BRIAN EGAL
*********@*****.*** 412-***-****
EXPERIENCE
Bank of America Merrill Lynch New York, NY
Assistant Vice President, Global Private Equity Finance July 2008 – Present
Manage quarterly valuation process of legacy Merrill Lynch and Bank of America global private equity and
mezzanine debt portfolios.
Developed valuations for investments in the Healthcare, Consumer Discretionary, Gaming, Insurance, Asset
Management, and Information Technology sectors.
Evaluate companies based on multiple methodologies including discounted cash flow, public comparable, acquisition
comparable, and pro-rata share of book value.
Lead developer of patent-pending CAPM based stress test model used to predict principal investment returns under
adverse market conditions. Presented model to the Bank of America Enterprise Stress Test Committee and the
Federal Reserve Bank and now report the results for all enterprise stress test cycles.
Administer and control all day to day activities of nine employee-based private equity carried interest partnerships.
Complete annual audited financial statements for carried interest partnerships.
Prepare semi-annual investor update letters to keep investors apprised of all activities of the partnerships.
Generate monthly principal investment report which tracks book value, original cost, gross proceeds, P&L, and
unfunded commitments of over 500 investments managed by the Global Principal Investment Group.
Created and presented training on valuation process and methodologies to Global Private Equity Finance team.
Extensive interaction with senior private equity professionals and auditors on valuations and financial statements.
Enhanced limited partner tracking database to ensure timely communication with limited partners.
Hamilton Lane Advisors Bala Cynwyd, PA
Reporting Intern May 2007 – August 2007
Compiled data for client request for proposals for private equity firm with fund-of-funds, secondary funds, and
co-investment funds.
Prepared quarterly and annual performance reports for clients.
Participated in new investment manager meetings.
Researched fund financial statements to determine and verify performance of funds.
Johnson & Johnson Raritan, NJ
Co-op Financial Analyst June 2006 – December 2006
Developed improved revenue forecasting model using Microsoft Excel for customer technical services department of
a medical devices subsidiary of Johnson & Johnson.
Prepared PowerPoint presentations for upper level management that demonstrated the financial performance of the
group.
EDUCATION
CFA Level III Candidate
PENNSYLVANIA STATE UNIVERSITY State College, PA
Major: Finance December 2007
GPA: 3.5
SKILLS
Bloomberg, Capital IQ, FactSet, Investran, Oracle, Microsoft Excel, Access, PowerPoint and Word.
INTERESTS
Investing, football, skiing, golf, and reading.