• Corporate venture capital unit focused on strategic early-stage venture capital investments targeting innovation across the architecture, engineering, and construction industry sectors
• Lead investment memos development for active deals across AI software, SMRs, robotics, industrial tech, steel manufacturing, industry 4.0, advanced manufacturing, and other construction technology, tailored to VP of Investments, VP of Finance, and CFO
• Screen deal flow using PitchBook and conduct due diligence across market, competition, technology, and management teams
• Perform financial analysis and valuation (DCF, comps, precedent transactions) supporting investment decisions and deal execution

• Led research and analysis of an equity and fixed income portfolio, overseeing 65 analysts, and directly making investment decisions
• Reviewed financial modeling efforts including DCF, comps, DDM, and SOTP models, sensitivity and monte carlo analysis
• Portfolio grew from $100,000 endowment in 2012 to $500,000+ in 2025, achieving a 403.03% ROI and a 13.23% annualized return
• Pitched and purchased top YTD performers, including $CCJ and $OMAB, generating total returns of 100.18% and 64.01%
• Earned recognition as Best Senior Analyst in Spring 2024 for outstanding research and presentation skills

• Contributed directly to the full deal cycle for two minority equity investments in high-growth AI software and nuclear energy startups, including sourcing, industry research, due diligence, valuation, financial analysis, and investment memo preparation
• Built a discounted cash flow model and presented an M&A acquisition strategy to the VP of Investments, VP of Finance, and CFO
• Implemented automated trackers for portfolio performance of existing VC investments and M&A deal pipeline
• Participated in LP, GP, and investor meetings, reporting directly to the VP of Investments, engaging with CEOs and industry leaders

• Analyzed and tracked the performance of a $400M portfolio, optimizing asset allocation to drive superior client outcomes
• Assisted in designing dynamic financial models to strategically time divestitures of vested options

• Founding advisor for the university’s first student-led organization dedicated to alternative asset education
• Co-developed case-based learning programs and guest speaker series covering hedge funds, private equity, and private debt

Relevant Courses: Alternative Investments | Corporate Finance | Financial Statement Analysis | Applied Equity Valuation | Principles of Accounting | Applied Statistical and Optimization Models | Investments | International Financial Management | Strategic Management