- Leveraged Excel (VBA, Macros), Python (Pandas, Algorithms) and SQL to understand and manipulate client data to advise decision making, identify investment opportunities, mitigate risk, design new processes for data management, etc. - Designed a future state data management and entitlement architecture model for a Fortune 100 company in the financial services sector to reduce frictions and improve overall efficiency

- Developed a risk management dashboard that assisted in managing total positions in excess of $10 billion collectively across multiple asset classes- Risk assessment of external fiscal, and/or regulatory policy on internal business units and portfolio companies by data mapping, and leveraging new or existing technology systems for in-depth analysis- System and control implementation globally, in all lines of business ranging from infrastructure groups to investment desks, in order to create a consistent, company wide approach to risk analysis and mitigation - Perform and assist in internal data privacy audits and determine whether there is need to alter policies, procedures, or systems to maintain compliance- Liaise with other organizations (“processors, “controllers” and vendors) that process data on our behalf to ensure “privacy by design” at all internal and external levels

- Analyzed deal implied value of proposed $20+ Billion merger offer using a multi-scenario, probability weighted, hybrid approach based off of current stock price of target company- Valued portfolio investments in excess of $1 Billion using Market, Transaction and Discounted Cash Flow Approaches- Constructed and updated DCF and Market Approach excel models through the implementation of VBA Macros on base templates- Creation and maintenance of fund specific waterfall accounting spreadsheets while assisting on various other technical accounting projects

- Risk assessment of various domestic and international regulations and policies and their predicted effects on the overall corporation as well as individual, downstream, business units- Design and implementation of an impact analysis test that highlights key themes and policies specific to individual pieces of regulation on a country specific level, company specific level, and business unit specific level- Cross-functional leadership with other business units to pull-in all the necessary data needed to run, and report on, the impact analysis test

- Quantitative, and qualitative, research reports that proposed new discretionary or thematic investment ideas to the investment professionals.- Daily market analysis and due diligence, as well as meeting with various bulge bracket banks and institutions to better understand their specific businesses.- Aggregated all the necessary information the traders and researchers use on a daily basis to assist in building a system that streamlines accessing and disseminating that specific data.