Charles Feldner
Associate at MidCap Financial- Claim this Profile
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Bio
Experience
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MidCap Financial
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United States
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Financial Services
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200 - 300 Employee
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Associate
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Mar 2022 - Present
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Analyst
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Mar 2021 - Feb 2022
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MidCap Financial
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United States
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Financial Services
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200 - 300 Employee
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Private Credit Summer Analyst
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Jun 2020 - Jul 2020
• Worked on the underwriting and origination side of the leveraged finance division, performing multiple deal reads on prospective lending opportunities by analyzing the investment thesis, company financials, and assessing associated risks • Assisted underwriting team with diligence work by coordinating information requests with sponsors, modeling credit offerings, and creating credit presentations that were distributed as part of the MidCap credit process • Assisted with cross… Show more • Worked on the underwriting and origination side of the leveraged finance division, performing multiple deal reads on prospective lending opportunities by analyzing the investment thesis, company financials, and assessing associated risks • Assisted underwriting team with diligence work by coordinating information requests with sponsors, modeling credit offerings, and creating credit presentations that were distributed as part of the MidCap credit process • Assisted with cross departmental project to redevelop Midcap’s “pre-closing” materials with the goal of increasing usability and uniformity across MidCap and Apollo presentations Show less • Worked on the underwriting and origination side of the leveraged finance division, performing multiple deal reads on prospective lending opportunities by analyzing the investment thesis, company financials, and assessing associated risks • Assisted underwriting team with diligence work by coordinating information requests with sponsors, modeling credit offerings, and creating credit presentations that were distributed as part of the MidCap credit process • Assisted with cross… Show more • Worked on the underwriting and origination side of the leveraged finance division, performing multiple deal reads on prospective lending opportunities by analyzing the investment thesis, company financials, and assessing associated risks • Assisted underwriting team with diligence work by coordinating information requests with sponsors, modeling credit offerings, and creating credit presentations that were distributed as part of the MidCap credit process • Assisted with cross departmental project to redevelop Midcap’s “pre-closing” materials with the goal of increasing usability and uniformity across MidCap and Apollo presentations Show less
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Georgia Tech Foundation, Inc.
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United States
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Higher Education
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1 - 100 Employee
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Investments Analyst
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Aug 2019 - May 2020
• Researched and analyzed prospective fund opportunities to build out an investment pipeline of present and future opportunities into the Atlanta Venture Space with a $20 million allocation, along with developing a standardized co-investment procedure • Analyzed returns data from current portfolio positions to understand strategic relationships while also participating in on-site meetings with prospective fund managers during portfolio transformation • Participated in sourcing and due… Show more • Researched and analyzed prospective fund opportunities to build out an investment pipeline of present and future opportunities into the Atlanta Venture Space with a $20 million allocation, along with developing a standardized co-investment procedure • Analyzed returns data from current portfolio positions to understand strategic relationships while also participating in on-site meetings with prospective fund managers during portfolio transformation • Participated in sourcing and due diligence for new funds through financial statement analysis, evaluating exits, and leading reference calls Show less • Researched and analyzed prospective fund opportunities to build out an investment pipeline of present and future opportunities into the Atlanta Venture Space with a $20 million allocation, along with developing a standardized co-investment procedure • Analyzed returns data from current portfolio positions to understand strategic relationships while also participating in on-site meetings with prospective fund managers during portfolio transformation • Participated in sourcing and due… Show more • Researched and analyzed prospective fund opportunities to build out an investment pipeline of present and future opportunities into the Atlanta Venture Space with a $20 million allocation, along with developing a standardized co-investment procedure • Analyzed returns data from current portfolio positions to understand strategic relationships while also participating in on-site meetings with prospective fund managers during portfolio transformation • Participated in sourcing and due diligence for new funds through financial statement analysis, evaluating exits, and leading reference calls Show less
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Boston Scientific
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Global Supply Chain Analyst
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May 2019 - Aug 2019
• Worked with Global Demand Planners in SI&OP cycle across multiple product families to meet market requirements • Analyzed Interventional Cardiology division planning resources to develop strategy to improve service level based on product portfolio per region which uncovered a deficiency in the European and Middle Eastern market. • Supported cross-functional team with manufacturing site transfer to Penang, specifically demand & capacity preparation utilizing SAP and… Show more • Worked with Global Demand Planners in SI&OP cycle across multiple product families to meet market requirements • Analyzed Interventional Cardiology division planning resources to develop strategy to improve service level based on product portfolio per region which uncovered a deficiency in the European and Middle Eastern market. • Supported cross-functional team with manufacturing site transfer to Penang, specifically demand & capacity preparation utilizing SAP and RapidResponse • Observed & created SOP for Sourced Finished Medical Device supplier accounts within IC division to be used for training and reduce business risk Show less • Worked with Global Demand Planners in SI&OP cycle across multiple product families to meet market requirements • Analyzed Interventional Cardiology division planning resources to develop strategy to improve service level based on product portfolio per region which uncovered a deficiency in the European and Middle Eastern market. • Supported cross-functional team with manufacturing site transfer to Penang, specifically demand & capacity preparation utilizing SAP and… Show more • Worked with Global Demand Planners in SI&OP cycle across multiple product families to meet market requirements • Analyzed Interventional Cardiology division planning resources to develop strategy to improve service level based on product portfolio per region which uncovered a deficiency in the European and Middle Eastern market. • Supported cross-functional team with manufacturing site transfer to Penang, specifically demand & capacity preparation utilizing SAP and RapidResponse • Observed & created SOP for Sourced Finished Medical Device supplier accounts within IC division to be used for training and reduce business risk Show less
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GHX
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United States
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Hospitals and Health Care
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700 & Above Employee
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Operations Analyst
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Jan 2018 - May 2018
• Audited vendor credentials and provided bi-weekly customer reports utilizing Excel • Satisfied daily work requests through SalesForce updating hospital points of entry and badging stations • Audited vendor credentials and provided bi-weekly customer reports utilizing Excel • Satisfied daily work requests through SalesForce updating hospital points of entry and badging stations
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Education
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Georgia Institute of Technology
Bachelor of Science in Business Administration, Concentration- Operations, Certificate- Finance