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Equity Research Analyst

St. Petersburg, FL
November 29, 2018

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Morgan Alexis Trask

912-***-**** Tampa, FL


Crosstree Capital Partners, LLC Tampa, FL

Investment Banking Analyst Internship Aug 2018 – Present

Perform diligence and forecast financial statements on over $150 million of sell-side M&A deals

Create confidential investor presentations and assist in project management on deals

Research Life Science & Tools, and Drug & Device outsourcing companies to identify potential clients and

opportunities utilizing Pitchbook and S&P Capital IQ

Create Word and Excel templates to facilitate efficient opening stages of deals

USF Student Managed Investment Fund Tampa, FL

Equity Research Analyst June 2018 – Present

Selected as one of ten students to manage the USF Student Managed Investment Fund with $1,000,000+ AUM

Perform in depth security analysis, conduct research and issue buy/sell recommendations on investment opportunities for the endowment fund

Utilize valuation techniques such as comparable companies, discounted cash flow analysis, and dividend growth models to evaluate investment opportunities within multiple sectors

Screen for potential undervalued investments using price multiples, liquidity and efficiency ratios, earnings per share growth, and dividend yield

Research economic, industry, and sector information using ABI/Inform and Capital IQ to ascertain key industry-specific metrics and drivers of growth and value

Camp Pontiac Copake, NY Tennis Coach, Camp Counselor Summer 2017

Full-time camp counselor, instructing students grades K-12.

Provided personal instruction in tennis fundamentals, rules and etiquette of the game.


University of South Florida Expected Graduation: May 2019

Bachelor of Science in Finance with Concentration in Asset Management

Overall GPA: 3.7/4.0

Relevant Coursework: Economics (Macroeconomics and Microeconomics), Business Law, Principles of Finance, Accounting I & II, Financial Institutions, and Markets, Financial Statement Analysis, Applied Security Analysis, Principles of Investments, Statistics I & II, Spanish Language Courses (pursuing 2nd language)

Converse College Spartanburg, SC

Major: Business Administration with Concentration in Finance May 2016 – May 2017

Honors: Dean’s list


Converse College Tennis (NCAA, Division II) August 2016 - May 2017

Abraham Baldwin Agricultural College Tennis (NJCAA, Division I) August 2014 - May 2016


Excellent knowledge of financial analysis and general accounting practice

Outstanding computer, multi-tasking, and job prioritizing skills: Tableau, Microsoft Office, Watson

Exceptional research, reporting, and organizational skills

Bloomberg certified

CFA Level 1 candidate

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