- Participate in general and analyst meetings, and one-on-ones to hone behavioral and technical knowledge- Hone foundational investment research skills through lectures on creating and delivering stock and CIM pitches- Attend workshops and completed projects to get hands-on practice with CIMs, 3-Statement, and DCF modeling- Understand macroeconomic trends and business news through reading and taking notes of daily articles on WSJ

- Collaborate directly with the Managing Director to develop detailed financial models- Identify and analyze banking opportunities and financing options for the firm by reaching out to potential investors- Cultivate and maintain relationships with 50+ high-net-worth individuals to attract investments in ESG projects, while also reading weekly reports on private businesses in TMT, ESG, and consumer sectors- Conduct in-depth research on target companies in teams of two, contributing… Show more - Collaborate directly with the Managing Director to develop detailed financial models- Identify and analyze banking opportunities and financing options for the firm by reaching out to potential investors- Cultivate and maintain relationships with 50+ high-net-worth individuals to attract investments in ESG projects, while also reading weekly reports on private businesses in TMT, ESG, and consumer sectors- Conduct in-depth research on target companies in teams of two, contributing to strategic decision-makingprocesses and investment recommendations Show less

- Played a key role in delivering counseling-based skill development programs, aiding in the personal and professional growth of program participants.- Spearheaded the training of more than 120 economically disadvantaged youth living below the poverty line, equipping them with essential communication skills and confidence-building techniques.

- leveraged financial analysis on Excel to support investment decisions, utilizing financial modeling and market research.- Enhanced data collection formats and curation methods using Excel and Tableau, improving the efficiency and accuracy of information gathering.- Collaborated in cross-functional teams to analyze field data, assess risk factors, and contribute to investment reports for stakeholders.