• Underwrote and confirmed financial models and valuation analyses to support the origination and execution of investments in social and energy infrastructure.• Prepared opportunity proposals, summaries, and other materials that detailed investment overview, risk analysis, and return scenarios for presentation to team leadership and the firm’s Investment Committee.• Conducted independent research on energy market futures and coordinated due diligence with third party consultants to build go-forward pricing forecasts for potential investments.

• Developed investment strategies across FX, commodities, and fixed income markets to support requests from senior strategists, clients, and internal trading desks.• Utilized Bloomberg and other financial databases to compile large data sets, extract novel insights, build charts, and write actionable analysis for distribution amongst hedge funds, institutional investors, and internal traders.• Ran morning meeting for Boston and London trading desks detailing key market movements, changes in investor positioning, economic releases, and their aggregate influence on both spot and futures markets.

• Researched macro-economic trends with a focus on financial markets and monetary policy andcollaborated with other team members within their respective disciplines.• Built a custom economic model in Excel to forecast our proposed policy changes.• Composed a PowerPoint detailing our final policy proposals along with supportive key findingsand presented to The Peterson Foundation and the Boston Federal Reserve.

• Conducted financial assessments of potential development projects across New England todetermine investment viability.• Researched and wrote New Market Tax Credit and ARPA funding applications with support ofeconomic studies, financial models, and policy conformance reports.• Owned financial assessments, development progress, permitting, and cost assumptionupdates during weekly company meetings.

• Utilized SQL and Google BigQuery to build new automated databases and resources for finance, marketing, and creative teams that replaced outdated processes.• Evaluated company’s current marketing approach and identified a higher revenue generating and long-term customer engagement strategy.• Performed statistical analysis on customer engagement to update marketing strategy.