Analyst

• May 2023 - Present

Investment Banking Fall Analyst

• Aug 2022 - Dec 2022

-Jordan, Knauff & Company, LLC provides investment banking services. The Company offers equity and debt private placements, corporate financing, and valuation advisory solutions. JKC aims to provide the best available investment banking services to Middle-Market Companies, the entrepreneurs who lead them, and the financial entities that transact with them. Services offered are selling companies, strategic business services, acquisition advisory, and raising capital -As an investment banking fall analyst, I was involved in all aspects of transactions such as financial modeling and due diligence -Performed industry research for the warehousing & storage industry Show less

Investment Banking Summer Analyst

• May 2022 - Aug 2022

-Acquired by Origin Merchant Partners -InterOcean Advisors is an independent investment bank focused on the manufacturing sector. InterOcean advises on mergers and acquisitions, private capital sourcing of both debt and equity, and other financial advisory transactions. Their client base includes, among others, private and public companies, family-owned businesses and investment funds -As a summer analyst, I was staffed on multiple interesting deals, providing comparable screening, transaction screening, buyer screening, and valuation material for companies that were looking to be sold. -Worked on a summer-long project creating an industry report for the automobile guided vehicle (AGV) industry. -Learned about sell-side analysis within manufacturing Show less

Investment Banking Extern

• May 2022 - May 2022

-Lincoln International is a leading middle-market investment bank that provides advisory services to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. -As an Investment Banking extern, I was one of 9 candidates selected to participate in a case study competition analyzing a manufacturing company that was looking to be sold -Learned about the pitch process and created a presentation to be presented to senior bankers -Sell-side analysis and advisory included examining future growth plans of the company, benchmarking the company to their competitors (public companies analysis), created a set of strategic and financial buyers, industry analysis, precedent transactions analysis, and discounted cash flow (DCF) modeling Show less

Investment Banking Spring Analyst

• Feb 2022 - May 2022

-Pendo Advisors is a value-driven boutique investment banking services firm focused on providing institutional quality business valuation advisory and corporate finance solutions to clients in the lower and middle markets. Pendo Advisors delivers exceptional outcomes by leveraging capital markets, business valuation, and transaction experience from $5.0 million in transaction size to Fortune 500 and multi-billion dollar private equity deals -As an Investment Banking Spring Analyst, I was focused on employee stock ownership plans (ESOPs), and mergers and acquisitions (M&A) -Performed public company analysis, M&A analysis, and industry analysis -Analyzed various companies within a specific industry to determine a weighted average cost of capital (WACC) to aide in a discounted cash flow analysis (DCF) -Mainly focused on the construction and manufacturing industries Show less

Vice President | Head of Portfolio Management

• Nov 2021 - May 2022

-The Rambler Investment Fund is an investment club that gives students real-world investment experience by allowing them to invest real capital in a broad range of financial assets-As the VP of Portfolio Management, I was in charge of managing a portfolio worth $1.3 million. Students would pitch investments to be contributed to the portfolio and I would assist in determining portfolio allocation based on current market trends and portfolio capacity-Managed a team of 16 people to help increase engagement for the portfolio management team, allocating each individual to focus on a specific sector Show less

Senior Analyst

• Mar 2021 - Nov 2021

-As a Senior Analyst in the Rambler Investment Fund, I was required to pitch securities to be part of our $1.3 million portfolio-Created an economic analysis reports for the United States, India, and Japan, analyzing the inflation rate, consumer confidence, housing starts, currency fluctuations, and geopolitical risks-Pitched Johnson & Johnson, where I analyzed the company based on current and historical financial trends, product end markets, company management, industry & economic trends, and growth drivers (including vaccine development). Financial modeling included public comparables and dividend discount modeling-Created a fully-integrated three-statement model for Siemens AG to complement a discounted cash flow model (DCF) with a bear, base, and bull case analysis Show less

Private Equity Intern

• Sep 2021 - Nov 2021

-Naimad Capital is a HVAC and plumbing investment group with the goal of advancing mergers and by acquiring over $1 billion in assets throughout the USA -As a Private Equity intern, I was involved in all aspects of sourcing and transaction processes including screening, due diligence, and modeling -Analyzed the hvac and plumbing industry to engage profitability for potential companies looking to sell -Analyzed company financial statements in order to create diligence questions and form investment view Show less

FP&A Intern

• Sep 2021 - Nov 2021

-Analyst Intelligence creates forecasting and analyst techniques. Apps are created so that FP&A teams are able to spend more time on analysis -As an FP&A intern, I performed profit & loss analyses and profitability presentations of CVS Health, reporting directly to the CEO -Created line by line income statement projections to analyze profitability within the company -Analyst Intelligence creates forecasting and analyst techniques. Apps are created so that FP&A teams are able to spend more time on analysis -As an FP&A intern, I performed profit & loss analyses and profitability presentations of CVS Health, reporting directly to the CEO -Created line by line income statement projections to analyze profitability within the company

Business Development and Strategy Intern

• Jan 2021 - May 2021

-SuperWorld is a virtual world mapped onto the real world, with plots of virtual real estate available to collect as NFTs. Users can buy or sell properties and create opportunities to monetize their land in the Metaverse -As a Business Development & Strategy intern, I outreached to NFT artists and AR developers to gain exposure to SuperWorld and to increase their audience outreach -Recommended strategies to further improve the outreach efficiency and increase engagement with the app -Sold over $5,000 worth of virtual land to investors Show less