** ******** ****** ***** **********, NJ 07060
Email: firstname.lastname@example.org Cell: 908-***-****
Halo Growth Ventures, Metuchen, NJ October 2018 – July 2019
Private Equity – Associate
Assessed target addressable market (TAM) research by utilizing key metrics including demographics, tech sophistication, metro area population, competitor locations, market fragmentation, regulatory and legal constraints to shortlist major cities with the potential for market consolidation as well as isolate potential areas of interest for fund investment.
Researched and visited facilities across the country to determine patient flow, machine efficiency, machine life and depreciation and throughput to feed into model for determining cost inputs as well as revenue schedule.
Developed top-down DCF model from market data, facility revenue streams and expected company size to determining end terminal value leading into IPO. LBO model was used to implement ownership structure of targets creating a better understanding of overall ownership structure.
Contributed to investor deck through TAM application, analysis of specific market players and AI startups covering our industry therefore providing investors with a holistic view of investment thesis and research.
Evaluated legal and financial due diligence through liquidity, structure, operating efficiency, profitability, trademarking, building and machine leasing or ownership to determine the scope of patents and intellectual property to ascertain positioning in industry and services offered.
Apto Partners, LLC, Mendham, NJ February 2018 – August 2018
Debt & Equity Capital Markets Analyst
Merged monthly spreadsheets and monthly reports in order to track daily deal flow across covered sectors, maintaining logs of issuers, ratings, issuance size, spreads and noting any unique funding constraints. Provided updates to the client on the latest industry changes over the period highlighting any impactful market issuances.
Preparing pitch book presentations for roadshows containing company-specific issuance history, yield spread changes with comparison to competitors and overall industry appeal and issuance. Illustrating to clients, a better understanding of their own financial standing in the market.
Tracked sector issuance history since company inception to provide clarity on the directionality of the company and industry. Identifying any significant trends of high/low issuance tied to economic events.
Interacted with issuers and syndicate groups during due diligence calls. Noted any points of concern since the last announcement leading up to funding of bond issuance. Keeping clients more informed on any potential changes in risk if applicable.
Brown Brothers Harriman & Co., Jersey City, NJ April 2016 – January 2018
Operations Specialist, Cash Settlements
Managed daily swap report through sorting, collecting and reconciliation of all daily trades to guarantee a correct payout thereby ensuring clients’ obtained their wires funded on time while avoiding duplicate or canceled items.
Interacted over the phone with clients globally, confirming funding of trades, identifying problematic wires and eliminating fraudulent settlements as part of a team to meet European, Latin American, and US market closing deadlines.
Reviewed wires sent via fax for inconsistencies in wiring amount, Bank BIC, incorrect internal account numbers and authorized client employees in order to facilitate workflow internally with trade settlement, KYC, AML and investigations team.
Bachelor’s Degree in Finance May 2015
Bentley University Waltham, MA
Candidate for CFA Level 2 Exam, DCF Modelling, TAM Research, Due Diligence Reporting, Cash Settlement Wire Confirmation, Microsoft Office Suite, Bloomberg, FactSet, Macros, Knowledge of VBA, Knowledge of ANSI SQL, Industry & Company specific issuance tracking, Fluent in Spanish
Hobbies: Hiking, Tennis, Running, Soccer, Rubik’s Cube speed solving