- Reviewed and performed analysis on potential investments using company/fund CIMs, financials, and DCF & LBO models to create presentations to evaluate potential co-investment opportunities, active equity acquisition candidates, or investments in Private Equity, Venture Capital, or PE/growth funds- Researched and assessed industries based upon market and global trends, competitive dynamics, prototypical business models, and technological innovation in the aid of portfolio construction for the next 5 years of the firm which led to a more organized business model for Investar Financial- Tracked incoming opportunity updates and communicated them to the investment committee in weekly meetings, analyzed and executed capital calls, and communicated investment exits to the firm

During my time at GP Mobile I worked with Power Bi to create a financial dashboard to display the financial status of the company as a whole. This dashboard along with multiple reports displayed data from the P&L and Balance Sheet company wide as well as a few covenant reports as well. This projects was presented to GP Mobile executives, and then implemented into their daily routine for checking on the status of the company.

Created in depth scouting reports for the Analytics department of the Rice University Baseball team using a software called Synergy. This led to directly aiding the team to create game plans for the upcoming matchupThese reports varied from scouting reports on an opposing team leading up to a Rice Baseball game, or on Rice's team itself.Attended and recorded statistics at Rice University baseball games to assist the baseball coaching staff in competition preparation for future games, as well as stat recording for those games

At GP Mobile, I worked as an intern for the Director of Business Intelligence. During my time there, I learned all relevant financial analysis concepts and financial ratios to analyze other companies in relation to GP Mobile, compared GP Mobile T-Mobile stores to those that belong to corporate T-Mobile, and used Knime 3.5.3 and another software to create algorithms for the company to use to predict what devices or accessories they should have in inventory by analyzing what people buy company-wide.

Worked as an intern and worked with the Chief Investment Officer to study and analyze various funds and companies that could be or are already clients, give small presentations about them, and write thorough investment memos. I also shadowed a managing director and helped him with some live trades at the company, and presented to managing director and CIO on the financial status of potential clients and fundsI also worked with Bloomberg Terminals for stock and investment analysis, leading to potential and secured investments by the company