Quality Assurance Analyst

Greg Fertel

Investment Banking Analyst - KeyBanc Capital Markets Inc

New York, NY

****@***.*** - 914-***-****

WORK EXPERIENCE

Investment Banking Analyst

KeyBanc Capital Markets Inc - New York, NY - July 2012 to November 2013

Streamlined inefficient department processes by introducing automated Excel models and Python scripts for

refunding analyses, gathering secondary market trading information, pricing comparable analyses, option cost

analyses and a comprehensive debt profile model

● Served as the structuring analyst for small issuers on numerous refinancing and restructuring transactions

● Responsible for drafting answers to more complex questions and writing detailed plans of finance for issuers

in response to their RFPs, utilizing the data at hand to present the most effective ideas

● Used advanced functions in Excel on a regular basis to build models and to aggregate and present data

● Researched, valued and analyzed issuer swaps and presented them with alternatives regarding their

"underwater" swaps

● Frequently utilized Bloomberg and other software to conduct research on securities and clients

Investment Banking Analyst

M.R. Beal & Company - New York, NY - February 2011 to July 2012

Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and

presented them at meetings with prominent debt issuers

● Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager

● Provided structuring expertise on senior managed transactions totaling in excess of $1 billion

● Developed automated Excel models to cater to the needs of a variety of issuers when necessary

● Conducted internal analyses and comparisons and presented statistical findings to firm principals

● As the sole analyst for the firm, multi-tasked and prioritized effectively in order to complete a heavy workload

at a high quality level, meeting tight deadlines

Intern

Middle Office Solutions - New York, NY - August 2009 to December 2009

Provided Quality Assurance for the company's flagship product, FailStation

Columnist

Maple Street Press - New York, NY - October 2009 to October 2009

October 2009

● Commissioned by Maple Street Press to write one 2200 word column on applying advanced baseball

statistics to the analysis of players

● Utilized Access and SQL in order to conduct statistical research and query specific data

EDUCATION

Bachelor of Arts in Economics

University at Buffalo, The State University of New York - Buffalo, NY

December 2010

ADDITIONAL INFORMATION

SKILLS

Technical Skills: Excel, PowerPoint, Python, R, SQL, VBA, Mathematica

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