Associate, Industrials & TMT
Resume:
Elizabeth Kaiser
Sunnyside, New York 11104
*********.*******@*****.***
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EMPLOYMENT
Lloyds Bank plc New
York / London
Assistant Vice President, Industrials & TMT
June 2014 - present
Secondment, Capital Markets Analyst
April 2014 - June 2014
Supported Software LBO deal - generated models, credit papers,
pitchbook, summary of FDD/CDD for approvals
Supported Coffee M&A deal - generated credit reports, model, returns
model, obtained internal approvals
Supported Loan Markets team on responses to RFPs and pitches to
propose financing alternatives
Generated biweekly DCM pricing and market updates for potential
issuers
Created pitchbooks with relative value analysis and market updates for
prospects
Senior Analyst, Industrials & TMT
January 2013 - April 2014
Produce presentations for meetings with prospective and existing
clients; attend meetings
Analyze financials and create models to determine liquidity needs and
financing options
Model and assess income opportunities from clients; obtain internal
approvals for deals
Complete credit papers for annual renewals and new business
SuperDerivatives New York /
Tel Aviv
Training & Support Specialist
June 2011 - January 2013
Conducted meetings to train 75 clients on OTC derivatives, risk
management system and pricing software
Used Reuters, internal systems and market research to validate data
and pricing
Analyzed and responded to daily equity derivative price challenges
Participated in negotiations, technical demos and requests for
proposals for $3 million client portfolio
Developed solutions with workarounds and Excel to improve internal
operations and accuracy of pricing
IFC Films New York
Legal Intern January
2011 - May 2011 Worked on presentation regarding films with
incomplete legal documentation associated with Liens and copyrights
Managed and evaluated database of acquisition due diligence files
Attended meetings to become familiar with legal documents and
practices in entertainment law
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EDUCATION
Professional Qualifications: Passed CFA level I; Series 79; Series 63
New York University New
York, NY
College of Arts and Science May
2011
Bachelor of Arts
International Relations (Honors) and Spanish double major
3.902 G.P.A.
Relevant Coursework:
Honors Thesis in progress examining electoral marginality, welfare and
resource allocation in Latin America
Completed courses in Economics, Game Theory, Statistics, Spanish and
Politics
Presented at Presidential Honors Scholars Academic Symposium 2009 in
Beijing, China
Honors:
Summa Cum Laude -- Presidential Honors Scholar -- Founder's Award --
Phi Beta Kappa -- Dean's List 2007-2011
Published "Referencia o repetici n en la obra de Borges" in Colectivo
NYU/BA Vol. 3
NYU in Buenos Aires, Argentina
August 2009 - June 2010
[pic]SKILLS
Modeling: Experience running LBO models, ratings/debt capacity models.
Experience building stand-alone models
Computer: Bloomberg, Capital IQ, Microsoft Excel, basic VBA, PowerPoint,
Reuters, Salesforce, basic STATA
Language: Advanced Spanish- able to read, write and speak
Training courses: Fundamentals of Derivatives, Introduction to Capital
Markets, Intermediate Excel, VBA, Public Speaking
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