Support senior bankers in origination activities including creating detailed analytical materials on company positioning, strategy, and financing alternatives as well as conducting in-depth industry and company research for use in prospecting and client conversion
Create and analyze financial models of large corporate and middle-market companies including comparable company and precedent transaction analysis models
Operate as lead analyst in execution activities including independently managing work product creation, reviewing materials for the highest degree of accuracy, leading idea generation for briefing and marketing products, and serving as primary contact for multi-team collaborative projects
Conduct detailed diligence processes for all new and existing client processes and maintain internal record systems (OneView, PowerBI, etc.) with accuracy and efficiency for book of 60+ clients and network of 100+ prospects
Operate in a fast-paced, high-pressure environment while maintaining the highest degree of detail orientation and efficiency
Serve as a positive and productive voice in all collaborative activities
Underwriting Analyst
Armada Analytics
07.2021 - 02.2022
Contributed to financial analysis of conventional, affordable, student, seniors, and manufactured housing loans for multifamily properties
Conducted market research, management analysis, property and borrower analysis, and financial analysis