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Private Equity Analyst

Location:
New York City, NY
Posted:
October 16, 2019

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Resume:

Mark T. Masiello

*** ********* ***, ********* *, New York, NY 10016

Mobile: 781-***-**** Email: adalua@r.postjobfree.com EXPERIENCE Pine Island Capital Partners New York, NY Private Equity Analyst May 2018 – August 2019

• Supported both the fundraising and investment teams of a middle market private equity firm

• Supported all aspects of marketing and fundraising

- Responsible for maintaining DealCloud CRM platform, including running reports and input of all data

- Assisted in the preparation of all marketing materials including investor presentations and tear sheets

- Tracked all communications between the firm and prospective Limited Partners

- Assisted in the preparation of DDQs, partner track records and the PPM fund formation document

• Supported the investment team in the analysis of prospective portfolio companies

- Researched and collected data on the competitive landscape for target companies within various industries including, geospatial, tower and mobile cranes, electric vehicle batteries and marine shipping

- Created pivot tables utilizing the data collected to benchmark historical financials against the industry Compass International Advisors Boston, MA

Placement Agent Summer Analyst May 2017 – August 2017

• Summer internship for placement agent that specializes in raising capital for private equity, private debt, venture capital and other alternative investment managers

• Supported the fundraising efforts by communicating investment opportunities to prospective family offices and institutional investors

- Assisted in the development of new business presentations for the placement agent business to showcase their expertise and performance

• Performed due diligence, on GP clients by attending meetings, gathering competitive data and preparing evaluation materials for several private equity funds Great Oak Advisors New York, NY

Investment Banking Summer Analyst May 2016 – November 2016

• Internship for boutique investment bank which focused on middle market companies in information technology, manufacturing, consumer products and financial services industries

• Participated in all stages of advisory and financing transactions for lower middle market companies in various sectors

• Developed integrated financial cash flow models for both sell-side advisory and financing transactions

• Performed various financial analyses to support investor/lender due diligence including historical financial analysis, capitalization table reconciliation, covenant compliance and sales cycle length trends

• Prepared transaction marketing materials for investor and lender outreach as well as presentations to support new business development efforts of senior bankers

• Attended and participated in onsite client meetings for due diligence purposes as the sole junior level banker

• Researched and compiled information to develop an investor database to enhance marketing outreach for the firm's banking transactions

EDUCATION BABSON COLLEGE Wellesley, MA

Bachelor of Science in Business Administration May 2018 Concentration: Finance

Honors: Dean’s List

Leadership: ACTIVITES & Babson SKILLS Auto Group, Treasurer September 2014 – May 2018 Volunteer: The Boston Cup, Show Organizer Assistant September 2015 Skills: DealCloud CRM, Capital IQ, SmartRoom, Salesforce, Preqin, Microsoft office Interests: Automobiles, sailing, golf, and travel (visited 15+ countries)



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