LiveCareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Career Focus
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Summary of Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Education
SOUTHERN METHODIST UNIVERSITY - COX SCHOOL OF BUSINESS , Expected in B.B.A : Finance - GPA : Finance
, Expected in 2006 B.A : Psychology - GPA : Psychology Successfully completed MBA-level Corporate Valuation and Analysis and Honors Financial Management courses *Completed Semester Study Abroad Program - Southeast Asia and Australia *Acted as Post-graduate Program Leader/Advisor to SMU Cox School of Business Study Tour of China and Asia-Pacific Region
Accomplishments
Professional Experience
Arthur J Gallagher & Co. - Vice President
Kansas City, MO, 01/2011 - Present
  • Promoted in 2014), Global Investment Banking - Origination, Structuring, & Syndication Established a leadership role in a rapidly-growing team responsible for originating, structuring, and executing leveraged buyout and non-investment grade credit transactions (corporate M&A, recapitalizations and refinancings) across the entire capital structure (Senior, 1st Lien / 2nd Lien, High Yield, Junior) for middle-market public and private companies Extensive experience with LBO and acquisition financial modeling, legal documentation negotiation, valuation and credit analyses, and Lead Left (Administrative Agent) execution Successfully executed 60+ transactions totaling over $10 billion of debt financing commitments across several industries including industrials, TMT, building products, energy/infrastructure, chemicals, and metals and mining, among others Select Transactions: Gardner Denver ($2.7 billion LBO Financing); Accudyne ($1.9 billion LBO Financing); Protection One/ASG ($1.5 billion LBO Financing); Brickman Group ($1.1 billion LBO Financing); Tomkins - Air Distribution ($760 million LBO Financing); Intelligrated ($340 million LBO Financing); Mirion Technologies ($315 million LBO Financing) Led idea generation, pitch development, and presentation to sponsor-owned and corporate clients regarding strategic alternatives, capital structure optimization, and shareholder return maximization strategies that resulted in new financing opportunities and follow-on transactions Prepared client senior executives for investor presentations, including bank meetings, amendments and quarterly earnings updates Proactively developed and maintained summaries and analyses of clients' businesses and financial performance to provide effective portfolio management and maintain public/private investor dialogue relating to RBC-led transactions Proactively developed tracking tools to monitor portfolio of RBC-led transactions and facilitate public/private investor dialogue on the performance of each credit Selected by senior management to develop and teach credit and financial analyses training programs to Associate/Analyst classes.
Colony Northstar - Associate
Los Angeles, CA, 01/2008 - 01/2011
  • Investment Banking Generalist Researched and identified attractive prospects that led to the generation of 5 new clients (resulted in over $250 million in invested capital, and $30+ million in capital markets fees over 3-year time horizon) Contributed to underwriting and credit committee presentation of 20+ transactions and 4 debt restructuring events Responsible for financial modeling, transaction analysis, and preparation of credit memorandums Coordinated cross-selling efforts of bank product platforms (DCM, securitization, interest rate/foreign currency/commodity derivatives) to generate compelling solutions for clients Responsible for $1.5 billion non-investment grade and sponsored-owned credit portfolio primarily in the industrial, consumer, business services, automotive, and agri-foods sectors.
ORIX CORPORATE CAPITAL - Leveraged Finance Analyst Generalist
City, STATE, 01/2006 - 01/2008
  • Conducted analysis on 70+ investment opportunities and presented recommendations to investment committee that led to $500+ million of capital investments across the consumer/specialty products, business services, TMT, financial services, industrials, energy, and healthcare sectors.
  • Identified, structured, and executed over 25 middle-market leveraged buyout, recapitalizations, and acquisition-related transactions as part of 2-3 person deal teams.
Professional Affiliations
Interests
Active Charterholder of the Chartered Financial Analyst Designation ADDITIONAL INFORMATION Interests: Value-investing, entrepreneurship, snowboarding, baseball, scuba diving, and world travel (25+ countries / 6 continents) Technical: MS Word, Excel, PowerPoint, Access, Bloomberg, Capital IQ, SalesLogix
Skills
Administrative, Analyst, automotive, capital markets, credit, client, clients, derivatives, documentation, senior management, Financing, financial, financial analyses, Financial Management, financial modeling, Investment Banking, investments, leadership, legal, market, MBA, meetings, negotiation, optimization, presentations, selling, strategic, structured, training programs, underwriting, Valuation
Additional Information
  • RAY L. HUNT LEADERSHIP SCHOLARSHIP - SOUTHERN METHODIST UNIVERSITY Awarded 1 of 20 full-tuition scholarships based on outstanding academic achievement, demonstrated leadership skills, and community service involvement CFA INSTITUTE Active Charterholder of the Chartered Financial Analyst Designation ADDITIONAL INFORMATION Interests: Value-investing, entrepreneurship, snowboarding, baseball, scuba diving, and world travel (25+ countries / 6 continents) Technical: MS Word, Excel, PowerPoint, Access, Bloomberg, Capital IQ, SalesLogix

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Resume Overview

School Attended

  • SOUTHERN METHODIST UNIVERSITY - COX SCHOOL OF BUSINESS

Job Titles Held:

  • Vice President
  • Associate
  • Leveraged Finance Analyst Generalist

Degrees

  • B.B.A
  • B.A

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