Equity Research & Private Equity Analyst Experience

Adriana Francois

Milwaukee, WI email ********@***.*** 920-***-****

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI

Master of Science in Management-Finance Analysis, Certificate in Investment Management Graduation: Dec. 2023 Cumulative GPA: 3.90 Dean’s List: Fall 2020 – Fall 2022

Investment Management Certificate Program (lubar.uwm.edu/IMCP) o 21-month CFA University Affiliated Program for a select group of students o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards o Analyze securities over multiple asset classes

CFA® Level I Candidate Exam: Feb. 2024

Finance 50% of tuition/living expenses through employment while a full-time student University of Wisconsin-La Crosse La Crosse, WI

Cumulative GPA: 3.86 Dean’s List: Fall 2019 – Spring 2020 Sept. 2019 – May 2020 PROFESSIONAL EXPERIENCE

Borgman Capital Milwaukee, WI

Private Equity Analyst Intern Sept. 2023 – Current

Developing proficiency in conducting financial analysis and modeling to evaluate potential acquisition targets

Assist in transaction due diligence processes by conducting comprehensive research

Collaborate with various members within the firm on projects and initiatives Northwestern Mutual Wealth Management Company Milwaukee, WI Equity Research Intern June 2023 – Aug. 2023

Learned the investment and portfolio construction process

Researched and updated the holdings thesis on three different equity strategies consisting of 50 to 60 holdings each

Presented two stock pitches on Fortive Corporation (FTV) and Lululemon Athletica (LULU) Northwestern Mutual Milwaukee, WI

Investment Operations Intern April 2022 – May 2023

Assisted Investment Operations team to ensure accurate and efficient execution of private placement transactions

Maintained investment data, appropriate systems, and reconciliations

Implemented new initiatives, procedures, and workflows by assisting with system testing and other tasks as needed Selected Project Experience

o Initiating coverage report for A.O. Smith Corporation (AOS)

Conducted industry and competitive research to identify the company’s business and financial drivers

Performed comparable company analysis, 3-stage DCF analysis, and multiples regression analysis TECHNICAL SKILLS

Bloomberg (basic), FactSet, and ISS-EVA Investor Express

Microsoft Excel, Team, Outlook, Word, and PowerPoint EXTRACURRICULAR

Student Investment Club Feb. 2021 – Present

General Member

Other Dec. 2020

Fall 2020 Business Writing Award Contest Winner

o Reviewed and responded to a business case judged by a panel outside professional writing members

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