• Developed and implemented a Better Momentum Strategy utilizing percentile metrics of 1-month, 3-month, 6-month, and 1-year price returns to select high-quality momentum stocks, achieving a top percentile ranking for selection and optimizing portfolio performance• Qualified a quantitative value investing strategy by integrating multiple valuation metrics (P/E, P/B, P/S, EV/EBIT, EV/GP) using Python, including data retrieval via API, advanced data cleaning, and percentile-based ranking to identify top 50 value stocks• Built a sentiment analysis program leveraging LLMs and ChatGPT-4 to generate sentiment insights from provided text and information, enhancing data-driven decision-making

• Analyzed and contributed to the largest student-run investment groups, managing Bentley's current $1.2 million portfolio• Prepared stock pitches based on the researched financial statements, calculated key performance indicators, EBITDA, Rate of Return, Cashflow, for multiple companies in the Communications and Technology sector

• Performed market research on the emerging segment within the sustainability and environmental, social, and governance (ESG) financial sector, identifying leading drivers of growth, investment trends, and risks, of emerging startup companies• Worked together with 5 other externs, to research funding stages, organizational structure, debt modeling, EBITDA, and future projected trends of start-up companies with a market cap of less than 10M in the ESG sector• Developed a research report on 3 companies, including the ESG investment trends, highlighting key company information such as recent acquisitions and Long-Term Debt, therefore advising Colton Alexander on opportunities for growth and investment within the ESG sector, using PowerPoint and Excel