Investment Professional

EDWARD FRANCIS O’HARE

484-***-**** *******.*****@*****.***

Dual Irish and U.K. Citizen on an OPT STEM Visa (36 months non-sponsorship in the U.S.) EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration; Majors in Finance & Business Analytics Philadelphia, PA

2018-2020

• Thouron Fellow: Awarded to professionals of exceptional ability to strengthen the relationship between the U.K. & U.S.

• Select Classes: Corporate Valuations, Real Estate, Mathematical Modeling and Applications in Finance, Data Mining

• Professional Clubs: Investment Management, Real Estate, Restructuring & Distressed Investing, Data Analytics IMPERIAL COLLEGE LONDON

Undergraduate Master of Civil & Environmental Engineering, 2:1 Achieved (3.7 GPA eqv.) London, U.K.

2007-2011

• Leadership: Only departmental candidate for Goldman Sachs Global Leadership Program for academic excellence and social impact EXPERIENCE

SOCIAL FINANCE (SoFi)

Consultant, Independent Study Project

Philadelphia, PA

Fall 2019

• Led research on customer life-time valuation. Analyzed competitive landscape and product offerings. Delivered findings and recommendations to CEO and Strategy team. Recommendations currently utilized in strategic planning ARA VENN (£3bn+ Investment Management & Advisory firm) Investment Professional

London, U.K.

Summer 2019

• Private Credit: Led ~$40m eqv. PIK senior secured investment in a boutique hotel operator. Created valuation model covering several scenarios. Completed desktop and site due diligence. Negotiated documentation. Transaction executed

• Private Equity: Screened new investment opportunities. Developed valuation models and conducted due diligence on a new lender. Supported management of existing portfolio company, a $2bn eqv. p.a. mortgage lender GOVERNMENT OF THE REPUBLIC OF IRELAND

Advisor, Short term, pro-bono

London, U.K.

2015-2016

• Ireland’s 2020 Financial Strategy: Provided recommendations to the Minister of International Banking on non-bank lending, securitization and promoting Ireland as a financial services center ROYAL BANK OF SCOTLAND GLOBAL BANKING & MARKETS

Vice President, Investment Banking

London, U.K.

2011-2018

• Overall performance: Ranked in top quartile for entirety of tenure. Mentored by CEO & COO of Investment bank. Received early promotion from Associate to Vice President. Frequent cross-border travel Financial Institutions Group Analyst, Aug. 2011-Oct. 2014 Associate Oct. 2014-Jan. 2016

• Advised Global Systemically Important Banks on managing stressed assets, capital raising and liquidity optimization

• Led sell down of Strategic Investments portfolio. Completed valuation analysis on equity holdings of U.S. and European Financial & Business Service firms. Drafted investment memos for Group CFO and Risk Committee. Recommendations implemented

• Led financial modelling for a ~$5.8bn eqv. liability management exercise in a stressed bank. Analysis presented daily to CFO and Group Treasury. Primary author of marketing materials for investors. Core Equity increased by ~$750m eqv.

• Created valuation model to show the effect of losses from a real estate portfolio on the bank’s capital position and ROE. Crafted presentation of solutions for the portfolio. Analysis utilized by Board of Director. Resulted in mandate with ~$2m eqv. fees Securitized Products & Alternatives Associate, Jan. 2016-Apr. 2016 Vice President, Apr. 2016-Aug. 2018

• Underwrote, structured and executed transactions on structured credit and alternative credit asset, including real estate, consumer credit, CLOs in public and private markets. Managed the execution of over $10bn eqv. of risk. Managed strategic relationship with C- suite, treasury functions and portfolio managers. Responsible for ~$15m eqv. of revenue

• Established RBS's co-lending agreement with AIG, M&G & Hermes for Private Credit. Managed investors and stakeholders. Primary author of marketing materials. Developed financial models. Drafted transactional documentation and internal committee memos. Completed operational, regulatory and legal due diligence. Transaction executed generating over ~$1.2bn eqv. of new lending and over $10m in fees

• Executed first Italian Government Guarantee Non-performing loan securitization (~$700m eqv. issuance). Supported the Global Head of Trading to underwrite risk. Negotiated documentation with syndicate banks and client. Led sourcing of investors for this unprecedented risk type. Transaction successfully executed ADDITIONAL INFORMATION

• Professional Certifications: CFA Level 1

• Technology & Analytical Skills: VBA, SQL, R, MATLAB, Bloomberg, S&P Capital IQ, FactSet, Intex

• Leadership: Ireland Funds Young Leader establishing vibrant chapters in Great Britain and Philadelphia, Quantico Leadership Venture, Wharton Rugby Club (Co-President), Undergraduate Mentorship, Male Allies

• Interests: Boardgames & Cards, Pianist & Singer (Classical & Jazz), Golf, Yoga, Rugby, NFL (Steelers Fan)

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