Conversational proficiency in basic German Excellent verbal and written communication skill Exceptional multi-tasking and time-management skills Extensive knowledge of Excel, Word, Bloomberg, PowerPoint Creative, personable, team-player, and detail-oriented Driven, enthusiastic attitude I am delighted to be writing this letter of recommendation for Jimmy Steiger. Jimmy worked as an intern this past summer at National Securities in our Investment Banking Group. I run the Healthcare Investment Banking practice and worked with Jimmy closely. In the 26 years I have spent in banking I have worked with, managed and mentored many young bankers. I am a graduate of Columbia University and received my MBA in Finance from the Wharton School. I began my career in Merrill Lynch's Mergers and Acquisitions Group, and with roles of increasing responsibilities, led the Global Healthcare M&A practices of UBS, Robertson Stephens, and Wells Fargo. Afterwards, I ran the Global Healthcare Investment Banking practice
at Unterberg, Towbin.
Most of the banking analysts I have worked with have either graduated from college or were spending the summer before graduation as an intern.
Jimmy was a junior and had little experience in banking.
Working for a number of senior bankers, Jimmy was asked to perform a variety of different analyses.
Most entailed having to utilize corporate websites, financial statements, and database services such as CapitalIQ to complete his assignments.
He quickly mastered the use of these databases and was mature and confident enough to seek clarification of issues he did not understand or were unclear.
His output was well thought out, detail oriented and showed that he had understood the purpose of the analyses he was being asked to perform.
In addition, he was successfully able to manage the politics of working for numerous senior bankers.
He quickly made himself a part of the team and was well-liked and respected by everyone.
His dedication and commitment were evident throughout the summer and we were all sad to see his internship end.
I would give Jimmy my strongest recommendation and I have no doubt he will succeed in any endeavor he pursues.
Regards, Hany Awadalla 410 Park Avenue, 14th Floor New York, NY 10022.
Event-Costing Model Developer10/2014 － CurrentSonnier & CastleNew York, NY
Creating a financial model which functions to allow management at Sonnier & Castle to analyze the costs and profit margins associated with providing catering services for prospective events.
Corporate Credit Analyst08/2014 － CurrentZAIS Financial GroupRed Bank, NJ
Developing and utilizing sophisticated credit analysis skills from an experienced team of senior portfolio managers · Providing analyst commentary and recommendations on syndicated bank loans based on a variety of quantitative and qualitative factors to assist portfolio managers in developing and managing their CLO portfolios · Observing and learning from management presentations, and subsequently producing higher quality presentation · Participating in management presentations, relaying updates to management, and producing marketing materials.
Investment Banking Summer Analyst05/2014 － 08/2014National Securities CorporationNew York, NY
Effectively assisted senior management in the execution of various types of transactions and deals across a broad range of industries to the point where I was eventually assigned to lead a due diligence meeting for a prospective client · Produced, utilized, and developed exceptional pitch books, marketing materials, and financial models relating to valuations, financing market analyses, and industry-specific matters · Conducted and actively participated in due diligence activities and meetings with clients and committee members.
Intern02/2014 － 05/2014Aeon Multi-Opportunity FundsRed Bank, NJ
Led team of interns in developing an investment research report template for Aeon investment decisions · Developed marketing and research materials in support of Aeon's investments, and assisted management in the initiation, development, and administration of various series of investment products · Orchestrated a strategic partnership between Aeon and Monmouth University.
Research Intern06/2013 － 03/2014Four Springs Capital TrustLake Como, NJ
Honed my research skills and developed a fundamental understanding of financial markets via means of the procurement of marketing information, competitors' portfolios, and market conditions.
May 2015Bachelor of Business Administration:Monmouth University - FinanceLong Branch, NJGPA: GPA: 3.96 / 4.0 GPA: 4.0 / 4.0 Awarded substantial scholarship funding based on academic achievement, Member of Beta Gamma Sigma Honor Society and recipient of the Beta Gamma Sigma ScholarshipFinance GPA: 3.96 / 4.0 GPA: 4.0 / 4.0 Awarded substantial scholarship funding based on academic achievement, Member of Beta Gamma Sigma Honor Society and recipient of the Beta Gamma Sigma Scholarship
Financial Analysis, Financial Accounting, Econometrics, Financial Forecasting, Investments
Bachelor of Law & Applied Finance Transferred in 2012:Macquarie UniversitySydney, Australia
Volunteer mathematics tutor for Active Unlimited Tutors · Sports (Basketball, Tennis, Rugby, etc.) · Captain of Macquarie University Men's Basketball Team · Action sports (e.g. skydiving, cliff-jumping) · Basketball coaching · Adventure travel in Southeast Asia, Pacific, and Europe
ACTIVITIES, INTERESTS, & COMMUNITY SERVICE · Volunteer mathematics tutor for Active Unlimited Tutors · Sports (Basketball, Tennis, Rugby, etc.) · Captain of Macquarie University Men's Basketball Team · Action sports (e.g. skydiving, cliff-jumping) · Basketball coaching · Adventure travel in Southeast Asia, Pacific, and Europe
May 2015 Bachelor of Business Administration : Monmouth University - Finance Financial Analysis, Financial Accounting, Econometrics, Financial Forecasting, Investments
Bachelor of Law & Applied Finance Transferred in 2012 : Macquarie University
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