• Selected as a Senior Analyst of a student-run investment organization managing a long-only portfolio of ~ $1.1 mm AUM within the Boston College endowment; focusing on value investing in public securities• Lead discussions with other analysts on portfolio companies in the TMT, Consumer & Retail, and Real Estate sectors; report on M&A activity within the portfolio (e.g., Albertsons merger with Kroger)• Create stock pitches to unlock portfolio value; collaborated with fellow analysts on an MGM buy pitch in May 2023, winning by a margin of 33 to 12 at a general meeting

• Directed assessments on the competitive advantages, management teams, and growth opportunities of four small and micro-cap companies; presented equity research reports directly to CEO Brian Bares• My write-up on a radio frequency identification technology company became the only intern-contributed research throughout the summer to be passed on to BCM’s full-time investment team for further analysis

• Completed deconstructions of earnings calls and reported financial data to summarize quarterly earnings for portfolio companies; enabled the CEO to promptly reconsider investment theses after earnings reports• Conducted industry analysis on the fintech, restaurant, enterprise software, and furniture industries; discussed project status and the current state of financial markets on a weekly basis with CEO Mark Jones• Led channel checks to determine the inventory status of portfolio companies, facilitating the creation of precise earnings forecasts to inform decisions on position sizing prior to earnings releases

• Directed an analysis of equities and fixed-income securities by screening potential investments for specific quantitative metrics and financial ratios; provided institutional clients with custom-built portfolios• Researched industry trends including the emergence of SPACs and cryptocurrencies; created internal reports on my findings to keep members of the firm up to date on developments impacting client portfolios

• Prepared presentations on the state of the entertainment industry at the outset of the COVID-19 pandemic to provide marketing executives with relevant information in times of uncertainty• Applied theories of consumer psychology, such as social cognitive theory and the theory of reasoned action, to help clients better understand the behaviors and needs of their customers and users