STEVEN MURRAY
Email: ************@***.*** Mobile: 814-***-****
University Address: 217 South Atherton St. (Apt. 405), State College, PA 16801
Permanent Address: 852 Park Haven Drive, Rochester, NY 14580
EDUCATION
The Pennsylvania State University, Smeal College of Business University Park, PA
Bachelor of Science in Finance, Minor in Economics Expected Graduation: May 2010
Cumulative GPA: 3.91/4.0
PROFESSIONAL EXPERIENCE
Citi Markets & Banking New York, NY
Investment Banking Summer Analyst - Mergers & Acquisitions Group Summer 2009
Developed accretion/dilution and restructuring models and presentations for various companies in the auto part supplier industry
Served on a live $750 million buy-side deal in the industrials sector, and helped prepare the model and book
Constructed a model and presentation on a $2 billion LBO transaction of Foot Locker (NYSE:FL), and presented the project to senior management
Staffed on a negotiated sell-side transaction, worth over $500 million in the fire suppression and sprinkler industry
Performed due diligence on the music publishing industry and created a presentation on strategic opportunities for a large financial sponsor
Citi Sophomore Rotational Program New York, NY
Investment Banking Division - Mergers & Acquisitions Group Summer 2008
Led a team of interns to create a $3-5 billion acquisition proposal of Visa Europe (by Visa) through long term and convertible preferred debt
financing; presented the transaction to management which will bring in over $30 million in transaction and financing fees to the firm
Formulated standalone, leverage buy-out, mini-combo, and full combination models by using self-drawn projections, synergies, debt schedules,
revolver facilities, weighted average cost of capital, and pro-forma information
Capital Markets - Global Structured Solutions Group Summer 2008
Assisted deal team in a slate movie financing deal in association with a private capital management firm and projected out first & second cycle
revenues for a portfolio of films, and projected revenues for a current slate of films for a previously underwritten transaction
Modeled a new installment note structure and created a presentation for clients to defer taxes on capital gains for Timber Investment Management
Organizations and gained experience in the industry by contacting industry specialists and firms with timber investments
Nittany Lion Fund, LLC University Park, PA
Chief Investment Officer December 2008-January 2010
Led the Fund s investment strategies and sector allocation recommendations for over $3.5 million assets under management
Oversaw the Fund s Investment Committee, which review investment decisions and make recommendations for portfolio adjustments
Educated over 35 Fund Managers on investment analysis by using valuation techniques and monitoring the macro-economic environment
Lead Analyst, Financials Sector January 2007-December 2008
Managed the largest sector, with assets exceeding $1 million, of the Nittany Lion Fund s $3.5 million portfolio, and successfully achieved a
relative out-performance of 22.33% and 18.36% for the 2007 and 2008 fiscal years, respectively
Calculated and created financial valuations such as discounted cash flows and excess equity return models by using self-assessed projections and
present long equity ideas over 300 members
New Investment Committee September 2007-January 2010
Project Manager for the organization and implemented a strategic plan to increase the Nittany Lion Fund s assets under management by 10-20%
Bullish Bankers, LLC State College, PA
Co-Owner, Chief Financial Officer, Lead Editor July 2008-February 2010
Created a website available online at bullishbankers.com, focused on providing investing ideas and market updates, trends, outlook & analysis
Managed a group of writers and personnel to successfully carry out website operations to maximize viewership and advertising revenue
Merrill Lynch Erie, PA
Private Client Group May 2007-August 2007
Collaborated with a group of financial advisors to successfully allocate client portfolios and projected potential changes in accounts for retirement
and beyond; assisted with daily client presentations
RELEVANT EXPERIENCE
Trading Room Intern University Park, PA
Bloomberg Group August 2007-May 2008
Organized and created presentations to instruct students of the Smeal College of Business on various financial markets; demonstrated navigational
functions needed to perform research and create financial valuation models
Pennsylvania Free Enterprise Education Williamsport, PA
Head Intern, Business Program August 2005-August 2007
Coordinated and collaborated directly with the CEO and Vice President, and supervised three business interns, to successfully manage a four week
program on free enterprise businesses for over 1,700 high school students
The Erie Otters (The Ontario Hockey League) Erie, PA
Media Relations September 2002-March 2006
Oversaw game night media operations of a semi-professional hockey team and collaborated with coaches and players on scouting and game videos
ACTIVITIES/HOBBIES/SKILLS
Delta Sigma Pi Business Fraternity - Vice President of Professional Activities May-January 2008
Hobbies: Sports (Hockey, Soccer, Golf and Football), Running, Reading, Traveling, and Video Broadcasting
Proficient skills in: Bloomberg, Reuters and Microsoft Office