Financial Analyst Social Media

Abel Abraham

** *** ********* ***, *********, NY 11507 • 516-***-****

adcm3t@r.postjobfree.com

Education

Baruch College, Zicklin School of Business New York, NY May ‘18

• BBA: Finance & Investments; Double Minor: Data Analytics & Economics Work Experience

Brown Advisory New York, NY Private Client Financial Analyst, Portfolio Management Group Nov ’18 – present

• Work closely with Client Service and internal partners (Portfolio Management, Strategic Advisory, Operations, etc.) to provide comprehensive and immediate service to clients with onboarding, transfer of assets, and cash management tasks

• Advise individuals, families, endowments and foundations on their Estate & Trust planning with our Strategic Advisor, as well as advise them with multi-asset class investment portfolios alongside four Portfolio Managers and Client Advisors

• Help the PM team build customized investment portfolios and decks for clients across a range of asset classes, including fixed income, US & international equities, hedge funds, private equity & venture capital Kroll Bond Rating Agency New York, NY Credit Analyst Intern, Insurance Jan ’18 – June ‘18

• Develop spreadsheets and analytical materials using VBA to support the ratings process

• Manually pull and manipulate data using SQL and Tableau from statutory financials

• Analyze financial statements of insurers & perform significant industry research H.C. Wainwright New York, NY Investment Banking Intern, Healthcare Feb ’18 – May ‘18

• Performing company, industry, market and competitor research and due diligence

• Contributing to the development and communication of proposals and advice to current and prospective clients

• Ensuring quality of client deliverables by having strong attention to detail WeWork New York, NY Financial Analyst Intern Jan ‘17 – Feb ‘18

• Led and instructed other fellow interns on a summer-long initiative to create and complete 1,000 USD and GBP account reconciliations for companies with an outstanding balance up to $500,000

• Create customized macros and pivot tables using V-lookup to optimize the billing process

• Internally audit financial data from company database and billing platform Eighth Summit Capital New York, NY Private Equity Analyst Intern Sep ‘17 – Dec ‘17

• Work directly with principal in sourcing and evaluating prospective transactions in the surveillance industry

• Research the middle market segment for companies with $5 to $30 million in revenue

• Analyze confidential data and reports on potential acquisitions deals for the firm Avid Realty Capital New York, NY Investment Analyst Intern, Commercial Real Estate Aug ‘17 – Dec ‘17

• Analyze and underwrite investment decisions for buy/sell scenarios based on financial statements

• Develop cash flow models, sensitivity tables, and property valuations for commercial real estate properties

• Gather site, neighborhood, and city data including demographics, sales and rent comparables Leadership & Volunteer Activities

Urban Legends Mineola, NY Founder, Basketball Event Coordinator June 2012 – present

• Manage a team of five responsible for spending a budget of $6,000 for vendors, sponsors, referees, etc.

• Recruit and register teams comprising of over 200 participants through social media and directly connecting to athletes in my surroundings; provide insight & feedback for marketing & management teams New Testament Church Amityville, NY Sept 2012 – present

• Involved in the music ministry in church; one of the leaders for the youth choir of 20-25 individuals

• Direct community service activities including nursing home and soup kitchen visits once a month Skills & Technical Knowledge

• Bloomberg Terminal

• Microsoft Excel & PowerPoint

• Valuation

• HTML/CSS, Python, R, VBA, SQL

• Financial Modeling

• Property Investment & Financing

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