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Financial Analyst Manager

Location:
Broomfield, CO
Posted:
December 16, 2020

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Resume:

Janet M. Hong, CFA

646-***-**** • adiqt7@r.postjobfree.com • linkedin.com/in/jhongcfa/

EXPERIENCE Partners Group ($96bn AUM) Denver, CO

Private Credit & Equity – Associate Program Jul. 2019 – Present

• Screened c. 20 deals across business services, healthcare, consumer, industrials, and TMT sectors through creating financial models, analyzing companies, performing industry and competitive research, and interviewing management teams and industry experts

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• Portfolio Company A (Pet products and training, $1.36bn LBO): Identified pet market space as an attractive opportunity and assessed competitive positioning and value creation plan to invest $75m debt in the largest provider of non-food pet products in the US

• Portfolio Company B (Dermatology platform, $400m LBO): Evaluated dermatology space, along with target’s growth strategy and integration plan, to invest $100m debt in leading US regional dermatology platform

• LogMeIn ($1.75bn LBO): Analyzed the remote access and collaboration space and invested $75m junior debt and $7.5m equity to support take-private transaction led by Francisco Partners Caveat Emptor Capital Management (Long, Global Equity, $1bn AUM) New York, NY Equity Research Analyst – Part-time 2018 – 2019

• Collaborated with analysts and portfolio managers to analyze investment ideas, created investment research reports, and pitched investment ideas to PM and CIO on a weekly basis

• Developed and maintained detailed financial models to forecast earnings and analyze valuation changes, and monitored business developments and global markets in relation to current and potential holdings Principal Global Investors (Long, Global Equity, $667bn AUM) Des Moines, IA Equity Research MBA Summer Intern - Generalist Summer 2018

• Conducted bottom-up fundamental research, including primary research to pinpoint companies undergoing fundamental changes, engaging with sell-side analysts to gauge market consensus on companies, and identifying earnings gaps

• Initiated coverage and researched 8 global and emerging market companies, 3 of which were included in the portfolio, and continued to monitor on a weekly basis for business developments LIG Capital Corp. (Family Office, $150mm AUM) New York, NY Macroeconomic Research Analyst 2016 – 2017

• Analyzed U.S. economic data, including GDP, inflation, PMI, consumer sentiment, and other economic indicators to gauge U.S. economic trends, and synthesized findings for portfolio manager

• Conducted daily and weekly financial market summary to provide real time market insights and analyzed how the global economy and macroeconomic events would affect the U.S. economy and financial market Royal Bank of Scotland Stamford, CT

Trading Desk Interest Rate Strategist 2014-2016

Started as a credit risk reporting analyst and then made internal transition to interest rate sales & trading strategy team

• Partnered with U.S. Chief Economist and Head of U.S. Strategy to provide real-time market insights and U.S. treasuries trading recommendations to bank’s institutional clients by leveraging fundamental and technical analyses

• Forecasted U.S. interest rates’ path by assessing U.S. economic data, financial markets developments, and global growth and risks; resulting analyses were presented by the strategy team to 5,000 of the bank’s institutional clients EDUCATION New York University – Leonard N. Stern School Business New York, NY Master of Business Administration 2019

• ESG Portfolio Manager, Michael Price Student Investment Fund (MPSIF), ~$2M AUM University of Pittsburgh – Katz School of Business Pittsburgh, PA Bachelor of Science in Finance and minor in Economics 2013

• Cum Laude; Dean’s List each semester, overall GPA 3.6/4.0, Finance GPA 4.0/4.0 PERSONAL AND LEADERSHIP ACTIVITIES Leadership and volunteering: Barinu Institute for Economic Development – Conference volunteer Certifications: Chartered Financial Analyst, State of New York – License 189136 Skills: Microsoft Excel, Word, and PowerPoint, Bloomberg, CapIQ, native Chinese and Korean speaker (U.S. Citizen) Interests: Personal investing, running, dancing (tango, salsa), hiking and reading



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