Since 2003, Preqin is the premium source of data, insights and tools for alternative assets professionals around the globe, covering Private Equity, Venture Capital, Hedge Funds, Real Estate, Infrastructure, Private Debt, Natural Resources and Secondaries markets.

•Conducted stock pitch presentation using fundamental analysis and long-term drivers to explain investment decisions to the Executive Board, Fund Managers, and the Penn State Investment Association•Complete weekly qualitative assignments to develop skills pertaining to financial analysis, market metrics, and equity research•Attend biweekly company performance meetings for the Nittany Lion Fund, a $7.2 million equities-focused fund of Alumni assets

•Conducted analysis with Emma and IBIS database to update 150+ school districts with most recent underwriter, bond counsel, and solicitor in addition to obtaining audits, budgets, and continuing disclosure lists•Researched bonds’ advanced refutability and outstanding status, Del Val loans, and Pennvest loans to search for potential clients•Created PlanCons and presented the final information to partners, which was eventually sent to 50 current clients•Devised financial modeling templates for bank reconciliation statements to create a more efficient review process•Participated in competitive bond sales and credit ratings by facilitating conversations between Moody’s and clients•Completed an intensive Excel training boot camp offered to all interns•Actively engaged in a marketing meeting in which information obtained from the interns was presented to the rest of the company as leveraging tools for potential clients

•Interacted and provided input during internal meetings regarding future investment strategies of the organization•Examined current portfolios and assisted in designing new ones•Computed quarterly earnings as well as debt to equity ratios for approximately 300+ individual client portfolios