Experience & Education

Collaborated with Northern Trust's global client base, including ultra-high-net-worth individuals, institutional investors, and family offices, to deliver custody and valuation reporting for complex alternative investment portfolios.

• Asset performance analysis: Directed the reconciliation for performance of private equity, hedge fund, and real estate assets via due diligence compliant with Northern Trust's accounting principles.
• Total account audit: Managed the whole lifecycle of alternative asset performance audit reporting, delivering monthly performance audits for key institutional clients, often under significant time pressures.
• Relationship management: Served as touch point and primary liaison for relationship managers on all matters related to wire direction, external transactions, and special procedures.
• Cash flow audit: Worked with internal teams to reconcile discrepancies in asset contributions and distributions, aligning internal balances with real cash amounts.
• Internal communications: Facilitated multiple internal standard procedures involving liaising between domestic and international teams, escalating as needed to meet regular deadlines.

Selected for a highly competitive internship for the team that manages the university's $800M+ endowment fund, joined a 6-person investment team, gaining valuable hands-on experience in a variety of public equity and equity research activities.

• Proposed new investment opportunities: Conducted research for, prepared presentations, and presented a $5,000,000 specialty finance investment, achieving unanimous support from board.
• Financial modeling: Built and maintained large financial models with automated features using Visual Basic macros as well as Bloomberg Terminal Add-In features.
• Investment analysis: Researched and analyzed much of the firm's portfolio and investment opportunities, gathering and analyzing financial data from various sources, including Bloomberg, company filings, and internal sources.
• Risk underwriting: Created models that underwrite companies for money market instrument transaction viability, resulting in integration into larger models and use in daily commercial paper transactions.
• Artificial intelligence integration: Utilized ChatGPT and other AI tools to automate and improve efficiencies in data manipulation, code writing, and model consistency.

First member of the warehouse team at a start-up laboratory supply services company and played a key role in developing and laying the foundation for future warehouse operations.

• Logistic oversight: Monitored inbound and outbound shipments of medical diagnostic kits through FedEx, UPS, and USPS portals, adhering to the compliance standards of individual customers.
• SOP development: Reviewed and executed warehouse SOPs and helped develop new SOPs as additional customers were onboarded to guarantee efficiency within the warehouse.
• Employee training: As business operations grew, coached and trained multiple new warehouse associates.

• Coursework in Accounting, Financial Modeling, Advanced Corporate Finance, IT/Supply Chain Management, Financial Statement Analysis.
• GPA: 3.45/4.0