Nikki Y.

Technology and Financial Sponsors Group

- Selected as 1 in 10 out of 200 applicants - Learning about IB technicals, financial modeling, and networking through an extremely competitive process for job and internship placement

-Assist the M&A team in preparing pro forma financials and conducting due diligence on target companies -Support business development efforts through outbound calls, digital outreach, and pipeline management -Perform additional duties to support Partner agency improvement initiatives

- Appointed to oversee 5 client projects this semester - Work with project managers on a weekly basis to ensure the projects' trajectory - Reach out to potential clients for new projects next semester

- Assist students with Excel and SQL database - Grade work and hold consultation hours

- Worked in a team of 4 to come up with a final recommendation for a Flexible Packaging Manufacturing company - Used Valuation techniques such as DCF, Comparable Companies, and Precedent Transactions to give a fair value of the company - Created a list of potential strategic and financial buyers for acquisitions - Gained valuable experience into financial modeling and creating recommendations for private companies

- Interned for a female, minority-owned independent financial services provider - Learned about alternative plans to 401ks, 529s, etc. - Networked to find people who were interested in diversifying their funds and select certain plans - Help educate people on finding the right plans for their budget, lifestyle, etc.

- Gained experience in a professional environment working alongside full-time employees - Explored various areas within the Mortgage department and listened to industry experts speak on their responsibilities and opportunities - Worked in the closing department and sent final documents to borrowers - Communicated with borrowers to address their concerns/questions during the purchase/refinance process - Learned about the Secondary Marketing department and aspects such as hedging, trading securities, communicating investor policies, and setting interest rates - Worked in a team to create a solution for how the company can optimize their culture in a post-COVID environment - Created job-aides for the closing department to utilize for future interns/new-hires

- Worked in a team of 5 to ideate and propose a solution on how Key Bank can target recent college graduates - Tasked with creating the final deliverable slides, as well as the 30 second pitch to the client

Cum Laude | University Honors Program | Business Honors Program