Innovative and detail-oriented Investment Banker successful at improving operations, impacting business growth and enhancing profits.
Proficient in FactSet, Microsoft Office, Excel (VBA), Bloomberg, Morningstar, MATLAB, Java, SharePoint, Access
Venture capital specialist
Practices due diligence
Strong interpersonal skills
IPO and valuation expert
IPO and valuation expert
Comparable acquisition analysis
Leveraged buyout analysis
Risk investment analysis
Financial Analyst, 03/2016 to Current Valuation Research Corporation – Princeton, NJ
Conduct research on client,
competitors, industry, and capital markets, including market multiples,
comparable ratios, and credit spreads.
Gather and document pertinent data
obtained through client interaction.
Build, modify and utilize
financial models for discounted cash flow, guideline market multiple, market
transaction, fixed income and option valuations.
Perform valuation analyses on
companies and their securities across a wide range of industries using relevant
qualitative information gathered and through the application of proprietary
quantitative valuation models.
Assist in preparing formal client
Performing valuation analyses of various investment securities for institutional clients including hedge funds, private equity firms and business development companies
Analyzing securities across the capital structure including bank loans, high yield/mezzanine debt and illiquid private securities (e.g. preferred/common stock and warrants)
Creating financial models to determine valuation using discounted cash flow, public market comparable, liquidation scenario and Black-Scholes methodologies • Developing market research resources and tracking credit market trends in the primary and secondary market
Communicating with client analysts and company management on a regular basis to gather financials, credit documents, analyst research and other informationResearch and value various companies and investments for institutional clients including hedge funds, private equity firms and business development companies
Utilize financial models to perform investment analysis and valuations using discounted cash flow, public market comparable, liquidation scenario and Black-Scholes methodologies
Analyze securities across the capital structure including bank loans, high yield debt and illiquid private and public equity securities (stocks and/or warrants)
Draft final reports for clients outlining company financial performance, qualitative analysis, valuation methodologies, key assumptions and scenario analysis
Develop market research resources to track credit spreads and leveraged loan yield trends in the primary markets.Perform valuation analyses of various investment securities for institutional clients including hedge funds, private equity firms and business development companies
Analyze securities across the capital structure including bank loans, high yield/mezzanine debt and illiquid private securities (e.g. preferred/common stock and warrants)
Modify financial models to perform valuation using discounted cash flow, public market comparable, liquidation scenario and Black-Scholes methodologies
Developed market research resources to track credit spreads and leveraged loan yield trends in the primary market
Communicate directly with client analysts and company management on a regular basis to gather financials, credit documents, analyst research and other information
Draft final valuation books for clients outlining company financial performance, qualitative analysis, valuation methodologies, key assumptions and scenario analysis
As part of the portfolio valuation group, I specialize in valuations of complex securities, including privately-held debt securities, convertible preferred equity securities, equity securities, CLO equity securities, and business enterprises for tax and financial reporting purposes. I have valued companies in most major industries across various continents, with extensive experience in energy (upstream and midstream), industrials, and retail.
Perform business enterprise valuations, privately held debt and equity valuations and intangible-asset valuations for Private Equity, Venture Capital and Hedge Fund clients.
Research Analyst, 06/2015 to 08/2015 Nationwide Investment Management Group King of Prussia, PA
Authored 20-page white paper on ESG-themed investment to inform stakeholders of opportunities and challenges present in U.S., and recommended strategies for integration of ESG-theme into firm's product line-up
Analyzed liquidity in global fixed income market and presented to leadership seniors about development of methodology of observing 30 mutual funds with over $80 million in assets
Utilized advanced Excel and FactSet to build fixed income model for team's use in synthesizing data on market valuations and fundamentals, which improved efficiency to 25% and accuracy to 98%
Conducted investment graded bonds analysis to identify risks and opportunities to create asset allocation strategies for new fund products; estimated increase revenue and income growth by 35% over 15-month period
Managed risk reports through analysis of equities, fixed income, and sector exposures, and assisted in minimizing portfolio-tracking error by 30bps.
Co-Founder, 11/2014 to 06/2015 StockJock LLC – Philadelphia, PA
StockJock (www.stockjock.co) is fantasy stock market trading game and was awarded as first winner of the Philadelphia Startup Weekend Competition.
Raised capital in excess of $8,000 as well as created financial models to forecast revenue and expenses.
Planned and implement marketing projects, brand expansion and social media engagement that attracted more than 1,000 customers within two months.
Maintained internal database integrity of 3,000 securities for doubled transactions flow.
Business Intelligence Analyst, 03/2013 to 09/2014 PECO Energy – Berwyn, PA
Improved efficiency of Regulation Qualification Testing process by 60% by using Excel VBA.
Researched, forecasted cost and prepared pro forma statements for Auto-Transformer Ground Relay project which resulted in revenue gain of $5.7 million.
Managed accounts payable and performed financial transactions applicable for over 400 black start units worth approximately $10 million/quarter.
Created a budget book based on previous year's expenses for management team's use in 2014 budget allocations and controlling operating costs.
Investor, 01/2013 to Current Fidelity Investment – Philadelphia, PA
Manage portfolio and select U.S.
and foreign stocks for investment; earning 8% average annual return.
Analyze market data using FactSet and monitor risk exposure by conducting daily calculation of the portfolio's return, dividend yield, variance, standard deviation, beta and Sharpe Ratio.
Rebalance portfolio in response to cash flows, benchmark changes and market price movements.
Investment Analyst, 03/2015 to 06/2015 Drexel University Endowment Fund – Philadelphia, PA
Managed financial sectors of $1.4M fund, focusing on U.S.
mid-cap stocks, by reviewing current holdings, analyzing macroeconomic conditions and monitoring performance relative to S&P 400 Index benchmark.
Prepared sector specific reports detailing current industry dynamics, benchmark weightings, economic drivers and valuation analysis to help drive positioning at sector level.
Built discounted cash flow model and utilized FactSet and Bloomberg to screen, gauge and value stocks.
Bachelor of Science: Business & Engineering, Finance, March 2016 Drexel University, Pennoni Honors College - Philadelphia, PA
Equity Research training
Consistently maintained [Number]% or better of established production goals.