Software & Security

Support deal execution through preparation of management presentations and marketing materials for team covering the technology sectorPerform various financial analyses, including: discounted cash flow, leveraged buyout, merger analysis, trading and transaction comparables, and operating modelsProduce internal financing memorandums for capital markets and principal investment committee review

Performed various financial analyses, including: operating models, borrowing base availability, interest rate sensitivity, and credit analysis.Supported underwriting and deal execution through preparation of prescreen memorandums, credit approval packages, and internal financing memorandums. Monitored client financial performance, borrowing base availability, and loan covenant compliance to mitigate the risk of losses

2013 President's Cup Champions

Assisted clients by supporting FactSet applications and creating custom FactSet models, screens, and automation routesTraveled weekly to offer on-site consultation, as a consultant on accounts in Eastern Canada, to assist clients with project work, conduct training, and streamline workflowsConducted analysis on client accounts to facilitate strategic planning and to document account healthWorked with clients in all areas of finance, including investment banking, portfolio analytics, quantitative analysis, fixed income, economic analysis, real-time quotes or news, and data warehousing.

Worked with Encompass team providing financial services to high net-worth clients Assisted account managers with estate planning, portfolio management, and tax preparationPrepared financial documents and presentations for clients

Coordinated with local companies to identify significant issues influencing the marketProvided advisory services to entrepreneurs, including strategy development and implementationPerformed detailed case studies on local companies to highlight areas in need of attention

Cultivated strong interpersonal skills through direct client interfacingAssisted clients with Scottrade’s trading platforms and account managementParticipated in a six week trading simulation with other interns

Gained well-rounded private wealth management experienceAssisted financial advisors with asset allocation for client accountsConsolidated and summarized investment research and reports