• Analyze M&A and strategic alternatives for insurance companies, asset management firms, and financial technology firms
• Design comprehensive financial models including merger consequences (accretion/dilution), leveraged buyout, discounted cash-flow, sum-of-parts, and public trading and acquisition comparables, to evaluate strategic options for clients
• Collaborate with product groups to execute transactions and monitor potential sell-side opportunities for revenue pipeline

• Supported multi-manager investment team by completing securities research and data validation projects for model portfolios
• Yielded a 13% return in a simulated stock portfolio contest by executing investment decisions based on fundamental analysis
• Completed summer-long research project on macroeconomic conditions and key drivers of asset prices by analyzing financial reports and valuation ratios; pitched final report to Portfolio Managers as investment opportunities

• Focused on restructuring client portfolios using tactical asset allocation, resulting in ~30% appreciation in majority of accounts
• Assisted team in investment and service of $10mm in variable insurance and annuity funds, improving client retention by >20%