Private Equity Associate

• May 2018 - Present

Business Management Analyst

• Jun 2017 - May 2018

Analyst for the Treasury and Trade Solutions Account Management team, an arm of the Institutional Clients Group, covering a portfolio of over 300 Corporate clients within North America. • Analyzed account and product trends to develop sales strategies relating to Cash and Liquidity Management solutions for a portfolio of over 300 North American parented corporations, generating significant YoY revenue growth • Utilized Oracle Business Intelligence and Excel (v-lookup, sum if, and… Show more Analyst for the Treasury and Trade Solutions Account Management team, an arm of the Institutional Clients Group, covering a portfolio of over 300 Corporate clients within North America. • Analyzed account and product trends to develop sales strategies relating to Cash and Liquidity Management solutions for a portfolio of over 300 North American parented corporations, generating significant YoY revenue growth • Utilized Oracle Business Intelligence and Excel (v-lookup, sum if, and pivots) to run pipeline, wins, and revenue analysis as well as other KPI’s to drive strategic management of corporate portfolio • Was responsible for maintaining integrity of client data representing annual revenues of around $2.5Bn to monitor client satisfaction and ensure ongoing business • Prepared all day-to-day, ad-hoc, monthly, quarterly, and annual business reporting to monitor team performance goals, accountable directly to the head of TTS North America Sales • Partnered with management across teams to deliver cross-business presentations, promoting partnership between Product, Client Delivery, Finance, Technology, Marketing and Sales • Worked closely with sector heads to discuss trends between client needs and our products to design and implement strategic cross sell initiatives Show less Analyst for the Treasury and Trade Solutions Account Management team, an arm of the Institutional Clients Group, covering a portfolio of over 300 Corporate clients within North America. • Analyzed account and product trends to develop sales strategies relating to Cash and Liquidity Management solutions for a portfolio of over 300 North American parented corporations, generating significant YoY revenue growth • Utilized Oracle Business Intelligence and Excel (v-lookup, sum if, and… Show more Analyst for the Treasury and Trade Solutions Account Management team, an arm of the Institutional Clients Group, covering a portfolio of over 300 Corporate clients within North America. • Analyzed account and product trends to develop sales strategies relating to Cash and Liquidity Management solutions for a portfolio of over 300 North American parented corporations, generating significant YoY revenue growth • Utilized Oracle Business Intelligence and Excel (v-lookup, sum if, and pivots) to run pipeline, wins, and revenue analysis as well as other KPI’s to drive strategic management of corporate portfolio • Was responsible for maintaining integrity of client data representing annual revenues of around $2.5Bn to monitor client satisfaction and ensure ongoing business • Prepared all day-to-day, ad-hoc, monthly, quarterly, and annual business reporting to monitor team performance goals, accountable directly to the head of TTS North America Sales • Partnered with management across teams to deliver cross-business presentations, promoting partnership between Product, Client Delivery, Finance, Technology, Marketing and Sales • Worked closely with sector heads to discuss trends between client needs and our products to design and implement strategic cross sell initiatives Show less

Private Wealth Management Intern

• Dec 2016 - May 2017

Worked exclusively with the Katz Wealth Management Team analyzing and organizing client portfolios. • Analyzed public equities to assist advisor’s portfolio management decisions • Updated financial advisors with news, security prices, and trades • Worked hands-on with clients to ensure their satisfaction • Assisted in the preparation of client reports and other materials for client meetings • Prepared end of year tax summaries and records of investments for clients who plan… Show more Worked exclusively with the Katz Wealth Management Team analyzing and organizing client portfolios. • Analyzed public equities to assist advisor’s portfolio management decisions • Updated financial advisors with news, security prices, and trades • Worked hands-on with clients to ensure their satisfaction • Assisted in the preparation of client reports and other materials for client meetings • Prepared end of year tax summaries and records of investments for clients who plan to join a class action suit • Processed account service requests and ensured appropriate documentation in order to open new client accounts Show less Worked exclusively with the Katz Wealth Management Team analyzing and organizing client portfolios. • Analyzed public equities to assist advisor’s portfolio management decisions • Updated financial advisors with news, security prices, and trades • Worked hands-on with clients to ensure their satisfaction • Assisted in the preparation of client reports and other materials for client meetings • Prepared end of year tax summaries and records of investments for clients who plan… Show more Worked exclusively with the Katz Wealth Management Team analyzing and organizing client portfolios. • Analyzed public equities to assist advisor’s portfolio management decisions • Updated financial advisors with news, security prices, and trades • Worked hands-on with clients to ensure their satisfaction • Assisted in the preparation of client reports and other materials for client meetings • Prepared end of year tax summaries and records of investments for clients who plan to join a class action suit • Processed account service requests and ensured appropriate documentation in order to open new client accounts Show less

