Performed due diligence and portfolio analysis to manage investment risk and ensure appropriate level of fund performance• Communicated directly with company management on a regular basis to gather financials, credit documents, analyst research and other information• Utilized financial models to perform investment analysis and valuations using discounted cash flow and public market comparables• Performed credit and trend analysis for a $190 million portfolio using Bloomberg Terminals

• Collected and analyzed data using M.S. Excel, Tableau, and multiple AWS platforms for multiple projects simultaneously, identifying outstanding problems within the current business process• Derived actionable insights through complex data analysis, formulating strategic suggestions and improvements to current business operations• Created visuals, reports, and dashboards to relay findings and implemented solutions through collaboration with cross-functional teams at multiple levels of management

• Consolidated and analyzed data to search for optimal markets, streamline commercial process, and improve client out-reach strategies by collaborating with peers in a fast-paced, dynamic, and intense environment• Established proficient skills in using Microsoft Excel, Word, and PowerPoint• Utilized Cleerly's AI platform to analyze commercial data while factoring in demographic/geographical variables to find optimal markets for company's growth, coordination between the Commercial and Business Development team to establish contracts in targeted areas resulting in Cleerly's growth into five new major markets• Developed and Implemented clientele development strategies and foster long-lasting relationships, resulting in establishment of relationships with over 50 clients• Increased daily business activity by 40% throughout a three-month period executing effective business development strategies, process streamlining, strong communication, and dynamic team collaboration