Securitized Products - CRE Warehouse Financing

• Teaching Assistant for 70-110: Business Computing• Guided students through lecture content, assigned work, and technological issues during weekly office hours• Supervised quizzes and exams as well as graded projects and assignments for 110+ students

• Established guiding investment theses and long-term strategies for student-run equity fund that manages more than $70,000• Coordinated weekly coverage of market news and trends to better inform active short-term management of the portfolio• Led analysts through the process of generating investment ideas, conducting fundamental analyses, building financial models, and developing valuations for weekly stock pitches• Successfully passed 60% of pitches in previous role as a Portfolio Manager, outperforming the market by 20% on averagePresidentPortfolio Manager - Financial Institutions Group (FIG) GroupPortfolio Manager - Technology, Media, and Telecommunications (TMT) GroupAssociate Portfolio Manager - Financial Institutions Group (FIG)Analyst - Technology, Media, and Telecommunications (TMT) GroupAnalyst - Consumer Discretionary Group

• Conducted ESG screenings, performed due diligence, and developed financial models to identify and evaluate a variety of public and private investment opportunities for clients• Analyzed the investment philosophies and goals of clients in order to produce meaningful diagnoses of their portfolios• Interacted regularly with the founder and participated in business meetings with partners and clients

• Created Wise401(k), a client-focused financial tool that comprehensively diagnoses and provides recommendations on employees’ 401(k) plans

• Performed due diligence on potential investment into an educational technology startup• Collaborated with a team of analysts to produce a 24 page investment memorandum analyzing the startup’s business model, competitive differentiators, and financial projections after a recent shift in the firm’s core business strategy• Conducted a comprehensive investigation into the educational software space with a focus on the competitive landscape and industry outlook following the coronavirus pandemic

• Developed quantitative models to identify the best investment opportunities within 4 US senior housing market segments