New Haven, Connecticut, United States
Generalist M&A
Real Estate Capital
Completing a selective, self-guided online educational program focused on understanding the investment industry and core investment concepts. Coursework includes: Wall Street Prep courses in Excel, financial reports, financial statement modeling, and accounting. Additional coursework includes: asset class education, continued industry exposure, and professional development support.
Lead outreach to prospective firms for projects through cold-emailing and call coordination, managing a team of five students and overseeing project team formation and PM selection.
Collaborate on themed pop-up dessert events, developing and scaling recipes for 80+ attendees while managing ingredient sourcing and budget constraints.