Summer Analyst Financial

Teondra Laidler

**** ***** ***** ********, ** ***15 863-***-**** *******.********@*****.***

EDUCATION

Florida Agricultural & Mechanical University Tallahassee, FL Bachelor of Science in Business Administration. Concentration in Finance. December 2022 GPA: 3.0 / 4.0

Honors: Dean’s List (FIU), Rookie of the Semester (ALPFA), Ms. ALPFA 2019, FAMU NAA Scholarship Recipient, 2x Harold Silas Scholarship Recipient Relevant Coursework: Business Law, Financial Accounting, Production Management, Financial Management, Risk Management, Data Files & Database Management Polk State College Lakeland, FL

Associate of Liberal Arts July 2018

LEADERSHIP EXPERIENCE

Citi Commercial Bank New York, NY

Summer Analyst – CLM Services July 2022- August 2022

• Advanced through a 10-week program focused on industrials, services, credit and loan syndication while collaborating alongside a team of analysts to underwrite a credit proposal memorandum for 14 existing clients with a market capitalization between 300 million to 3 billion by analyzing several financials

• Performed due diligence to assist several senior executives in the completion of offering memorandum through covenant compliance for several existing clients with a focus in financial service

Chief Financiers Organization (CFO) Tallahassee, FL Financial Analyst August 2020 – Present

• Discuss market and analytical concepts and participates in an in-depth analysis of the financial industry on a weekly basis National Association of the Advancement of Colored People Lakeland, FL Director – Social media April 2021 – April 2022

• Designed informational flyers and facilitated panelist events with the goal of appealing to a broader demographic through several social media platforms and allotted members of the organization to engage with the Branch remotely

• Created the Instagram of the Branch that captures photographs of community events orchestrated to increase member involvement and acquire the membership of citizens in the city considered millennials

Transfer Student Association (TSA) Tallahassee, FL Assistant Secretary September 2021 – March 2022

• Acts as the liaison, organize and effectively maintain a record of all meetings; Corresponds and communicates with Chairs to ensure an accurate record of member involvement is documented in a timely manner

Citi Commercial Bank Houston, TX

Summer Analyst – Energy Team June 2021- August 2021

• Advanced through a 10-week program focused on commercial lending management, coverage, cash and trade and loan syndication while collaborating alongside a team of analysts to underwrite a credit proposal memorandum for an existing client with a market capitalization of 7.5 billion by analyzing several financials

• Performed due diligence to assist several senior executives in the completion of an annual report through covenant compliance for an existing client with a focus in energy and oil

Sponsors for Educational Opportunity (SEO) Edge New York, NY Investment Banking – Trainee (Pre-Internship) February 2019 – August 2020

• Completed 100 hours of online and in-person training focused on enhancing and developing quantitative and qualitative knowledge to better understand the mechanics of financial modeling and professional development

• Received individualized coaching in fundamentals of valuation including cash flows, trading, and transaction comparables, financial sentiment analysis, and leverage buyouts

Association of Latino Professionals for America (ALPFA FIU) Miami, FL President Elect- Financial Market Society April 2019 – December 2019

• Formulation and implementation of a 15-week financial services curriculum with a focus on financial analysis, portfolio allocations, valuation methodologies, financial modeling, and trading strategies with accompanying workshops and materials

• Led member mentorship program with objective of increasing member exposure and preparedness for the financial services field through initiatives including interview preparation workshops and various competitions, such as an equity research challenge Phoenician Investment Fund (PIF FIU) Miami, FL

Vice President of Investment Banking September 2019 – December 2019

• Developed specialized investment banking meeting curriculum focused on gaining insight into recent M&A activity using various financial models and analysis tools including the Bloomberg Terminal and CapitalIQ

• Implemented mentorship program where activities included resume development and a deal pitch to organization board members Analyst - Investment Banking Division January 2019 – September 2019

• Advanced to the final round of IB rush week by surpassing a pool of 20 other candidates through a stream of mock interviews on Valuation, Merger Models, Discounted Cash Flow, Enterprise/Equity Value, Accounting and FIT/Qualitative questions

• Led workshops covering financial concepts which included valuation methodologies, credit spreads, and portfolio management SKILLS, ACTIVITIES & INTERESTS

Certifications: Microsoft Office (PowerPoint and Word), Bloomberg Market Concepts Interests: Culinary, Fishing, Nature walks, Traveling, Fashion Technical Skills: Microsoft Office (Excel, PowerPoint, Word), Bloomberg Termzinal, Capital IQ, PowerBI, Tableau Activities: Black Student Union, IBHS Treasury Committee (FIU), Alternative Investment Insight Group (AIIG), NextGen Investments, Wall Street Prep, Johnson and Johnson University Case Competition, Big Sister Little Sister Mentoring Program (FAMU), NAACP FAMU

Contact this candidate