- Work directly with a team of wealth managers providing equity, private equity, and fixed income research and monitoring. - Prepare hundreds of research reports on potential new and currently owned equity, private equity, and fixed income investments to augment portfolio management decisions.- Respond to daily requests for information regarding current investments and provided ad hoc analysis on individual equities and credits in response to client and wealth manager queries.-… Show more - Work directly with a team of wealth managers providing equity, private equity, and fixed income research and monitoring. - Prepare hundreds of research reports on potential new and currently owned equity, private equity, and fixed income investments to augment portfolio management decisions.- Respond to daily requests for information regarding current investments and provided ad hoc analysis on individual equities and credits in response to client and wealth manager queries.- Analyze internal and external data sources, including proprietary firm reports and quarterly and annual filings, to identify risks and trends in individual company performance relative to peers. - Attend information-gathering seminars, analyze government issued reports, and write weekly market updates to develop firm-wide macro-level views and investment themes for portfolio construction and idea generation.- Meticulously lead due diligence efforts into selecting third-party private asset managers, with a focus on avoiding underperforming managers and strategies, particularly in commercial real estate. Show less

nCino is the Worldwide Leader in Cloud Banking. - Created $65,000 of additional annual billing opportunities by analyzing customer data in Salesforce, ERP data, and hundreds of source contracts for missing sources of revenue. - Conducted an internal audit of a book of revenue opportunities acquired during nCino's acquisition of Visible Equity, a subsidiary.- Improved forecasting for performance prior to the firm’s IPO by ensuring completeness and accuracy of the underlying data… Show more nCino is the Worldwide Leader in Cloud Banking. - Created $65,000 of additional annual billing opportunities by analyzing customer data in Salesforce, ERP data, and hundreds of source contracts for missing sources of revenue. - Conducted an internal audit of a book of revenue opportunities acquired during nCino's acquisition of Visible Equity, a subsidiary.- Improved forecasting for performance prior to the firm’s IPO by ensuring completeness and accuracy of the underlying data. - Prepared spreadsheets, graphs, and other visuals in Excel for easy presentation of financial data to supervising manager and work group. Show less

Bridges USA is a youth empowerment and social justice organization.- Wrote a policy proposal for increased youth representation that was signed by the Shelby County School Board.- Developed foundational skills in teamwork and communication by collaborating with all levels of the organization due to flat structure of Bridges.- Researched best practices in school systems across the country.