Portfolio Manager, Student Investment Fund
SEPT 2025 – MAY 2026
SENIOR FINANCE CAPSTONE, RUTGERS BUSINESS SCHOOL
- Selected as 1 of 20 students for a year-long capstone managing a $10 million simulated multi-asset portfolio, developing strategies to outperform the benchmark on a risk-adjusted basis.
- Led a team of four to the top-performing portfolio among 5 competing student teams.
- Used the Bloomberg Terminal and portfolio risk analytics for VaR modeling, scenario analysis, tracking-error decomposition and performance attribution, reported weekly.
Senior Law Clerk
MAY 2025 – PRESENT
RAYMOND COLEMAN HEINOLD LLP — MOORESTOWN, NJ
- Prepared and reviewed complex legal and municipal documents — ordinances, agreements and transactional instruments — requiring compliance with applicable financial and regulatory requirements.
- Conducted statutory, regulatory and case law research and prepared analytical memoranda to evaluate issues, assess risk, and support litigation and transactional decision-making.
- Collaborated with attorneys on client communications, synthesizing complex information into clear, well-supported recommendations.
Finance Intern
JUNE – AUG 2025
MUNICIPALITY OF MOORESTOWN TOWNSHIP, NJ
- Worked with the Chief Financial Officer to prepare annual municipal budgets and project-based financial plans in Excel, supporting forecasting and compliance with fiscal guidelines.
- Reconciled bank statements and processed invoices against internal accounting records, identifying discrepancies and maintaining documentation supporting cash flow management.
Finance Intern
JUNE – AUG 2024
CORA CAPITAL ADVISORS — MARLTON, NJ
- Attended 25+ client meetings with portfolio managers and advisors, tracking how asset allocation recommendations were framed against short- and long-term goal-based plans.
- Researched individual funds and securities for advisor review, comparing holdings, expense ratios and performance history in Excel.