Financial Analyst Sales

GREG PRICE

857-***-**** ****.*******@*****.*** www.linkedin.com/in/greg-price-044a351 Boston, MA

EDUCATION

CARNEGIE MELLON UNIVERSITY, TEPPER SCHOOL OF BUSINESS Pittsburgh, PA Master of Business Administration – MBA 5/18

Concentrations: Finance, Economics, and Strategy

Awards: Consortium Fellowship (Full Scholarship), David A. Tepper Scholar BABSON COLLEGE Babson Park, MA

Bachelor of Science in Finance & Strategic Management 5/09 EXPERIENCE

PUTNAM INVESTMENTS, (Institutional investment management firm) Boston, MA Equity Research Analyst – Small Cap Growth fund (ranked in top 10 for performance YTD) 9/18-12/19 Investment Analysis:

Responsible for generating ideas across US growth stocks, under $5B in market capitalization, performing detailed fundamental company and industry research, and publishing buy/sell recommendations for PMs.

Created and maintained financial models for >25 companies under coverage, updating models quarterly, and communicating meaningful changes to thesis relevant KPIs.

Performed cross-sector valuation analysis, both relative and absolute, to identify investable opportunities for long term wealth generation.

Communication:

Presented concise investment pitches to PMs, successfully pitching numerous stocks for inclusion in the fund.

Conducted due diligence on equities utilizing expert network calls, hosting or attending over 200 meetings with C-suite management / IR teams, and attending many industry conferences. MANNING & NAPIER, (Institutional investment management firm) Fairport, NY Equity Research Analyst 6/17-8/17

Industry Analysis:

Conducted a deep-dive industry overview of the global LNG market, including the development of a bottoms-up supply and demand model, gas pricing forecast, cost curve analysis, incentive pricing, and IRR sensitivity model.

Led project to evaluate the viability of investable opportunities within the Indian Fertilizer market, encompassing a detailed analysis of input cost trends and forecasting impact of government policy changes. Fundamental Analysis:

Created comprehensive company-specific financial models including revenue build, 3 statement model, and DCF culminating in a price target and identification of tactical entry point following anticipated margin compression. Communication:

Presented concise industry overviews and highlighted potential industry beneficiaries to senior research staff and responded to deep-dive questions.

Composed presented and successfully defended detailed investment write up, including investment thesis, strategic entry points, and potential risks.

EMC CORPORATION, (A global market leader in IT infrastructure solutions and services) Hopkinton, MA Financial Analyst 5/12-7/16

Financial Analysis:

Led project to identify core product performance drivers, developed and presented comprehensive financial models to Senior Management, which were implemented globally.

Created department’s end of quarter reporting package synthesizing quarterly activity into Key Performance Indicators

“KPIs”, used in the forecasting and planning process to strengthen assumptions and analytics. Results Driven:

Collaborated with commercial operations to achieve a 60% reduction in $ discrepancies between quoted opportunities and forecast values, improving the quality and accuracy of sales rep insights.

Drove a $112 million improvement in expired contract resolutions by revising and standardizing analytics, establishing consistent reporting cadence, and improving the visibility and focus of KPIs for management. CHILDREN’S HOSPITAL PEDIATRIC ASSOCIATES, (Affiliated foundation of Boston Children’s Hospital) Boston, MA Financial Analyst 6/09-5/12

Led the transition of a $20 million endowment to a new asset management firm, interviewing portfolio managers, and presenting a recommendation to the CFO and Investment board, which was subsequently approved and implemented. ADDITIONAL INFORMATION

Skills: Financial modeling (Pillars of Wallstreet & Training the Street), Bloomberg, CapitalIQ, Excel, Access.

Affiliations: INROADs Alum, Consortium Fellow, Jumpstart Financial Services Diversity Forum.

Activities: Volunteer for Babson’s Coaching for Leadership & Teamwork, Golf, and Travel.

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