John Nicholas Connery
acw7v9@r.postjobfree.com 203-***-**** https://www.linkedin.com/in/johnconnery
FINANCIAL ANALYST
Financial Modeling – Investment Banking – Private Equity – Venture Capital – Financial Planning & Analysis – Portfolio Management – Microsoft Excel (Pivot Table, Lookups, Shortcuts) – Consulting
EDUCATION
Lynn University, Boca Raton, Florida May 2016
Bachelor of Science in Investment Management
Minor in International Business Management
Relevant Courses: Portfolio Management; Corporate Strategy; Mergers, Acquisition & Integration; Global Financial Markets; Global Operations Strategy; Options, Futures, Fixed Income, and Derivative Strategies
Breaking into Wall Street – Multiple Financial Modeling Courses
Study Abroad
Universita Cattolica del Sacro Cuore, Milan, Italy June 2015- August 2015
Completed courses in Entrepreneurial Finance and Italian Language and Culture
Immersed in Italy’s Financial Capital while visiting incubators and venture capital operations
EXPERIENCE
Marc Bell Capital Partners, Boca Raton, Florida May 2016 - September 2016
Private Equity Analyst
Built a dynamic operating model for a $10mm consumer retail company which was used for numerous operational improvements through managing numerous expenses and properly allocating our budget as well as showcasing to outside investors to raise additional capital
Created different return and expected return analysis on past and present businesses using IRR, MOIC, NPV, which all included sensitivity tables to show multiple outcomes
Created weekly reports on portfolio company’s key performance indicators to report directly to CEO/Partners
Discovered 25 new investment opportunities from the United States as well as LATAM for the firm
Had a sector focus of consumer & retail, aerospace, technology, and real estate
Private Equity Intern January 2016 - May 2016
Produced in-depth analysis on both portfolio companies and 6 potential acquisition targets which was used by the principal investor to make effective decisions
Extended our firms network by sharing deal flow to potentially interested investors of all sizes
Co-Director and Co- Founder- Lynn Student Managed Investment Fund October 2015 - May 2016
Created the Lynn SMIF with a starting $50,000 gift from the university
Areas of investment were: Fixed Incomes, Equities, Global Macro, Ivy Portfolio (Cambria Fund)
Specifically focused on the global macro strategy using ETF’s that link to commodities, equities, real estate, and fixed incomes to create a well balanced portfolio
Conducted individual research as well as review, revise and recommend other analysts work
Oversaw fundraising efforts which led to $5000 in donations as well as many potential leads
CDI Global, Boca Raton, Florida January 2015 - May 2015
M&A and Consulting Intern
Consulted to optimize various companies short and long term growth strategies
Advised on new approaches to improve business development
Researched methods to improve marketing and advertisement strategies
Project Manager- Lynn Case Competition Team (Valuation Challenge) January 2015 - April 2015
Competed with four classmates in the Private Business Valuation Competition where our all undergraduate team placed third among other undergraduate and graduate programs
Specifically focused on the economic summary of the valuation using key indicators such as CPI, PPI, GDP, interest rates, unemployment and other FX indicators