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Skills

  • Advanced PowerPoint for pitchbooks
  • First Aid/CPR
  • Relationship development
  • Regulatory compliance
  • IPO (Initial Public Offering) structuring
  • Organization
  • Communications
  • Capital raising
  • Supervision
  • Operational improvement

Work Experiences

  • Advised on exit strategies for private equity clients.
  • Assisted in transactions in 2018.
  • Adapted debt and equity products.
  • Assessed credit quality for potential clients in metric, directly reducing credit default risk by $2.
  • Contributed to private equity fund origination strategies.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with metric customers to determine their needs and deliver framework service.
  • Constructed complex Excel-based financial models.
  • Achieved a 44% net cost reduction.

Summaries

  • Investment Banking Analyst with 5 years of successful cross-functional collaboration and performance reporting experience.
  • Clear understanding of risk assessment and client relations as well as risk assessment training.
  • Veteran Investment Banking Analyst with 9 years of industry experience and a stellar track record.
  • Conducted detailed sector and company analyses.
  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Costs were consistently reduced while profits were increased.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Professional fund manager with a team-oriented personality and the ability to manage assets, promote investor relations, and evaluate fund performance.
  • Consistently delivers actionable insights for financial strategies.

Accomplishments

  • Utilized Jira in the preparation of complex financial models analyzing potential internal rate of return (IRR) and net present value (NPV) for varying deals.
  • Engaged in cross-functional collaboration with legal and compliance departments to restructure capital stacks, lowering WACC by 63%.
  • Worked closely with tax advisors to ensure regulatory compliance in the West Coast, preventing 9 potential tax-related issues.
  • Structured client portfolios to achieve optimal asset allocation, securing an increase in annual returns by 58% in 2017.
  • Resolved product issue through consumer testing.
  • Provided bespoke financial advisory services for high-net-worth individuals, leading to a 31% year-over-year growth in client assets under management.
  • Conducted in-depth market analyses in method that helped win 11% more cross-border investment opportunities compared to the previous fiscal year.
  • Led financial analysis for capital raising initiatives, driving the successful launch of 3 new funds reaching a total capital pool of $4.
  • Led a team of 6 analysts in conducting financial due diligence and valuation for Accounting and Finance companies, increasing client confidence in deal execution and outcomes.
  • Partnered with equity research teams to develop comprehensive market outlooks that increased product placement efficiency by 79% in 2019.

Affiliations

  • American Marketing Association
  • National Investment Banking Competition (NIBC) participant
  • Alpha Kappa Psi Professional Business Fraternity
  • Association for Supply Chain Management (APICS)
  • Member of the Risk Management Association (RMA)
  • National Association of Investment Bankers (NAIB)
  • Chartered Institute for Securities & Investment (CISI)
  • International Association of Administrative Professionals
  • Institute of Mergers, Acquisitions and Alliances (IMAA)
  • Society for Financial Education and Professional Development

Certifications

  • Capital Markets & Investment Banking Certificate 2021 - system
  • Corporate Finance Qualification (CF) 2021 - Chartered Institute for Securities & Investment (CISI)
  • Professional Certificate in Financial Planning & Portfolio Management 2016 - Northwind
  • Investment Banking Immersion Program 2022 - Beacon Labs
  • CompTIA Security+
  • Certified Private Equity Professional (CPEP) 2018 - Lakeside Partners
  • Series 24 – General Securities Principal Exam 2015 - FINRA
  • Series 63 – Uniform Securities State Law Exam 2017 - FINRA
  • SHRM Certified Professional (SHRM-CP)
  • CompTIA Network+

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