Investment Banking Summer Analyst, ECM TMT Group • New York, New York
Supported execution of the Figma IPO and Mobileye follow-on by drafting ECC memos, analyzing
company financials, and preparing slides; partnered with coverage to assess valuation
drivers
Conducted market and company research using FactSet, AlphaSense, Dealogic, PitchBook, and
RenCap to produce shareholder momentum analyses, peer comps, and market backdrop updates
that informed strategy and client recommendations
Completed summer valuation project, conducting comps and intrinsic analyses to estimate
firm value; presented findings to senior bankers and benchmarked against actual
transaction outcomes
Student-Managed Capital
University of Miami SMIF
Analyst, Technology Team • Coral Gables, Florida
Perform comparable company and DCF valuations to assess intrinsic value and transaction
multiples for assigned equities, formulating buy/sell/hold recommendations
Partner with team to manage $2 million long-only equity and ETF portfolio, presenting
findings to faculty and peers to drive real-capital allocation decisions, technology
comprises ~47% of portfolio
Tech M&A Advisory
Arcadia Capital
Investment Banking Fall Analyst, Technology M&A • Miami, Florida
Collaborated directly with bankers on live technology M&A transactions, contributed to
valuation analysis, buyer targeting, and preparation of CIMs and investment memos
Conducted industry and company research to support strategic advisory initiatives across
the software ecosystem, strengthened analytical acumen and deal exposure within the tech
M&A space
Student Leadership
Century Fund
Director of Industrials Sector Team • Coral Gables, Florida
Directed team of 10 analysts in sector research, asset evaluation, investment strategy and
teach eighthour financial statement and DCF modelling course to incoming freshmen members
Contributed to creation of ESG investment portfolio, outpaced S&P 500 for large portion
of semester, closing at ~7% returns for portfolio overall and 18% for industrials sector
