Conducted in-depth analysis on financing histories of over 50 prospective clients across various sectors to identify macro trends and capitalize on market opportunities for equity financings and direct listingsProduced comprehensive summary and analysis tear sheets of prospective clients, showcasing market and stock data, financing history, and relevant news to strengthen pitchesAnalyzed company valuations using comparable public companies and precedented transactions; Synthesized comparative company lists used in comparable public company and precedented transaction valuations, target lists, and client outreach lists, contributing to deal origination and executionDeveloped and delivered impactful pitch books, teasers, investor presentations, and internal committee memoranda for potential and existing clients, providing critical insights to aid stakeholder decision-makingCollaborated with bankers and clients to perform business, auditor, legal, and intellectual property due diligence for over 10 equity financings covering various sectors to assess companies’ strengths and weaknesses

Evaluated, analyzed, and reported on the performance of existing preferred equity portfolio, including cash flows, occupancy rates, and expenses, to provide insights to senior management and identify potential areas for improvementReviewed property financial statements, rent rolls, leases, and other documentation for due diligencePrepared quarterly and annual reports for internal and external use, including portfolio summaries, performance metricsMaintained valuation models and databases to ensure the accuracy and completeness of data

Tracked, managed, and analyzed the annual executive budget of $100,000; implemented and applied cost-saving strategies to orginization’s operating expenses ensuring operational efficiencyRaised $217,000 in organizational revenue using an online payment platform, improved post-covid collection rate to 85%Advised and supported other fraternity officers and committees to plan and execute events and programs within budgetDesigned and prepared weekly, monthly, and yearly financial reports and presented them to the executive board

Enhanced Ascendix-Re CRM system with over 500,000 prospective leads, 150 listings, and 50 deals; utilized Ascendix to create email campaigns, and contacts lists for broker engagementSourced, researched, and recorded potential deal opportunities with clients and properties using Co-Star and LandvisionTrained, supported, and collaborated with brokers and staff on CRM usage, features, and benefitsDeveloped real estate financial models based on profit & loss statements; provided models for key decision-making and proposals for offering memorandums to real estate investors

Managed income-related operations for mutual fund accounts, such as dividends, distributions, interest paymentsProcessed daily payment volumes and verified payment information ensuring all deadlines and requirements were metResolved income discrepancies and exceptions by researching and communicating with internal and external partiesPrepared and distributed daily operational and standard reports to aid stakeholder decision making

Analyzed, researched, and implemented the core principles of project managementDesigned and presented a standardized project management template to be used throughout the global departmentCollaborated with and presented to fellow interns on in-depth reports on the fixed-income asset class and mark

Conduct research on various topics that include Holocaust Studies, Leadership Development, and Behavioral Economics; using historical documents for featured presentations, classes; and essaysAnalyze articles and develop session outlines for student and faculty seminars Prepare questions based on research to assist the development of classes, lectures, speeches, and essays

Executed sales, marketing, and analysis of prospective clientsInterviewed applicants and submitted applications to credit analysts for verification and underwriting Analyzed potential loan markets and identified opportunities to source loans and financial servicesCoordinated non-performing loans and assisted in loan workouts and restructuring to maintain benchmarks

Assisted with player development in areas such as individual skill, discipline, sportsmanship, and teamworkDeveloped and implemented tactical strategies during games