Professional Experience & Organization Involvement
Last Updated December 2025
I am an Officer in State Street’s Alternative Investments Transformation group, where I operate at the interface of operational architecture, data flows, and technology-enabled process design across private equity, hedge fund, and alternative investment platforms. My work involves decomposing complex fund lifecycle processes, eliciting and formalizing business requirements, and partnering with internal technology teams to deliver scalable solutions that improve operational efficiency, data integrity, and risk controls. Previously, I was a management consultant in FTI Consulting’s Corporate Finance & Restructuring practice, where I applied rigorous financial analysis, process diagnostics, and execution frameworks to performance improvement, restructuring, and transaction-related engagements, contributing to over $55 million in realized cost savings. Earlier experience includes private equity, venture capital, and corporate strategy roles at Transcend Healthcare Partners, Anodize Capital Partners (Search Fund), and Intel, where I supported investment underwriting, due diligence, financial modeling, and data-driven go-to-market strategy initiatives, including work on autonomous vehicle programs.
I am looking to expand my skills and experience in quantitiative finance as I complete my Mathematics degree at Baruch College.
Work Experience
2024 – Present
New York, NY
State Street
Alternative Investments Business Transformation Analyst, Officer
Part of the Alternative Investments Business Transformation team, supporting strategic and operational initiatives across institutional alternative investment platforms, including private equity, private credit, and real assets. Focused on process optimization, data-driven insights, and scalable solutions to enhance investment operations and decision-making.
- Designed and implemented analytical models to optimize portfolio operations and evaluate investment workflows.
- Worked with large-scale financial datasets using SQL, Python, and Excel to support performance analysis, reporting, and scenario modeling.
- Collaborated with cross-functional teams, including risk, compliance, technology, and reporting, to deliver process improvements and technology-enabled solutions.
- Collaborated with cross-functional teams, including risk, trading, and engineering, to deliver process improvements and technology-enabled solutions.
2022 – 2024
Remote / New York, New York
FTI Consulting
Management Consultant, Consultant
Consulting within FTI’s Corporate Finance & Restructuring practice, advising corporate clients, creditors, and investors on complex restructuring, turnaround, and performance improvement initiatives. Focused on financial analysis, operational optimization, and business transformation to support strategic and transactional decision-making.
- Developed financial models, valuation analyses, and liquidity forecasts to guide restructuring and turnaround strategies for clients across industries.
- Evaluated operational and financial data to identify performance gaps and quantify potential improvements.
- Partnered with cross-functional teams, including legal, finance, and operations, to craft actionable recommendations and execution plans.
- Produced executive-ready reports, dashboards, and presentations to inform stakeholder decision-making in both in-court and out-of-court restructuring scenarios.
2022
Tempe, Arizona
Center for Investment Engineering, W.P. Carey School of Business
Research Analyst
Conducted quantitative finance research within the Center for Investment Engineering, supporting faculty-led projects on asset pricing, investment strategies, and financial statement analysis. Focused on structuring and analyzing complex datasets to generate actionable insights for empirical research.
- Structured unstructured historical financial statement data to enable large-scale empirical analysis.
- Assisted in development of models linking R&D expenditures to future cash-based operating profitability and expected returns, contributing to peer-reviewed research (Goyal, A. & Wahal, S., 2023, “R&D, Expected Profitability, and Expected Returns”).
- Performed statistical and econometric analyses to validate hypotheses and generate research-ready datasets.
- Prepared technical reports and visualizations summarizing findings for faculty and academic audiences.
Skills
Tools & Technologies
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Programming Languages:
- Github/Git
- Python: NumPy, Pandas, Seaborn, DateTime
- R
- SQL
- C++
- Java
- Magma
- SageMath
- Mathematica
- LaTeX
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Market Intelligence Software:
- Bloomberg
- Cap IQ
- FactSet
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Microsoft Suite:
- Excel
- Word
- PowerPoint
- Microsoft Project
- PowerBI
- Power Automate
- VBA
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Other Tools:
- Tableau
Industry Knowledge
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Finance & Quantitative Finance:
- Refinitiv, Debtwire, Octus
- Pitchbook, Crunchbase, WRDs
- Mergers & Acquisitions, Alternative Investments, Portfolio Management, Risk Management, Trading, Due Diligence (Commercial, Market, Operational), Equity Research, Investments, FP&A
- Securities: Fixed Income, Options
- Financial Modeling
- Restructuring: Bankruptcy Advisory, 13 Week Cash Flow
- Investment Management
- Management: Corporate Strategy, Business Strategy, Market Research, Operational Modeling, Business Development, Root Cause Analysis
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Estate Planning & Private Wealth Management:
- Trusts, Wills, Power of Attorney, Business Law
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Data Science:
- Quantitative Analytics
- Statistics: Regressions, Bayesian Statistics, Maximum Likelihood Estimator
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Supply Chain Management:
- Pricing Strategy, Cost & Spend Management
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Accounting:
- Financial Accounting, Managerial Accounting, Fund Accounting, AR/AP Management
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Real Estate:
- Real Estate Valuation
Professional Organizations
Involved organizations: