Manhasset, New York, United States
A dedicated and motivated student pursuing a Bachelors degree in Business Administration with a concentration in Finance and a minor in Data Science. I am passionate about leveraging my experiences to ideate and work towards finding innovative solutions for strategic challenges from a financial perspective. Beyond academics, I bring a strong work ethic, a collaborative and coachable mindset, and consistently demonstrate discipline, effective time management, and leadership abilities. I’m driven by curiosity, analytical thinking, and a desire to understand how financial markets shape business outcomes. Always open to connecting with professionals and peers to learn more about finance, investing, and career development opportunities.
● Closely tracked key performance indicators for OTC Markets (OTCM) anticipating a potential inflection in earnings growth. Worked alongside a third party consultant to web scrape public data tracking subscriber growth in real time ● Conducted a deep dive analysis into Ardagh Metal Packagings’ (AMBP) complex capital structure focusing on debt maturities and refinancing cost. Assessed equity valuation and dividend sustainability upon debt maturities ● Created a 5 year EBITDA-to-FCF analysis with sensitivity analysis with interest rates and EBITDA growth as key inputs ● Applied a Porters Five Forces analysis for AMBP including barriers-to-entry analysis and used the ChatGPT deep research function to study the history of the oligopolistic industry structure ● Wrote an investment memo concluding AMBP could generate over 30% IRR over a 5 year holding period ● Collaborated in creating an investment presentation on Whitestone REIT (WSR) including valuation analysis, key demographic information, top tenants, management quality analysis, and forward IRR analysis ● Spot-checked over 50 of WSR’s leasing brochures and uncovered significant geographic exposure to affluent neighborhoods with average household income of $160,000 versus the original assumption of $80,000 to $100,000. Findings helped convince the portfolio manager to increase position size by 50% to 7% of the fund ● Built a trailing 10-year pro forma segment financial model of Hanesbrands (HBI) adjusting for the champion divestiture. Analysis convinced portfolio manager to increase position to 3% of the fund prior to Gildan’s acquisition at a 40% premium