-Created preliminary research reports evaluating potential investments, firms, and GP's-Helped create and spot check fund reports for LP's-Reviewed quarterly reports, financial statements, and cash flows to update reports on current investments

-Helped interview prospective borrowers to obtain critical property, management, and borrower details for possible transactions-Assisted in loan sizing decisions and overall risk assessment prior to loan application utilizing Fannie Mae and Freddie Mac multifamily underwriting guidelines-Coordinated with loan originators and helped negotiate favorable deal terms

-Worked with the Human Resources department and helped file W-2 tax forms for company workers-Shadowed upper management and learned important tactics in corporate finance and management-Collaborated with the Commercial Real Estate department utilizing Excel spreadsheet analyses-Underwrote and evaluated loan propositions from prospective clients, utilizing DSCR, to determine credit worthiness and further revenue opportunities-Learned the importance of client relations, and how to put client needs at the forefront