- Discovered investment opportunities in electric heavy-duty truck market, synthesized findings and reported to VP to pitch a new engagement proposal, leading to initiation of a new project in July 2024.- Conducted research and analysis of 20 private companies to prepare business reports for venture capitalists, private equity, and hedge funds; analyzed data to guide investment strategies for 10 clients.- Identified needs and creating requirements that include data needs, metric definitions and calculations; constructed and executed SQL queries and participated in reviews of physical data models and related technical details.

- Analyzed financial allocation and lifestyle demands of over 100 high-net-worth individuals to conduct customer research for targeting and positioning and developed sales presentations for senior managers.- Verified sales data of 6+ sales territories to identify gaps measured against quarterly sales targets; created 300+ SQL queries and 20+ pivot tables for analyses in Excel to monitor customer behavior.

- Planned and managed 6 teammates in areas of process management, data management, reporting, and e commerce; delivered bi-monthly presentations to clients via PowerPoint.- Collaborated closely with Directors and screened potential business strategies and opportunities by identifying deal requirements and evaluating firm's resources.