Chicago, Illinois, United States
As a young professional in business, I believe it is imperative to uphold strong morals and ethics throughout my decision making processes. I am learning to use collaboration and logic in order to make sure that those around me, along with myself, are making the best choices whether big or small. My responsibilities have always been to take care of those around me as a brother, camp counselor, volunteer, and friend to all. I plan on using the analytical skills that I have developed through constant decision making to further my ongoing career in the world of investments. I am open to any opportunities and intend to continue learning, growing, and supporting others throughout my professional career and life. Interests: Tennis | Basketball | Creative Thinking | Statistics | Investing | Videogames | Music | Technology
- Enabled automated portfolio analysis with dynamic Excel (and iLEVEL integrated) reports - Served as the primary iLEVEL platform administer, supporting data validation and onboarding processes - Supported back-office needs during SBA Audit periods and quarterly reporting - Enhanced CRM data quality within DealCloud, driving discussion in weekly IC meetings - Built a dynamic covenant dashboard using structured Excel logic - Researched Gen AI solutions and implemented ChatGPT Business firmwide, serving as the main owner and admin
- Standardized monthly financial data ingestion from portfolio companies through structured workflows - Created 3 dynamic valuation models in Excel that monitor portfolio companies’ historical and forecasted performance - Collaborated with the other 3 interns to create a guide for the portfolio manager to utilize AI/tech as the portfolio expands (2023) - Assisted the portfolio manager in creating an automated onboarding form for synchronized data with portfolio companies - Automated visualizations to provide key metrics to Limited Partners that works with additional funds and companies