Advise senior committees, trustee boards, and executive leadership on strategic investment decisions, ensuring alignment with organizational objectives.Collaborate with investment managers across diverse sectors and global markets to drive portfolio performance and optimize investment strategies.Resolve complex operational and execution-related inquiries with efficiency and precision, supporting seamless decision-making processes.Engage independently with clients to present data-driven recommendations, fostering strong relationships and trust through expert rapport-building.Contribute to business development, preparing and delivering compelling pitches as part of a cohesive team, securing new opportunities and partnerships.Specialize in advising pension clients, operating foundations, hedge funds, and cryptocurrency investments, providing tailored financial solutions.

Collaborate with the investment team to evaluate investment managers’ portfolios and effectively address client requests and inquiries.Deliver comprehensive investment and capital markets research, analysis, and tailored advice to a portfolio of approximately 20 clients, supporting informed decision-making.Collect and analyze historical asset allocation, spending patterns, and performance data to drive insights and optimize client portfolios.

Create detailed exhibits, investment recommendation memos, and other presentation materials to support strategic decision-making and effectively communicate investment insights to stakeholders.

Oversee the management and strategic allocation of a one billion dollar endowment, ensuring optimalinvestment performance and compliance with objectives.Conduct thorough due diligence, meeting with and analyzing prospective fund managers at various stages of investment to provide comprehensive evaluations and recommendations.Leverage interactive data visualization tools to enhance internal data usage and streamline decision-making processes.Support the execution of approximately $600 million in real estate sales, followed by the development of a strategic procedure to reinvest newly acquired funds into the portfolio.Present market trends and insights to executive leadership, driving the development of more efficient in-house system management solutions.Evaluate investment portfolio performance, recommending adjustments to maximize returns and align with long-term goals.

Legal Research: Utilized online and print resources to help attorneys in cases where further information and research is needed.Train: Helped organize and prepare for two (large, two week long) trainings attended by newly hired attorneys.Assist: Was used as a resource by many attorneys in the office who needed an extra hand with cases, research, documentation, etc.Organize/ Plan Workshops: Acted as a person of contact between places such as the Orange County Coroner, Orange County Sheriff, and Orange County Crime Lab to set up and attend tours for other legal interns and law clerks.