Manager Financial

OLIVER BAVERSTAM

** ********* **** *****, ** ****8

617-***-**** ******.*********@*****.***.***

EDUCATION

NEW YORK UNIVERSITY, Leonard N. Stern School of Business Master of Business Administration

Specialization in Finance

New York, NY

2019 - 2021

GMAT: 770

BOSTON UNIVERSITY

Bachelor of Science in Computer Engineering

Boston, MA

2011 - 2015

EXPERIENCE

Atoll Financial Group

Investment Banking Summer Associate

Washington, D.C.

Summer 2020

Lead role in developing Atoll’s new business line in life sciences. Put together strategy for assessing the life sciences opportunity, partitioning the space, identifying underserved verticals within life sciences and seeking out companies

Prepared research presentations on attractive verticals to highlight industry trends, areas of potential growth, impact of macroeconomic developments and areas of potential concern for the benefit of both management and clients

Identified compelling early-stage companies of appropriate sector to benefit from Atoll’s advisory services by searching online databases and screening candidate firms based on various factors including strategic needs

Performed due diligence on potential clients. Researched their market, their solutions, competitor technologies, management team, existing investors, and market trends that could abet or obstruct the company’s growth

Created marketing materials to help explain Atoll’s expertise and capabilities to prospective firms and investors

Received positive feedback regarding my ability to work independently, handle competing work flows and manage up. Primarily supported one director-level colleague but also interacted with a VP and firm senior leadership. PARTNERS CAPITAL

Investment Associate

Boston, MA

2017 - 2019

Advised clients with a combined AUM of $1.5B on appropriate asset class allocations for portfolios, generating $12M in annual revenue

Performed market research and evaluated fund investment opportunities across public and private markets to determine relative attractiveness of asset classes on a risk-adjusted basis

Modeled expected IRR and ROIC scenarios – dynamic with respect to assumptions on future macroeconomic scenarios and broader market returns; presented base, bear and bull scenarios to abet investment decisions

Performed due diligence on 15 outside fund managers, providing qualitative and quantitative assessments of strategy, team and analyzing relevant domain of investments

Supported investment strategy and portfolio management, tailored to client investment preferences, risk tolerances and diversification needs

Mentored three junior associates, guiding them to develop their investment abilities and on-the-job skills

Conducted analysis to differentiate between investments across and within asset classes, focusing on our conviction in fund manager’s ability to generate alpha in conjunction with the opportunity for alpha within the asset class STATE STREET

Quantitative Analyst

Boston, MA

2016 - 2017

Built, maintained, and interpreted results of financial risk, forecasting, and stress test models to manage State Street’s

$150B deposit liquidity position and implement cost reductions

Monitored cash inflows and outflows, identifying and summarizing trends to senior management. Advised portfolio team members on optimal mix of asset-backed securities and treasuries to hold generating $2M of annual cost savings

Forecasted deposits held by firm’s 30 largest financial services clients whose potential flight under stress would materially impact firm liquidity and modeled base, best, worst case scenario

Compiled detailed presentations communicated by firm leadership to Federal Reserve Bank ADDITIONAL INFORMATION

College Internships: Mayflower Advisors (Intern), Boston Symphony Orchestra (Tenor), MIT Koch Institute (Cancer Researcher), New England Conservatory (Principal Viola)

Personal Interests: Classical Music, Classic Rock, History

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