- Manage the foreign currency and interest rate hedging program across credit, private equity, and infrastructure asset classes globally, delivering risk-adjusted fund returns by mitigating the impact of currency movements and enabling diversification of investments in foreign currency-denominated assets- Negotiate bilateral ISDA contracts with 30+ financial institutions enabling the execution of $100+ billion in derivatives in the over-the-counter (OTC) markets- Collaborate with portfolio management, investor relations, fund accounting, consultants, legal counsel, and operations to centralize banking relationships, facilitating strategic decisions to increase capital commitments and negotiate favorable terms in financing deals

- Assisted in the development and implementation of personalized investment strategies for high-net-worth clients- Maintained and updated customer relationship management (CRM) databases to enhance client service and retention- Participated in client meetings and conference calls to discuss portfolio performance and strategic adjustment

- Led the utilities sector investments of a $650,000 equity portfolio, utilizing fundamental analysis techniques including DCF, comparable company, and precedent transaction analyses- Conducted comprehensive market research and prepared macroeconomic and industry reports to support stock pitch recommendations

- Demonstrated ability to teach students from diverse backgrounds, and tailored lessons to meet individual needs

- Led multiple deal origination initiatives for acquisition candidates in the lower middle market- Created one-page briefings using Confidential Information Memorandums to summarize investment highlights for senior executives- Managed development of CRM and sourcing database through tracking underperformingbusiness units and companies that fit the firm’s investment criteria

- Supported the Founder and Chief Executive Officer of Fyxt, a Series-A ($4mm) funded software company specializing in net-lease property management, by participating in strategic financial meetings, assisting with the fundraising process, capital allocation planning, and investor relations.