Morgan Alexis Trask
912-***-**** Tampa, FL ac7tyu@r.postjobfree.com
EXPERIENCE
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.
EDUCATION
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
LEADERSHIP / ACTIVITIES
Converse College Tennis (NCAA, Division II) August 2016 - May 2017
Abraham Baldwin Agricultural College Tennis (NJCAA, Division I) August 2014 - May 2016
SUMMARY OF SKILLS
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