• Assisted in capital raising activities of 200M+ in transactions within the energy and transportation sectors.• Built a model for a $1B+ asset manager allowing for comprehensive analysis of multiple debt structures across different asset types, resulting in a $100M+ fund offer.• Started a new business initiative to source clients in high growth sectors, managing analysts and interns, as well as leading introductory phone calls, resulting in over 5 new clients for the firm.• Wrote a confidential information memorandum for investors regarding a $50M+ private placement, leading to an offer and closure for the transaction.• Developed a custom model for an approximately $100M bank portfolio buyout; investors complimented the model as being highly technical, assisting in their investment decision making process.• Wrote a white paper for an $80M+ shipping facility through research on legal issues surrounding maritime vessel repossession for lenders.

• Partnered closely with Equity Derivative Sales and Trading groups to drive efficiency and reduce risk for the trading of Equity Swaps, Variance Swaps, and OTC Options.• Implemented a new trade allocation process with one of the firm’s high valued clients through communication with multiple internal groups, including trading, IT, prime brokerage, and various senior officers of the firm.• Managed the client relationship from platform on-boarding and executing documentation to streamlining processes.• Responded to any client inquiries regarding equity derivative positions, trading details, reporting, as well as any ad-hoc requests.

• Hedge fund advisory and due diligence for clients, advising approximately $1 billion in holdings• Created exposure models of hedge funds detailing sector, strategy, sensitivity, liquidity, and risk allocations.• Wrote a quarterly report assessing a hedge fund’s performance, positioning, and market outlook for investors.• Participated in meetings and phone calls with hedge funds to determine current positions, performance, and analysis behind various strategies.

• Allocated an over $6M budget to Cornell student organizations

• Developed an investment strategy for the firm.• Created a brochure to be given to potential investors detailing differences between typical asset allocations and the allocation of the new strategy.