Consumer & Retail

Led primary research and industry mapping efforts of lower- to middle-market industrial technology companies for emerging themes of interest including electrification and analytical instrumentsCreated multiple databooks of potential acquisition targets that involved the consolidation and modeling of financial statements in Excel spanning 5 years and other information to aid in company assessmentSpearheaded multiple sourcing projects among 8 interns that directly assisted analysts in finding potential acquisition targets and increasing firm efficiencyOrganized and logged CIMs and NDAs to increase efficiency and visibility across multiple covered sectors

Executed and led a system involving 10+ parents participating in a multi-stage structure designed to get each athlete to their races, improving swim meet efficiencyPerform coaching duties for practices and meets including teaching technique, teamwork, and leadership skills to swimmers aged 5-18

Led and coordinated various shift lengths for seven guards based on factors including number of members Resolved scheduling disputes between multiple groups and individuals over usage of aquatic facilitiesSupervised seven lifeguards in the overseeing of 150 members to ensure all regulations are followed

Plan instruction sessions for up to 10 swimmers aged 1-15.Coordinate with 8 instructors to effectively use limited pool space.Communicate with up to 20 families to schedule sessions during limited pool hours while considering other instructors' schedules.

Enforce pool rules and regulations for 150 patrons to maintain safety throughout the aquatic facilities.Inspect pool facilities, equipment, and water using various methods including chemical assessment and machine adjustment to ensure safety and usability.Collaborate with up to 6 other guards to ensure comprehensive surveillance of all aquatic facilities.

Led subject finding and editing efforts for all newsletter articles in the Markets section

Learn how to perform market research, analyze macroeconomic trends, and build financial models through weekly group rotationsWrite articles for the club newsletter on topics such as market assessment, macroeconomic trends, and personal finance

Created a databook of a potential acquisition target that involved the consolidation of financial statements spanning 5 years and other information to aid in company assessmentSpearheaded multiple sourcing projects among 8 interns that directly assisted analysts in finding potential acquisition targets and increasing firm efficiencyConducted primary research on lower- to middle-market industrial technology companies and performed subsequent industry mappingOrganized and logged CIMs and NDAs to increase efficiency and visibility across multiple covered sectors

Supervise up to 20 CITs (Coach-in-Training) in daily activities and aiding them in their development into Coaches.Organize athletic activities for up to 80 campers ages 5-14.Lead teams of up to 20 campers ages 5-14 in athletic activities designed for physical exercise and to develop values of sportsmanship and respect.