JORY M. EISENBERG, CFA
*** **** ******, ***. # *** New York, NY 484-***-****
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WORK EXPERIENCE
Elliot Management Corporation New York, NY
Analyst March 2007 - Present
. Assisted with structuring and managing private investments in
real estate, royalty receivables, hedge fund & private equity
funds, private debt offerings, commodity managed accounts, among
other asset classes
. Reviewed and analyzed private offering documentation for
external fund and private investments
. Created and maintained proprietary performance reporting methods
for external hedge fund and private equity investments in
accordance with GIPS standards including IRR since inception
analysis for private equity funds and incorporating effects of
currency hedging on foreign investments
. Liaised with foreign tax advisors and lawyers and assisted with
the setup of appropriate corporate vehicles
. Arranged for offshore administration of new corporate vehicles
in China, Luxembourg, Jersey, Mauritius, Bermuda and the Cayman
Islands which included analyzing and assisting in the
preparation process of financial statements for our various
subsidiaries consistent with local accounting rules and
regulations, generally IFRS or U.S. GAAP
. Assisted with the negotiation of terms and side letters for
external fund investments
. Designed and managed compliance reports and procedures in
response to SEC-mandated short sale restrictions and reporting
requirements under short notice
Bear, Stearns & Co. Inc. New York, NY
Structured Credit Derivatives Specialist July 2005 - February 2007
. Developed advanced proficiency in the drafting and reviewing of
confirmations for the following products: CDS, CDX/iTraxx
(untranched and tranched), Bespoke tranches, ABSX/CMBX, PAUG,
FTD, Preferred CDS/PDX, Recovery Locks/Fixed Recovery Swaps,
Swaptions, Loan CDS, Asset Swaps, Total Return Swaps, Lehman
Index Mortgages, and Constant Maturity Mortgages
. Played a leading role in reducing outstanding confirmations as
part of the Fed-mandated reduction requirements by spearheading
'lock-ins' as the senior representative for Bear Stearns and
negotiating terms of complex trades directly with counterparty
legal and trading groups. End result: Bear Stearns achieved a
98% reduction in 1 year, moving Bear Stearns from 9th place to
2nd place out of the 14 dealers involved in the reduction
project
. Developed advanced knowledge of all relevant ISDA publications
pertaining to Credit Derivatives and Fixed Income trades: 2003
Definitions, 2000 Definitions, Matrix, Standard Terms (bespokes,
PAUG, LCDS, ABX/CMBX), Master Agreement, Credit Support Annex.
Assisted with the design and review of new product templates
EDUCATION / TRAINING
The Wharton School, University of Pennsylvania Philadelphia, PA
B.S. in Economics: Concentrations in Finance and Management Graduated
December 2004
. Invited by M&A class professor to be a Research
Assistant for a study she was conducting on mergers and
acquisitions activity in the Asia Pacific region in
coordination with another professor from Beijing
University
. School Projects:
- Led a team of students in conducting a valuation analysis to
determine the closing price of Jackson Hewitt stock on the day of
its IPO (Class: Security Analysis)
- Represented one side of a deal team for a mock merger. My team
represented Merck & Co., Inc. and the acquisition target was a
biotechnology company called Phytopharm plc. Created a presentation
which explained the deal and the valuation model used and culminated
in a live negotiation with the other team in order to determine who
had captured more value for their own firm given the estimated
synergies and the acquisition price. (Class: Mergers and
Acquisitions)
FRM Exam Part II Candidate: Test Date - May, 2010
Investment Banking Institute New York, NY
Intensive 4-week financial modeling and valuation training program
December 2009 - January 2010
. Performed company valuations utilizing (i) comparable
public company analysis, (ii) precedent transactions
analysis and (iii) discounted cash flow (DCF) analysis
. Built a fully-integrated financial statements projection
model, an LBO model and an accretion/dilution merger
model, including the ability to run operational and
capital structure sensitivities within models and data
tables for sensitivity analysis
ADDITIONAL
School Year Abroad (Beijing, China) while at Phillips Exeter Academy,
studied Mandarin Fall 1999
Memberships: CFA Institute (CFAI), New York Society of Security Analysts
(NYSSA), Global Association of Risk Professionals (GARP)
Industry Tools: PerTrac Analytics, Bloomberg, Reuters, Mark-it, Lexis
Nexis, Moody's, Hoover's, Mergerstat, Valueline, DTCC, JMP, MS Office
Suite, HTML, JavaScript, Perl, Python, VB Script
Language Skills: Advanced proficiency in Mandarin and Spanish