Conduct macroeconomic analysis to inform bond trading decisions, resulting in optimized portfolio performanceCollaborate with peers and mentors to enhance fixed-income knowledge and skillsDevelop financial models to forecast market trends and support investment strategies

Manage over $1.2M for a 200+ member chapter to budget for house operations, philanthropy, and discretionary funds.Use Excel and Method daily to update income statements, balance sheets, expense reports, and review documents.Meet with Frat Management weekly to discuss cash management, resulting in a 20% growth in discretionary funds.

Maintained strong client relationships with Private Equity firms, Venture Capital firms, and Hedge Funds.Recruited and interviewed top investment bankers and buy-side analysts for prestigious finance positions.Utilized Canva and Python applications to update websites, job postings, and filter candidate resumes.

Optimize spending, budgeting, and organization of office supplies, events, and payroll to ensure maximum efficiency.Visit clients to assess financial situations, provide estate protection advice, and serve as a witness for legal signings.Create project management dashboards containing charts, graphs, and models to improve office workflow by 33%.

Conducted due diligence and financial analysis of AI startups that resulted in the presentation of 10 research memos.Evaluated key aspects of startups including market positioning and business models to assess the potential for success.Sourced six Series A startup deals and pitched Coefficient, a Generative AI productivity tool, for a $10M investment.

Operated ATVs with precision, ensuring safety protocols were adhered to, showcasing a commitment to risk management and attention to detail.Held responsibility for the well-being of participants, demonstrating excellent decision-making and crisis management skills.Shadowed in budgeting and spending sheets, gaining exposure to financial management processes and showcasing an eagerness to understand and contribute to fiscal responsibilities.Certified in Height Safety by Synergo and First Aid/CPR by the National CPR Foundation

Worked in a fast-paced restaurant environment, honing time-management and multitasking skills crucial in any dynamic workplace.Collaborated seamlessly with team members, fostering a cooperative work environment and contributing to efficient service delivery.Demonstrated adaptability by fulfilling various roles, showcasing versatility and an ability to handle diverse responsibilities.Assisted in maintaining inventory levels and managing stock, exhibiting a basic understanding of supply chain dynamics and resource allocation.

Founded and operated an independent tutoring serviceEffectively communicated complex mathematical and physical concepts, fostering a deeper understanding among students.Implemented creative teaching methods to make abstract concepts more accessible, emphasizing problem-solving skills crucial in finance.Monitored and tracked student progress, demonstrating a commitment to continuous improvement and accountability.Cultivated a positive and encouraging learning environment, promoting confidence and motivation among students.Managed scheduling, invoicing, and administrative tasks independently, exhibiting organizational and entrepreneurial skills.