Post Road Equipment Finance is a middle market direct lender providing senior secured, first-lien loans or leases ranging from $5 million to $75 million. Founded in 2017, Post Road has an approximately $1 billion portfolio and has funded over $2 billion since their inception.- Assisted in the presale pipeline curation through company and sponsor due diligence, financial analysis, and preparation of materials for the Investment Committee, culminating in over $125 million in invested deals- Developed and implemented a Python program to assist in monitoring over 1,000 prospects through S&P ratings updates, and created a Monte Carlo simulation using Python to assess portfolio risk across 10,000 economic scenarios- Presented data-driven analysis on relative approval size to senior leadership ultimately leading to board approval of increased average deal size

Utilized Excel to provide detailed analysis and reports of variable annuity data. Directly interacted with asset managers including BlackRock and Fidelity, delivering key VA sales insights while gaining experience with both equities and fixed income funds. Took initiative creating 40+ hours of annual time save by automating recurring reports using Excel.

Successfully created and pitched organic qualified leads for a demand response product. Used a variety of avenues for sourcing leads including internet research as well as scouting satellite imagery, entered data using Google Sheets and Salesforce CRM.