Perform business valuations for purposes including estate planning, M&A consulting, ESOP, and more.Completed valuation assignments for entities ranging from small family partnerships to multi-billion dollar revenue enterprises.

• Mentor group of analysts through an equity research project

• Analyze financial performance of public firms in order to perform equity valuation using several valuation methods (intrinsic and relative)• Utilize Bloomberg Terminal software to research financial and economic data• Monitor and evaluate the competitive environments for a variety of industries• Analyze company and industry news, quarterly and annual reports, and their respective SEC filings (10-K, 10-Q)• Forecast future free cash flows to construct a DCF model in order to value the firm’s equity• Create and present attractive and informative PowerPoint presentations to a group of fellow analysts, portfolio managers and faculty• Generate recommendations that contribute to the allocations of the fund’s >$1M in AUM

• Bloomberg Market Concepts certification

• Collaborate with lenders and mortgage companies to review mortgage documents• Communicate with lenders and auditors within and outside the company to ensure compliance • Calculate and prepare escrow and P&I amortization information from source documents • Awarded ‘Rising Star’ in 2020 for high achievement