- Buy Side Due Diligence + Functional and Operational Strategy for PE portfolio mid-cap companies- Pricing Strategy (Portfolio Comp. ARPU max.) -> Top U.S. PE- Buy Side Due Dil. (pre-Acquisition, EBITDA check) -> Top U.S. PE- Transformation (Portfolio Comp. Optimization) -> Top U.S. PE- Migration Management Strategy Proposal -> Top U.S. Telco

- M&A Advisory- Performed Due Diligence, created cap tables, pitch books, and PP slides to cover disparate types of transactions- Conducted market research to create an add-on acquisition proposal for a PE firm as part of the M&A strategic advisory efforts- Worked under the direct supervision of an MD

- Digital Process Optimization / Transformation- Independently spearheaded restructuring outdated systems equipped to defend against stochastic input- Leveraged SQL, Alteryx Analytics Automation Platform to provide front-to-back automation solutions- Eliminated 330 hours / year of execution and training time, resulting in headcount savings to the firm- Inquired the stakeholder about the intricacies of the function to ensure the output adequately answers business questions, structured the end product to optimize UI/UX, spearheaded research, development, testing stages

- Infrastructure M&A | Energy, Utilities, Resources (EU&R)- Directly edited the financial model for the raise of >1B in capital for the construction of a combined cycle generation facility- Created output metrics, made edits to the CIM before distributing to investors- Participated in the Financing Feasibility analysis of a battery storage project with the agenda to optimize proforma IRR and bring the project to a financial close- Implemented a set of market consultant assumptions for the scenario analyses- Worked under the direct supervision of an MD

- Digital Process Optimization / Transformation - Drafted a proposal for Data School workflow synchronization process with a mathematical proof of concept, built an Alteryx ETL pipeline to automate the process of storing data in SQL- Led Data School event coordination in the Americas region, built an interface for an internal BI education system in NovoEd- Facilitated a smooth internal transfer of the team’s MVA by transforming his accumulated knowledge into user-friendly decision trees and diagrams with disparate problem-solving instructions, adapted by the firm to optimize efficiency and training time of future employees- Worked directly under the Global Head of Data School

- Economics Theory, Applied Mathematics & Programming- Applied the Conjugate Gradient algorithm and the Finite-Difference Method in Python from scratch to solve for the dollar value of the firm as a function of capital with the stochastic depreciation rate- Wrote the code for the Conjugate Gradient algorithm, and Finite-Difference Method from scratch to approximate single variable derivatives in Python- Worked under the direct guidance of Professor Hansen

- Quantitative Family Office / Venture Capital (Ex-BCG, MIT, Princeton founders)- Conducted Due Diligence of a B2B SaaS company to meet a tight deadline- Created market research deliverables- Uncovered financial / operational problems as leverage in negotiating board seats, prepared discussion materials for the MD, improved the Term Sheet template, later adapted by the firm- Worked under the direct supervision of an MD