Investing

Special Situations Summer Analyst (incoming)

Summer Investment Analyst

• Wrote and presented a capstone credit memo to the Investment Committee, built on covenant and indenture analysis and the pricing of multiple trade expressions.
• Underwrote credits through quality-of-earnings work, re-cut comparable sets, and sum-of-the-parts recovery waterfalls.
• Supported coverage across a list of credits, running industry and sell-side diligence calls and maintaining the models and IC decks.

• What I did

  Capstone credit memo

  A memo I wrote and presented to the Investment Committee at the end of the summer, covering the business, the capital structure, valuation, the credit documents, and how to express the trade. It is confidential, so it is not shown here.

• Covenants
• Recoveries
• Capital structures
• Credit underwriting
• Special situations

Private Equity Analyst

• Built U.S. and EU market-entry diligence for a robo-auto infrastructure portfolio company, including bottom-up TAM, regulatory mapping, and competitor benchmarking across the $100bn+ robotaxi sector, informing CEO and board expansion decisions.
• Supported a five-year operating model for a car wash expansion, running sensitivity and scenario analyses across volume, pricing, and EBITDA drivers, contributing to the approval and launch of two U.S. pilots.

VC, PE and Tech Banking Intern

• Scaled Leader Link, a capital-matching platform connecting founders with 50+ VC/PE investors and accelerator partners, increasing deal flow by $5M and guiding venture debt vs. equity solutions.
• Sourced and supported financing decisions for 10+ clients across franchising and controlled-environment agriculture, stress-testing AUV, four-wall EBITDA, payback, yield, and capex intensity.

• What I did

  Leader Link

  A capital-matching platform that connects Leader Bank's startup clients with 50+ venture capital and private equity investors and accelerator partners. I helped build and scale it.