Investment management, operations

DAVID K. JUNCKER, CFA

***** ******* **** #****, ******, TX 78758

917-***-**** • *****.*******@*****.***

EXPERIENCE

**** – Present PRIVATE INVESTOR Austin, TX

Evaluated and executed investments across a variety of sectors including financial services and retail

2009 - 2015 OSMIUM PARTNERS San Francisco, CA

Microcap long/short equity hedge fund

Research Analyst / Chief Operating Officer / Consultant

Partnered with CIO/Founder to grow firm with $30 million in assets under management and 2 employees to over $130 million and 6 employees

Performed fundamental valuation analysis of companies with market capitalizations between $50 million and $1 billion across all sectors, achieving returns in excess of 20% annually

Led intensive due diligence on potential investments including on-site visits with senior management and channel checks

Partnered with portfolio company management teams to hone their operational, capital structure and investor relations strategies

Managed all operational aspects of the firm, including risk management, client service, marketing, SEC filings, legal, and accounting

Mentored and led training of new employees on research methods and operations of the firm

2003 - 2007 STONE POINT CAPITAL Greenwich, CT

Global private equity firm with $3.5 billion of capital under management

Private Equity Associate

Structured investments of $20 million to $250 million using various common equity, preferred equity and convertible debt securities

Evaluated business plans and interviewed management teams in various sectors including insurance (risk-bearing), insurance distribution, business services, healthcare-related services, depository institutions and asset management

Led extensive financial, operational and industry due diligence to evaluate attractiveness and negotiate terms of potential investments

Aided portfolio companies’ CEOs and CFOs in making strategic decisions

2001 - 2003 MERRILL LYNCH New York, NY

Investment Banking Analyst, Financial Institutions Group

Coordinated buy and sell-side M&A transactions as well as equity and fixed income financing transactions generating proceeds in excess of $1 billion

Performed complex financial modeling for global private equity firms forming a new Bermuda reinsurer with $1.5 billion of capital

Analyzed strategic and financing alternatives for global insurance companies, asset managers and depository institutions through evaluation of industry trends, current market position and public market acquisition opportunities

EDUCATION

2007 - 2009 KELLOGG SCHOOL OF MANAGEMENT Evanston, IL

NORTHWESTERN UNIVERSITY

Master of Business Administration - Majors in Analytical Finance and Decision Sciences

1997 - 2001 DUKE UNIVERSITY Durham, NC

Bachelor of Science in Economics, summa cum laude

GPA: 3.9/4.0; Phi Beta Kappa election

ADDITIONAL

Interests include hiking, skiing, golf and international travel

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