Investment Banking Analyst with hands-on experience in financial modeling, valuations (DCF, Comparable Transactions), and M&A analysis. Skilled in Excel, PowerPoint, and economic research, with a strong understanding of capital markets and deal execution. Passionate about delivering data-driven insights and supporting strategic financial decisions.

Conducted comprehensive Industry Research, analyzing Company Financials, peer comparisons, and market trends to deliver data-driven insights supporting pitch deck creation and Due Diligence processes. Developed and refined Pitch Decks by synthesizing market data, performing Financial Analysis, and tailoring strategic content to effectively communicate key insights to investors. Executed in-depth Financial Modeling and Valuation supporting capital raising efforts with methodologies such as DCF and comparable company analysis. Collaborated with clients to formulate Strategic Recommendations, emphasizing growth drivers, unique value propositions, and competitive advantages for investor engagement

Cultivated and strengthened existing client relationships through consistent communication and performance assessments resulting in a 10% increase in client retention year-over-year. Followed a structured sales process to generate new business opportunities contributing to a 10% growth in revenue within the first fiscal year. Collaborated with teams to ensure alignment with company growth targets. Prospected and secured new clients through direct outreach strategies and by working closely with the marketing team leading to the acquisition of 10+ high-net-worth clients. Evaluated potential client and partnered with senior leadership to develop proactive strategies reducing risk exposure by 10%

Identified client requirements and delivered customized IT solutions driving a 15% increase in client satisfaction scores by providing optimal alternatives. Coordinated the timely submission of 100+ client proposals ensuring accuracy and readiness for end-client presentations. Developed a pipeline of 50+ new clients per quarter, contributing to a 4% growth in revenue opportunities through strategic cold calling and networking. Fostered and maintained relationships with key accounts achieving a 25% increase in repeat business and strengthening client loyalty. Negotiated contract terms on $50k+ annual deals securing a 10% average profit margin and meeting revenue targets