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Senior Analyst Resume Example

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SENIOR ANALYST
Accomplishments
  • Certifications:.
Professional Summary
Skills
Certifications
Interests: Completed Breaking Into Wall Street Modeling Course Expert in Excel, PowerPoint, CapIQ, Bloomberg
Work History
06/2014 to Current
Senior AnalystOppenheimer & Co Technology M&A – San Francisco, CA
  • Involved in all aspects of transactions including due diligence, modeling, and preparing presentations.
  • Responsible for performing valuation analyses in Excel (DCF, comparable companies, precedent transactions) Selected Transaction Experience:.
  • 800MM Sale of Integrated Silicon Solution, Inc.
  • closed):.
  • Served on 4 person deal team advising Integrated Silicon Solution as activist defense against Starboard Value.
  • Developed list of potential strategic acquirers; managed day to day interactions with bidders during sale process.
  • Prepared valuation using DCF, comparable companies, and precedent transactions for fairness opinion.
  • Researched legal precedents for means of increasing deal protection in topping bid situations.
  • Created and revised update materials for board discussions sale process; final bid represented 58% premium to pre-activist letter price.
  • Buy Side Engagement with $6B Electronics Manufacturing Services Company (active):.
  • Responsible for developing list of target private companies; presented 20 preferred companies to management.
  • Conducted initial discussions with targets, obtaining details on capabilities, customers, financials, and ownership.
  • Prepared summary materials analyzing strategic fit and valuation ranges for target companies.
  • Held regular update calls with client's senior management to provide updates and coordinate follow-up diligence.
  • Constructed analysis materials for presentation to client CEO and acquisition committee.
  • Sale of Custom Display Engineering Company (active):.
  • Prepared list of potential acquirers, including systems integrators and electronics manufacturing companies.
  • Conducted initial outreach with potential buyers, preparing strategic rationale materials for interested parties.
  • Assembled reference materials in response to initial diligence requests from prospective acquirers.
  • Led bi-weekly update calls with client, providing updates on active discussions.
  • 205MM Sale of Capella Microsystems, Inc.
  • closed):.
  • Managed the data room and diligence requests from acquirer.
  • Prepared press releases and company memos relating to the transaction.
  • Compiled equity research to analyze target's stock performance and post announcement comments.
07/2013 to 08/2013
Summer AnalystThe Presidio Group Technology M&A – San Francisco, CA
  • Assisted with multiple M&A deals - building financial models and writing confidential information memoranda.
  • Synthesized research from CapIQ on the finances of prospective investors and industry M&A trends.
05/2013 to 07/2013
Summer AnalystRSE Ventures – New York, NY
  • Analyzed investment opportunities relating to professional sports, digital media, and mobile technology.
  • Produced formal opportunity assessment on digital sports wagering platforms, including fantasy sports gambling.
Education
May 2014
Bachelor of Arts: Classics
University of Pennsylvania - Philadelphia, PA
Classics
2014
President, Theta Xi Fraternity (2013-2014) *Lightweight Rowing (2010-2012), Lightweight Football:
July 2013
Economics, Statistics, Computer Science, Game Theory, Speechwriting Stanford Graduate School of Business Summer Institute for General Management Stanford, CA:
*Coursework in Accounting, Corporate Finance, Marketing, and Strategy taught by MBA faculty
Interests
Series 79 & 63 Skiing, Cooking, Classical Literature
Additional Information
  • Series 79 & 63 Skiing, Cooking, Classical Literature
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Resume Overview

Companies Worked For:

  • Oppenheimer & Co Technology M&A
  • The Presidio Group Technology M&A
  • RSE Ventures

School Attended

  • University of Pennsylvania

Job Titles Held:

  • Senior Analyst
  • Summer Analyst

Degrees

  • Bachelor of Arts : Classics
    President, Theta Xi Fraternity (2013-2014) *Lightweight Rowing (2010-2012), Lightweight Football :
    Economics, Statistics, Computer Science, Game Theory, Speechwriting Stanford Graduate School of Business Summer Institute for General Management Stanford, CA :

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