-Evaluation of new investment opportunities through business analysis and financial analysis (Financial Modeling, DCF, LBO, Comps analysis)-Creation of investment memos-Management of existing portfolio companies-Participation in company board meetings

-Created an integrated, dynamic 3-statement financial model for the financing of new a film production company--Income Statement consolidated 25 independent revenue and expense timelines (each representing one of 13 different film P&L cycle scenarios), each beginning at different months across a 60 month period--Model featured NOL calculations and debt "waterfall" payments for up to 7 tranches of debt-Worked closely with senior management of both Fort Point and the film production company in modifying assumptions-Managed expectations as I balanced my course work with consulting project

-Coordinated, negotiated the purchase of, and managed a Vending Machine for the fraternity, expected to have a time-value adjusted payback period of 4 months-Created and outlined 3 simple, effective fundraising initiatives expected to be put in place by January 2013-Created a sophisticated, user-friendly budget template for the Treasurer and new Finance Chair using modeling techniques learned at Morgan Stanley

- Managed the financial activities of the fraternity, preparing a budget of $144,000 in close collaboration with the Finance Committee- Delegated tasks to the Finance Committee to accomplish specific weekly goals, cutting waste by over $7000 and increasing efficiency- Coordinated marketing efforts and rush activities in conjunction with the Rush committee, resulting in a 50% increase in membership

-Created financial models, company profiles, research reports, and pitch books for over 25 publications -Completed a full analysis of a hypothetical acquisition of an investment bank, including an accretion / dilution analysis, an operating model / DCF analysis, and valuation matrix ("football field")-Demonstrated effective time management by balancing multiple deadlines, prioritizing key deliverables, and managing expectations

-Constructed company overviews, industry overviews, and company comparisons for over 15 potential investments, totaling $687 million-Prepared historical and projected financial models of potential portfolio acquisitions, accounting for capital structure considerations, macroeconomic conditions, and relative value-Recommended additions to the company portfolio, out of which four were considered and one was added to the portfolio-Analyzed a credit agreement to evaluate the creditworthiness of a potential portfolio acquisition, highlighting potential credit concerns-Prepared a comprehensive presentation on entry into the High Yield Mutual Fund market for the Portfolio Manager, only intern entrusted with this responsibility

-Acquired knowledge of a broad range of securities and financial advising strategies and completed my FINRA Series 7 Registration-Spearheaded a financing project for a firm acquisition, soliciting over 20,000 angel investors through various networking websites-Created a presentation for the President of the firm on time-saving excel macros and smartphone capabilities

-Supervised a team of coaches to coordinate practices, games, and work schedules-Pioneered new, more appropriate game plans and strategies in collaboration with coaches and players, increasing the number of team wins by 40% from past years-Communicated information to parents, players and staff in effective, audience-specific ways, resulting in unparalleled improvements in team morale and performance