Microsoft Office Finance

**-** ********* ******, *** York, NY ***** 718-***-**** *****.*****@*****.***

WORK EXPERIENCE

Morgan Stanley New York, NY

Consultant, Alternative Investments: Private Equity/Real Estate Fund Launch July 2017- Present

Coordinate and assist in the launches of new fund offerings to the Morgan Stanley Alternative Investment Platform

Analyze monthly and annual assets raised across all AI products, analyzing regional, complex, branch and FA level details

Create sales reports that track the progress of new fund launches and group initiatives

Liaise with key AI fund partners on new fund launches, ongoing fund updates and fund marketing

PanMar Capital LLC New York, NY

Analyst, Private Equity: Generalist/Alternative Investments June 2013- July 2017

Assisting Managing Partner in analyzing/researching investment opportunities focused on covering several industry verticals

Performing in-depth financial due diligence on client companies. Analyzing market trends, competition, and potential strategic partners using information obtained from multiple data sources and attended meetings with management teams

Preparing equity-offering and financial advisory presentations, confidential selling memorandums, and internal marketing pitch book presentations using PowerPoint. Analyzing comparable company and M&A transactions for valuation purposes

Designing comprehensive financial models to evaluate strategic options for clients including leveraged buyouts, discounted cash flows, mergers and acquisitions, initial public offerings, restructurings, and other financing alternatives

Highlight Transactions:

oTechnology-Powered Small Business Lending Company

Analyzed partial monetization alternatives associated with PanMar Capital’s investment (comprised of stock and warrants). Other investors in the business include Google Ventures and PayPal co-founder Peter Thiel

oSpin-Out of an Asset Management Business of a Publicly Traded Internally Managed REIT

Performed financial analysis, including prospective valuation, discounted cash flow, and trading metrics. Completed transaction has resulted in a more than doubling of PanMar Capital’s stockholding in both companies

oOff-Shore UCIT Investment Platform

Researched investment management capabilities and historical performance data of multiple mutual fund companies in assisting a client to expand product offerings on its off-shore UCIT investment platform

oPotential $20 Million Stakeholder Sale of Private Equity Fund for Privately Held Investment Banking Enterprise

Worked directly with client’s CFO to develop accretion/dilution model, and determine value drivers in merger model. Prepared due diligence materials, client presentations, and developed recapitalization model

Meyers Associates LP New York, NY

Intern, Investment Banking: Private Placements June 2012- May 2013

Performed financial analysis on various companies to provide portfolio manager with short and long term investment ideas

Analysis helped create a $250,000 diversified portfolio dedicated for firm’s finance shell

Developed bid strategy to best accommodate client’s private placement for a $5 Million capital raise for biotech company

Drafted industry research reports for clients by profiling key trends, strengths and weaknesses for investor presentation

LEADERSHIP EXPERIENCE

Iota Nu Delta National Fraternity CCNY Chapter New York, NY

Treasurer, Chapter Co-Founder August 2011- May 2012

Managed an annual budget of $10,000 and kept an accurate account of all related expenditures

Collaborated with Student Life to create organization and finance operations, such as event hosting, and various activities

EDUCATION

Harvard University HBX Harvard Business School New York, NY

HBX, Finance June 2017

Course material utilizing Harvard Business School curriculum case study method: Financial Analysis, Capital Markets, Valuation, Capital Allocation, Value Creation, Financial and Accounting Principles.

Colin Powell School for Civic and Global Leadership The City College of New York New York, NY

Bachelor of Arts in Economics with concentration in Finance GPA: 3.89 June 2016

Participated and financed 100% of undergraduate studies while working full-time

Relevant Coursework: Econometrics, Corporate Finance, Investments, Macroeconomics, and Microeconomics

SKILLS, ACTIVITIES & INTERESTS

Activities: CCNY Economic/Finance Society, M&A and LBO Training, New York Toastmasters, Manhattan Yacht Club

Applications: Proficient in SAS, SPSS, SQL, Bloomberg and Reuters, Microsoft Office Suite: Excel, PowerPoint

Interests: Accumulated over 500 pairs of sneakers Showcased on CNBC documentary: “Swoosh, Inside Nike”

Wing-suit base-jumping: Jumped off several sites such as Troll Wall, Italian Terminal Wall, and Eiger Mushroom

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