Joined J.P. Morgan Asset Management in the alternatives team after completing 3 month internship. Responsible for covering illiquid alternative investment strategies which included: commercial real estate (debt and equity), private credit (direct lending, special situations, and infrastructure debt), and transportation (aircraft leasing and maritime shipping). • Responsible for presenting an overview of market trends, key drivers of portfolio risk factors, performance attribution, and liquidity monitoring across all institutional client portfolios on a periodic basis to portfolio managers and senior members of the oversight / investment committee• Responsible for working alongside Research & Quant teams to identify severity to PnL given shifts in economic, market, demographic trends, political policy, and risk factors. • Spearheaded the development of the stress testing framework for commercial mortgage loans through modeling of economic/market factors (i.e. cap rates, rent growth, CPPI, etc), property attributes (i.e. prop subtype, tenant occupancies, underwriting criteria, etc), and loan attributes (rate, LTV, Balloon, IO, etc) to derive default, prepay, and severity in order to assess potential credit loss across various adverse market scenarios. Worked with PM, Quant, and Research teams to calibrate scenario assumptions and assess impact to current portfolio holdings and introduced portfolio analytics for this asset class. This framework allowed us to assess the PnL impact of the decrease in demand for retail/office properties during Covid which led to a broader repositioning across JPMAM CRE and CML portfolios.• Became a mentor in the new hire Python analyst training program, instructing cohorts of 400+ employees over a 3 month training period on the fundamentals of pandas, tensorflow, numpy, and their applications in finance and econometrics.• Led technology initiatives to productionalize code in asset management processes w/ engineering

I was accepted into the Miami University Student Managed Investment Fund (SMIF) which is a sub advisor to the university endowment. Under the supervision of our faculty advisor, I was responsible for researching companies within the medical equipment industry and providing coverage alongside 3 other students on the broader healthcare sector.• Initiated coverage on the broader health care sector and provided a weekly market recap and analysis of company news flow that may affect the share prices of coverage companies and key sector peers including: trends in outlook reports, developments in regulatory affairs, opinions of research analysts and on-campus medical professors regarding upcoming basic clinical trails/research & development areas• Built a fully automated valuation model (DCF, Comps, Precedent Transactions, LBO) using Bloomberg Query Language in MS Excel for $SYK which was later templated and used across other sectors within the fund.• Published an in-depth company analysis on Stryker Corp ($SYK) with key areas of the report being trends in medical device manufacturing, health trends within American demographics and their influence on product channels, market size & penetration, competitor analysis, financial summary (including valuation), market/regulatory risk factors, and a qualitative assessment of management. • Pitched Stryker Corp ($SYK) to the investment committee resulting in an investment of $2000 and realized a holding period return of 9.5%.