Capital Markets Group• Equity-Linked Origination• At-the-Market Offerings

• Assisted analysts and associates in the preparation of materials for clients on strategic, financial, and valuation considerations regarding proposed or ongoing convertible security financings and at-the-market (ATM) offerings• Pitched a multi-product capital raising solution for a distressed public company to a panel consisting of Managing Directors from various financial products within the Capital Market group and the Head of Capital Markets• Supported the Convertible Securities and ATM teams in additional ad-hoc capacities to improve process flow

• Managed investments for the Healthcare and Utilities sector within the approximately $14.00 MM student-run hedge fund comprised of private investor capital, while targeting the goal of outperforming the S&P 500• Created weekly, monthly, quarterly, and annual reports of company-specific events and macroeconomic trends to monitor investment patterns and to form an understanding of market movements to refine investment theses• Researched potential holdings and compile company valuations using fundamental analysis, discounted cash flows, and comparable analysis from a variety of sources including FactSet, SEC filings, and the Bloomberg Terminal

• Collaborated directly with Managing Directors to create new ways to increase cash flow yields from existing investment pools of outstanding income share agreements• Compiled and aggregated client data from various contracts to drive decision making through data analytics• Shadowed CEO daily for business development within the internship program