Project Manager Data Analyst

MATTHEW MICHAEL HENRY

*** ***** ****** *** **, New York, New York 10013

914-***-**** *******************@*****.***

PROFESSIONAL EXPERIENCE

Third Bridge Group Limited New York, NY

Associate - Project Manager, Private Equity July 2018 - Present Analyst - Project Manager, Private Equity August 2017 - July 2018

● Managed a team of 4 in executing day-to-day industry research operations for over 11 Private Equity clients; including the facilitation of investor calls, creation and distribution of industry best-practice surveys, and organization of stakeholder conferences—leading to over 350k in annual revenue

● Oversaw the development and implementation of a comprehensive training and development curriculum for new hire analysts— including the execution of a training needs assessment, development of training material aligned with best practices in instructional design, and post-training evaluation of skill transfer and organizational impact

Selected Experience:

● Developed and Executed Client Engagement Strategy

- Created and presented vertical wide meetings covering relevant sector updates for delegated PE clients, suggesting pertinent content to push and standardizing best practices in cross-selling investor surveys

- Organized and executed multiple in-person client meetings to engage growth accounts and further develop the commercial relationship between clients and Third Bridge resulting in increased project flow and billed hours

- Conducted ongoing market and competitive analysis to understand and evaluate Third Bridge’s market share on a client-by-client basis on research requests by way of feedback calls, liaising with market data personnel and face-to-face relationship meetings

● Creation of an External Stakeholder Engagement and Communications Plan

- Conducted an analysis of external stakeholder engagement using current and legacy data to identify potential leads and communication needs, accurately forecast quarterly targets, allocate subsequent analyst staffing needs, and develop an external communications plan to engage key clients

- Developed and executed a multi-channel external communications strategy to enhance the organizational reputation as a “Trusted Research Partner” via the internal implementation of preferred brand messaging, talking points, and communication of a standardized go-to-market strategy EDUCATION

Investment Banking Institute New York, NY

● Intensive 4-week financial modeling and valuation training program February 2019

- Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis

- Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis

- Extensive experience with Microsoft Word, Excel, and PowerPoint College of the Holy Cross Worcester, MA

● Bachelor of Arts Degree, Economics Major May 2017 Iona Preparatory School New Rochelle, NY

● Honors Program, Varsity Baseball, Captain, Coach’s Award May 2013 SPECIAL PROJECTS AND LEADERSHIP INVOLVEMENT

Bain & Company New York, NY

● Data Analyst June 2017

- Collaborated on NPS project to collect, analyze, and interpret survey responses to improve day-to-day operations for retail banks and investment firms

Holy Cross Club Baseball Worcester, MA

● Senior Captain September 2013–2017

● Lead Student Programs for Urban Development (SPUD), a Worcester charity servicing the local disabled community

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