Experience

Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Investment Operations Associate

  • Apr 2023 - Present

  SMA Team- Developed automations for new account processing and termination using UiPath Studio.- Completed recurring procedures, analysis, and report to support the life cycle of 13,000 investment accounts.- Assisted with in-depth training for new interns and PGS members on daily tasks and responsibilities.- Recorded training videos in Microsoft SharePoint to help document team procedures.

• Investment Operations Co-op

  • Jan 2023 - Mar 2023

  SMA Team- Processed daily cashflows for client deposits, withdrawals, and tax harvests, using excel macros.- Communicated with external sponsors and internal sales team to deliver accurate investment related data.



Yum Properties LLC

• United States
• Real Estate

• Assistant Property Manager

  • Jan 2023 - Present

  Commercial Properties - Assisted in preparing 2 commercial lease contracts for business clients, increasing property revenue by $30,000. - Inspected property conditions and reported any issues to the property manager, vendors, and tenants. - Managed and updated annual property CAM expenses of $90,000 for the years of 2022 and 2023. Commercial Properties - Assisted in preparing 2 commercial lease contracts for business clients, increasing property revenue by $30,000. - Inspected property conditions and reported any issues to the property manager, vendors, and tenants. - Managed and updated annual property CAM expenses of $90,000 for the years of 2022 and 2023.



The Krause Fund

• United States
• Banking
• 1 - 100 Employee

• Equity Research Analyst

  • Jan 2022 - May 2022

  Real Estate Sector - Conducted industry and company research in the Real Estate Sector for the Krause Fund ($800K equity portfolio) - Built robust financial models using discounted cash flow, economic profit, relative valuation, and dividend discount analyses. - Presented Buy/Sell recommendations to the Fund’s advisory board, and worked with the research team to determine final selections and portfolio weightings. Real Estate Sector - Conducted industry and company research in the Real Estate Sector for the Krause Fund ($800K equity portfolio) - Built robust financial models using discounted cash flow, economic profit, relative valuation, and dividend discount analyses. - Presented Buy/Sell recommendations to the Fund’s advisory board, and worked with the research team to determine final selections and portfolio weightings.