- Promoted to Portfolio Manager as an undergraduate, responsible for supervising 25+ analysts covering 8 sectors- Present weekly portfolio updates assessing fund performance, contribution analysis, trade orders, and factor tilts

- Provide mentorship and resources to first year students for educational, professional, and personal growth- Build a safe and inclusive residential community by implementing community standard guidelines

- Assist Babson’s Accounting Faculty by hosting 5 tutoring sessions every week- Help students understand accounting concepts and prepare them for quizzes and exams

- Guide BCF analysts to develop robust and accurate financial models for various industries- Review analysts’ financial models before their pitches to identify and resolve any modeling errors

- Selected out of 30+ candidates to invest $5 million of college endowment with an objective to outperform S&P 500- Built industry primers, 10-page initiation reports, and valuation models to pitch ideas to endowment committee- Awarded Babson College Fund Analyst of the Year award for exemplary research, modeling, and pitching skills

- Lead a 13-session instructional program to increase Babson students' potential of receiving IB internship offers- Teach students about research methods, security analysis, report writing, financial modeling, pitching, and more- Share IB application process knowledge and prepare students for behavioral and technical interview questions

- Train Babson students on a host of financial applications such as Bloomberg, FactSet, Capital IQ, and Pitchbook- Host multiple educational workshops and seminars every semester to teach finance related topics to 100+ students

- Won local (Boston) and sub-regional (Eastern US) challenge, placing in top 40 teams globally out of 1,250+ teams- Developed a 10-page research report on BJ’s Wholesale Club with a BUY rating and an intrinsic price target of $105- Conducted extensive primary research, surveying 200+ customers and performing basket and proximity analysis

- Led the sector team to organize workshops, speaker events, and opportunities for 800+ members - Networked with alumni and industry professionals to invite them for club events

- Pitched 5 equity investment opportunities to investment team, generating a cumulative 45%+ YoY return- Interacted with 20+ CEOs and CFOs to analyze business models, industry trends, and M&A growth opportunities- Consolidated portfolio from 35+ holdings to 15 core high-conviction holdings by incorporating ‘Kelly Criterion’