Schroders Capital Private Equity, US Buyout team

As an Associate MBA Intern at NB Group, I worked with the investment team to evaluate and conduct diligence on new investment opportunities and implement strategic initiatives at portfolio companies. I also assisted with thematic research work.

As a Summer Senior Associate at Traub, I worked with the investment team to evaluate and conduct diligence on new investment opportunities and implement strategic initiatives at portfolio companies. I also helped research thematic trends to help source potential investment opportunities within the lower middle market consumer landscape.

As an Associate at abrdn, I worked with the US Private Equity team to conduct diligence on and invest in US lower middle market private equity funds, co-investments and secondary investments. I also assisted with business development efforts.

As a Private Wealth Management Analyst, I worked alongside 2 sales teams to implement and monitor investment portfolios for ultra high net worth clients, maintain a superior level of customer service and analyze portfolio performance. I also worked with the regional management team to measure and track office-level KPIs.

As a Campus Manager, I served as the sole representative for University Tees at Dartmouth College. I was responsible for the entire sales process include product advertisement, design, pricing and sale. I increased sales by 16% during my first term as Campus Manager.

As a Private Banking Summer Analyst, I spent the first half of the summer working alongside a sales team, researching investment trends and analyzing available investment structures to devise a sample, moderate-risk portfolio. I spent the second half of the summer working alongside the Alternative Investments product team, helping to craft internal updates for the hedge fund and private equity offerings.

As a Public Relations Intern, I worked alongside the Consumer team to implement strategies and programs for clients by creating and expanding media contact lists, researching candidates and experts for marketing initiatives and drafting externally facing pitches to be sent on behalf of clients.

As an intern with the Integrated Marketing Department, I implemented strategies to promote the 3.5M subscriber-base magazine to readers and gather subscribers. I also helped draft entertainment guides for employee use.