Houston, Texas, United States
Overseeing a ~$450k portfolio
Consumers Group
Media and Telecoms Group
Classic: Financial Institutions Group
- Participated in 9-week immersive program designed to teach fundamentals of financial modeling & investing - Analyzed DCF models, leverage buy-out models and merger models through projects and webinars - Presented insights, analysis and recommendations from models to group for feedback
- Chosen to participate in selective 3-year financial services industry career development program structured exclusively for first generation college women with outstanding leadership potential - Complete customized course curriculum including regular seminars, individual coaching sessions and written assignments designed to build and advance skills necessary for success in targeted industry jobs - Gain extensive knowledge of top companies and specific functional areas within the finance industry - Form relationships with top finance executives presenting monthly to small cohort of women Scholars
- Restructured the organization’s non-profit grant application and Memorandum of Understanding to streamline the application process and provide helpful information for our final grant-making evaluations - Collaborated with other members on a grant renewal presentation for the Dwight Hall Investment Committee detailing changes we made to the application - Met bi-weekly with the Community Investment branch to discuss plans for the next round of grant applications and expand our reach through wide-scale advertising