Heather Marcum-Leslie

Portfolio Specialist at BNY MELLON CAPITAL MARKETS, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Sugar Land, Texas, United States, US

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Experience

  • BNY MELLON CAPITAL MARKETS, LLC
    • Houston, Texas, United States
    • Portfolio Specialist
      • Jun 2023 - Present

  • Macquarie Group
    • Houston, Texas, United States
    • Compliance Executive
      • Feb 2010 - 2013

  • U.S. Bank
    • Greater Boston
    • Portfolio Compliance Analyst/admin CDO
      • Dec 2007 - Jan 2010

  • Eaton Vance
    • United States
    • Exchange Fund Intern
      • May 2007 - Aug 2007

      • Performed research and analysis of numerous complex corporate actions and provided support for portfolio management with various matters such as valuation issues, general tax implications of certain investment transactions, reporting issues, etc. • Assisted in shareholder and SEC reporting process of various funds • Provided detailed reviews of SEC filings and shareholder reports, prepared by an outside service provider, for accuracy, completeness and consistency. • Performed research and analysis of numerous complex corporate actions and provided support for portfolio management with various matters such as valuation issues, general tax implications of certain investment transactions, reporting issues, etc. • Assisted in shareholder and SEC reporting process of various funds • Provided detailed reviews of SEC filings and shareholder reports, prepared by an outside service provider, for accuracy, completeness and consistency.

  • LIFESTYLE|CAPITAL
    • United States
    • Assistant Analyst
      • May 2006 - Aug 2006

      • Assisted this small advisory/principle investment firm in the development and review of financial models (cash flows, projections, liquidity and comparables), analysis of transaction structures, industry and competitive analysis, compilation of memos, and preparation presentation materials. Selected transactions: - Participated in the valuation, structuring, and industry analysis for a $20 million MBO of a leading pool and outdoor patio retailer. - Performed analysis and assisted in the financial modeling process for the potential acquisition of one of the nation's largest residential home electrical contractor. Show less

Education

  • University of Houston
    Bachelor of Science - BS, Accounting and Finance Double Major
    2003 - 2007

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