EXPERIENCE
Pond Brook Capital, New York, New York
Analyst, July 2021 – December 2022
- Assist in real estate bridge loan underwriting by obtaining and analyzing pertinent financial and credit data to determine the risk of a loan
- Servicing and issuing loan term sheets based on credit underwriting guidelines
- Conducting onsite property inspections and documenting construction/remodeling progress
- Assisting equity research team by analyzing historical volatility and the correlation of various stocks to assist structuring option hedging strategies
Test Prep Chicago, Chicago, Illinois
Tutor, June 2020 – December 2021
- One-on-one tutoring for numerous standardized tests (including SEHS, HSPT, ACT, SAT)
Silvan Real Estate Income Fund, New York, New York
Intern, June 2019 – August 2019
- Evaluated loan risks by researching the local real estate markets, loan-to-value, and after-repair value percentages
- Planned a client appreciation party; choosing a venue, communicating with staff, organizing entertainment
- Created business social media accounts to broaden online presence (Facebook, LinkedIn, Instagram)
Clearbrook Global Advisors, New York, New York
Intern, July 2018 – September 2018
- Automated and updated daily performance data using Microsoft Excel macros
- Created presentations on potential investments for client meetings and other fund managers
- Researched and compiling relevant historical information and performance data on competing funds
New York on Air; Kearny, New Jersey
Operations Intern, June 2018 – July 2018
- Coordinated helicopter arrivals and departures with clients, pilots, and customer service staff
- Reorganized flight schedules and communicated with customers to accommodate last-minute additions, cancellations, and delays