JULIA SMALL
Overview
3
3
years of professional experience
Work History
Intern
Fortress Investment Group
Dallas
06.2026 - 08.2026
- Completed an intensive 3-day Wall Street Prep Excel & Financial Modeling training program, developing advanced spreadsheet modeling skills applied directly to live deal work across credit, restructuring, and portfolio company analysis
- Executed buy-side credit diligence across 6+ live deals (InfuCare Rx, GoodRx, Follett, 5H Energy, Project Mosaic, TheRealReal), analyzing EBITDA bridges, capital structures, and competitive positioning; recommended pass on Project Mosaic citing $14.5M in EBITDA adjustments, unsubstantiated synergies, and inflated OON margins
- Conducted on-site operational due diligence for two portfolio companies (Aspire MRO & Mammoth), engaging senior management to assess business development needs, initiate cash flow forecast framework, and propose 3+ integration touchpoints into strategic operations
- Leveraged AI tools, Excel, and web scraping to quantify sentiment across hundreds of Poundstretcher customer reviews, categorizing findings into actionable restructuring themes; developed weekly retail KPI report tracking transaction volume, basket size, and ASP across trading phases — identifying 57% outperformance in Phase 2 — and presented insights to executive team to support UK retail restructuring process
- Delivered Investment Committee pitch on Harmar, constructing full P&L statement and capital structure from scratch, presenting findings to panel of senior Fortress team members
Participant
Blackstone Future Leaders Program
New York
09.2025 - 10.2025
- Selected as 1 of 125 participants from a pool of 6,000+ applicants for an immersive two-day leadership program.
- Participated in panels on private equity, real estate, and credit investing led by Blackstone professionals.
- Developed and presented investment pitch on Digital Realty Trust, a data center REIT.
- Networked with employees and peers while gaining insight into the firm’s culture and career paths.
Member
Blueprint Leadership Program
09.2025 - Current
- Participated in UVA program enhancing leadership and teamwork skills.
- Engage with industry leaders and collaborate in teams to brainstorm, design, and execute impactful community initiatives.
Intern
Lennox Capital
Dallas
06.2025 - 07.2025
- Engaged in public equities investment research course, actively participating in guest speaker discussions, group research projects, and HBS case studies to enhance understanding of investment strategies
- Analyzed 10-K reports, balance sheets, cash flow statements, shareholder letters, and debt structuring for 15 companies, presenting findings to investment committee of partners to inform investment decisions
Member, Co-Chair of Alumni Relations
Virginia Undergraduate Real Estate Club
03.2025 - Current
- Completed real estate training program covering fundamental finance concepts, including financial modeling, NOI, cap rates, and DCF analysis.
- Collaborate with peers on case studies simulating real estate deal underwriting and portfolio management.
- Elected to lead alumni relations and recruiting initiatives, building structured engagement between members and alumni.
Intern
Bio Labs Dallas
06.2023 - Current
- Supported leadership in day-to-day activities of new 35,000 sq ft multi-tenant biotechnology lab and incubator space that housed over 20 biotech startups, including marketing projects and other general administrative support.
- A new 35,000 sq ft multi-tenant biotechnology lab and incubator space that housed over 20 biotech startups.
Employee
Clover Boutique
06.2023 - Current
- Boosted sales through remerchandising and improved social media, while managing inventory and assisting customers.
Education
Bachelor of Arts - Global Culture and Commerce Major, Entrepreneurship Minor
The University of Virginia
Charlottesville, VA05-2028
Strategic Management Course -
The London School of Economics
London, UK06-2025
High School Diploma -
The Hockaday School
Dallas, TX05-2024
Skills
- Pillars of Wall Street
- Team collaboration
- Public speaking
- Fast learner
- Strategic planning and analysis
Leadership Experience
- Co-Founder and President; Advisor, Knock Out Cancer Fundraiser, 01/01/21, 12/31/25, Founded and set vision for start-up fundraising event, Oversaw budgets, fundraising, and marketing, Expanded attendance from 100 to 200 and raised $10K+ by Year 2
- Co-Chair, Leadership Board, Habitat for Humanity @ Hockaday, 01/01/21, 12/31/25, Led committee operations, fundraising, and marketing efforts, Surpassed donation goals by 40% ($70K raised), Expanded volunteer participation to 100+ members
Certifications Interests
- Prompt Engineering for ChatGPT, Vanderbilt University, 11/30/25
- Fly Fishing, Traveling, Wake surfing, Hiking, Documentaries, Kappa Kappa Gamma Sorority
Timeline
Intern
Fortress Investment Group
06.2026 - 08.2026
Participant
Blackstone Future Leaders Program
09.2025 - 10.2025
Member
Blueprint Leadership Program
09.2025 - Current
Intern
Lennox Capital
06.2025 - 07.2025
Member, Co-Chair of Alumni Relations
Virginia Undergraduate Real Estate Club
03.2025 - Current
Intern
Bio Labs Dallas
06.2023 - Current
Employee
Clover Boutique
06.2023 - Current
Bachelor of Arts - Global Culture and Commerce Major, Entrepreneurship Minor
The University of Virginia
Strategic Management Course -
The London School of Economics
High School Diploma -
The Hockaday School