Technology, Media & Telecom

Member of the Personal Trust Investment Group, which was responsible for managing and allocating assets of personal trusts. Analyzed risk-adjusted performance metrics (alpha, standard deviation, Sharpe ratio, information ratio, etc.) for investment products to improve returns and asset mix for $2B book of portfolios. Assembled and proposed portfolio recommendations during client meetings to suggest preemptive, performance related, or client requested changes thereby strengthening client relationships and satisfaction.

Member of the Personal Trust Oversight Group, which was responsible for for overseeing Morgan Stanley’s personal trust department to ensure ongoing compliance with regulatory and internal policies as well as anticipating and resolving issues that impacted any aspect of the business. Developed and re-engineered multiple business processes to streamline the business and improve efficacy.

Sourced and managed company clients for equity-based lending business focused on publicly trade micro cap firms. Conducted initial due diligence on prospective clients based on financial statement and comparable analysis. Provided summarized findings to managing partners to improve rate of successful deal flow.

Researched new and evaluated current store locations to assess market strength and potential of relocation while working closely with the director of the department.Headed initial research into Eastern European markets – researched market saturation and sustainability with the intention of expanding into new markets in several Eastern European countries.

Assessed various project options from a financial perspective to help the director develop, plan, and execute a major renovation of one of their primary buildingsCoordinated meetings with many project contributors including architects, agents, public officials, etc. Initiated research into Eastern European market demographics for potential investments into the development of several projects.Acquired general understanding of a full service real estate investment firm.