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Private Equity/financial Analyst Resume

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Philadelphia, PA

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SUMMARY:

  • Proven success in corporate and investment finance. Financial analysis experience and investor relations experience in major mutual fund, wire - house brokerage and buy-side in billionaire family office private equity (Consumer, Industrial, Financial, Real Estate).
  • Strong in managing multiple strategic initiatives, cross-cultural and cross-functional. Client centric and focused on ethical and moral contribution of value in relationship management with stakeholders.
  • 5 Years overseas in Korea with basic speaking and reading ability in Korean & Chinese
  • High Drive/Striven for Results/High Quality Wisdom/Exacting and Perfectionism/Problem Solving
  • Value Creation/Value Conversion/Team Building
  • Financial Integrity/Technical Leadership - Investment/Finance/Macroeconomics
  • Encourage Focused Risk/Reward Analysis and Action
  • Leadership/Strong Verbal and Written Communications, Negotiation and Persuasion Ability
  • Globally Oriented and Connections/Talent Development

TECHNICAL SKILLS:

Mergers & Acquisitions/Corporate Finance, Relative Value/DCF Modeling, Equity Research, Deal Structuring, Real Estate Finance, Due Diligence, Fundamental Analysis, Trading, Investment, Valuations, Portfolio Management - Private Equity, Value, Special Situations. Financial Modeling: M&A/Corporate Finance, Argus/Dyna (Real Estate), Excel/VBA, Industrial/Consumer Valuation Modeling, Bank Valuation Modeling, Portfolio Modeling, Option-Pricing/FI Modeling, Family Office Management & Consulting

PROFESSIONAL EXPERIENCE:

Confidential, Philadelphia, PA

Private Equity/Financial Analyst

Responsibilities:

  • Operating company (Industrial, Consumer, Financial) and real estate private equity investment and M&A including origination, due diligence, financial structuring and portfolio management.
  • Designed complex buyout, recapitalizations, valuations, acquisitions, divestitures, debt capacity analysis for 58 transactions valued from $20MM to $350MM. Executed over $500MM in acquisitions/$400MM in divestitures.
  • Management of external team relationships and due diligence: operating partners/investors, attorneys, accountants and expert advisors.

Confidential, New York, NY

Financial Consultant

Responsibilities:

  • Completed Corporate Finance/Investment Banking Training Program.
  • Increased HNW client assets under management with target Confidential per client of $5MM+.
  • Practice was national in scope.
  • Multigenerational Family Office/Comprehensive Wealth Management style practice.

Confidential, Valley Forge, PA

Senior Associate

Responsibilities:

  • Initiated $350 Million Confidential transferred to Vanguard from near ultra-high net worth clients.

Confidential, Paramus, NJ

Manager-Business Development

Responsibilities:

  • American operations increased unit percentage growth
  • Oversaw 54 dealership/franchise relationships covering North & South America

Confidential

Intern

Confidential, Bethlehem, PA

Executive Director

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