• Provided stock pitches and position tracking for the long-only equity fund managing $100k+• Developed investment thesis for various energy and technology companies through business models, industry environment, risk factors, and comparable and discounted cash flow analyses• Offered weekly coverage analyzing price movements, financial results, company activities, and industry trends for specific companies in the fund’s portfolio and provided corresponding position recommendation

• Enhanced member engagement by coordinating professional workshops, guest speaker events, and networking opportunities with alumni• Managed the fraternity’s internal communication platforms to ensure members were informed, engaged, and motivated to participate in fraternity activities• Amplified fraternity cohesiveness and optimized member experiences by analyzing membership data to identify areas for improvement, collaborating with the executive board to align membership goals with the overall strategic objectives