Provide recurring valuations to various investors to aid in the estimation of their investments' fair value. Through collaboration with both client deal teams and Lincoln International senior officers, analysis of legal documents and financial reporting, and tracking of industry trends in private markets, I construct comprehensive financial models to conduct analyses of private credit and equity securities, ensuring accurate and fair value conclusions. Project Management: Working as my firm's point of contact for an investment manager of ~$9 billion in private credit, I organize and manage recurring valuation projects, ensuring accurate and timely reporting in alignment with client requests.

Designed a strategic business plan for 2021-2026, focusing on core growth, operational efficiencies, and platform upgrades. Analyzed and presented all historical data and used it to build metrics and benchmarks for future expected growth across five lines of business.

Researched and ran comparative models on 5-10 portfolios daily, as well as individual ETFs for senior advisors and other supervisors throughout the firm. Analyzed portfolios quantitatively and qualitatively to help prospective clients build portfolios to fit certain needs.