Incoming Associate

Early-Stage Investing

-Performed due diligence and prepared reports on seed/A-round businesses, insights used to provide report and investment recommendation 150+ investor, $50mm portfolio angel network - Screened financial data, analyzed company pitch decks, led interviews with entrepreneurs and investors, and constructed financial models to assist in the analysis and selection of startup companies for angel investment opportunities - Engaged with advisors, investors, and entrepreneurs to gain an understanding of venture capital and private equity - Assisted in structuring of SAFE and equity investment vehicles for seed-stage businesses, facilitating $2mm-$4mm raises - Oversaw deal flow pipeline by screening 120+ companies per cycle, selecting top companies for possible angel investment - One of nine students selected from the Hankamer School of Business for the 2024 Senior Analyst class Financial Modeling, Investment Analysis and +5 skills

Consulting Intern, Enterprise Improvement

- Conducted research, developed business case, and presented findings for a client-facing generative AI model, solution approved for implementation by managing director - Created new 80+ page training manual for client's receivables department, cutting training time by 50% -Assisted implementation of overhauled accounts receivable software for 50k+ employee healthcare nonprofit by contacting vendors, interviewing employees, gathering insights and reporting in new system Team Building, Business Strategy and +2 skills

Equity Research Analyst

-Served as analyst responsible for the consumer discretionary and staples sector of university’s small-cap stock portfolio - Valued consumer discretionary and staples equities through DCF and comparative multiples analysis while accounting for macroeconomic factors and market trends; portfolio reallocation recommendations improved sector performance by 8.21% - Identified 3 best investment opportunities from pool of 126 stocks through moving averages, RSI, and financial modeling - Served on team responsible for small-cap stock holdings that beat the benchmark Russell 2000 index by 10.67%, contributing to Baylor’s recognition as the 2nd highest performing private university endowment nationwide Financial Modeling, Equity Research and +5 skills