & OnBase. o Assisting AP to ensure accurate financial records for University clubs and departments. o Reviewing purchase orders, disbursement requests, and deposits using Excel, Great Plains & OnBase.

Treasurer

• May 2022 - Present

o Fostering learning and development in the investment industry by leading 20-30 students in technical workshops on security analysis and portfolio theory.o Facilitating networking and career development through guest speaker events, connecting students with industry professionals.o Skilfully managing a yearly budget (of $300-$2000) while ensuring transparent collection and handling of funds for membership distribution, member satisfaction, and club events.

Director of Operations

• Feb 2022 - May 2022

Corporate Bond Research Project

• Nov 2021 - Present

o Assessing agency credit ratings (Moody's, S&P, Fitch) in concentrated industries under the supervision and assistance of Dr. Anthony W. Orlando and Raphael W. Bostic. o Investigating bond issuer irregularities in credit assignments for bonds. o Utilizing platforms like WRDS, Excel, and Bloomberg. o Assessing agency credit ratings (Moody's, S&P, Fitch) in concentrated industries under the supervision and assistance of Dr. Anthony W. Orlando and Raphael W. Bostic. o Investigating bond issuer irregularities in credit assignments for bonds. o Utilizing platforms like WRDS, Excel, and Bloomberg.

Stock Pitch Competition

• Apr 2022 - Apr 2023

o Conducted equity research on META Platforms, Inc. (NASDAQ: META) as a key contributor to the Student Managed Investment Club, resulting in the initiation of coverage through a well-received sell-side research report. o Employed a top-down fundamental-based approach to analyze META Platforms, thoroughly evaluating its financial performance, market position, and growth prospects, ultimately arriving at a compelling sell recommendation. o Leveraged the Bloomberg Terminal effectively to access relevant financial data and information, supporting the investment thesis and strengthening the quality of analysis. o Gained valuable expertise in business valuation, equity research, ESG considerations, and investment writing throughout the process. o Participant of the 2022 SPC competition researched NVIDIA (NASDAQ: NVDA) and was awarded 4th place. o Winner of the 2023 SPC competition o META report was selected to advance for the second round which was a presentation to faculty of the college of Business and ultimately being awarded first place. Show less

Research Scholar

• Aug 2021 - Aug 2022

o Participated in graduate and professional development workshops for opportunities to engage in university research. o Participated in graduate and professional development workshops for opportunities to engage in university research.

Crew Member

• Jun 2018 - May 2020

o College part-time employment from 2021-2023. o College part-time employment from 2021-2023.