Fundraising and Investor Relations

Business Development• Assessing new, technology focused tools and working to find the best available options that can advance our business making decisionso Includes utilizing Business Intelligence tools such as Domo and using R to analyze data• Creating new ways to access data in order to better analyze both our company’s performance and our portfolio companies’ performance• Communicating with internal parties to help develop the ideas that will generate projects that can further improve business functions• Working to use technology in order to make internal reporting more efficient and automated• Projects as they come up focused on new developments within the firm, maintaining/curating data, data structure, and data insights, and other ad hoc requestsAnalytics• Working with public and private company comparables in order to better see how our portfolio companies are performing against their industries• Working with CFO and team to develop consistent reports related to fund and team performance • Other ad hoc requestsFinancial modeling/management support• Modeling revolving around any of the following:o New investmentso Follow-on investmentso Company valuationo Exit planning• Supporting finance team on an as needed basis whether it be for daily, monthly, quarterly, or ad hoc tasksSpecial Reports • Assist with portfolio review, advisory board, and annual meeting decks

• Worked alongside 3 portfolio managers on a quantitative long-short equity market neutral hedge fund, focused on the S&P 500 and Global ETFso Performed daily tasks including monitoring and improving trade execution code, performance analysis, and position reconnaissanceo Assisted with multiple research projects, most notably focusing on media sentiment and earnings-based modelso Designed new performance analytics suite utilizing R-Shiny Studio and PSQL databaseso Maintained database/curated data from 3rd party and internal sources for trading indicatorso Participated in weekly Research Meetings, learning more about the quantitative landscapeo Developed code for a variety of solutions utilizing MATLAB, R, Bash scripting, SQL, and Python

• Gained knowledge of the Venture Capital field while working alongside Fund Managers and the CFOo Created various Financial Models for portfolio companies (Cap Table, Waterfall, OPM, etc)o Assisted with LP Audit Requests, Capital Calls, and Distributionso Assisted with creating and reviewing Portfolio Reviews for auditorso Many ad-hoc projects revolving around increasing efficiency and automation for reporting

• Gained knowledge of the Fixed Income market by working with the multi-sector Fixed Income team• Worked directly with 2 portfolio managers on mortgage portfolio management decisionso Created and updated various financial models regarding Agency MBS instrumentso Updated and maintained database of mortgage analyticso Provided daily reporting on positioning, market pricing, and relative value opportunitieso Monitored performance of accounts and calculated real-time profits and losses on tradeso Performed stress test and scenario analyses in different market environmentso Communicated with Wall Street counterparties on trade idea generation and assessment

• Learned software skills while experiencing working at an international corporate company• Worked on a team of 14 on software for a trading platform used at high level finance firmso Practiced Agile software development while a part of the Wealth Management solutions teamo Primarily coded in Java and SQL