Junior Equity Analyst

• May 2015 - May 2017

Selected to be an active participant in the Martin Sass Investment Institute for students at Brooklyn College. We then received in depth training on security analysis and portfolio management for this long/short equity hedge fund (MDSII) from both professors and active analysts. I was tasked with equities in the consumer staples sector. The research would take place over the semesters in which we were responsible for the equities. Responsibilities included: • Provided strategic security… Show more Selected to be an active participant in the Martin Sass Investment Institute for students at Brooklyn College. We then received in depth training on security analysis and portfolio management for this long/short equity hedge fund (MDSII) from both professors and active analysts. I was tasked with equities in the consumer staples sector. The research would take place over the semesters in which we were responsible for the equities. Responsibilities included: • Provided strategic security analysis and guidance on portfolio management decision making • Handled confidential information for portfolio stock valuation within our long/short equity fund • Reported to investment panel of industry professionals with current macroeconomic trends which could have affected our models • Pitched securities to the investment panel based on earnings reports and cash flow forecasting using comparable companies and discounted cash flows Show less Selected to be an active participant in the Martin Sass Investment Institute for students at Brooklyn College. We then received in depth training on security analysis and portfolio management for this long/short equity hedge fund (MDSII) from both professors and active analysts. I was tasked with equities in the consumer staples sector. The research would take place over the semesters in which we were responsible for the equities. Responsibilities included: • Provided strategic security… Show more Selected to be an active participant in the Martin Sass Investment Institute for students at Brooklyn College. We then received in depth training on security analysis and portfolio management for this long/short equity hedge fund (MDSII) from both professors and active analysts. I was tasked with equities in the consumer staples sector. The research would take place over the semesters in which we were responsible for the equities. Responsibilities included: • Provided strategic security analysis and guidance on portfolio management decision making • Handled confidential information for portfolio stock valuation within our long/short equity fund • Reported to investment panel of industry professionals with current macroeconomic trends which could have affected our models • Pitched securities to the investment panel based on earnings reports and cash flow forecasting using comparable companies and discounted cash flows Show less

Bookkeeper and Administrative Assistant

• Nov 2014 - Oct 2015

I was the only Bookkeeper and one of three employees within the company. I was tasked with learning the system and accounts on the go as there was no one else who had knowledge of bookkeeping and accounting after the previous bookkeeper left. • Trusted with confidential bank account information • Maintained constant contact with Brooklyn College Foundation regarding payments and reimbursements to keep records accurate • Managed all client accounts using QuickBooks, included… Show more I was the only Bookkeeper and one of three employees within the company. I was tasked with learning the system and accounts on the go as there was no one else who had knowledge of bookkeeping and accounting after the previous bookkeeper left. • Trusted with confidential bank account information • Maintained constant contact with Brooklyn College Foundation regarding payments and reimbursements to keep records accurate • Managed all client accounts using QuickBooks, included billing, accounts receivable/payable, and payroll • Created accounts within CRM for new members • Helped with administrative tasks to provide relief to the full-time administrative assistant Show less I was the only Bookkeeper and one of three employees within the company. I was tasked with learning the system and accounts on the go as there was no one else who had knowledge of bookkeeping and accounting after the previous bookkeeper left. • Trusted with confidential bank account information • Maintained constant contact with Brooklyn College Foundation regarding payments and reimbursements to keep records accurate • Managed all client accounts using QuickBooks, included… Show more I was the only Bookkeeper and one of three employees within the company. I was tasked with learning the system and accounts on the go as there was no one else who had knowledge of bookkeeping and accounting after the previous bookkeeper left. • Trusted with confidential bank account information • Maintained constant contact with Brooklyn College Foundation regarding payments and reimbursements to keep records accurate • Managed all client accounts using QuickBooks, included billing, accounts receivable/payable, and payroll • Created accounts within CRM for new members • Helped with administrative tasks to provide relief to the full-time administrative assistant Show less

Customer Service (Temp. Fill in)

• Aug 2013 - Oct 2014

This is a small family owned hardware store. I would fill in when the hardware store was short staffed due to illness, emergencies, or vacation time. • Drive Sales by informing customers of products which met their needs • Assisted sales team on the floor • Handled customer returns This is a small family owned hardware store. I would fill in when the hardware store was short staffed due to illness, emergencies, or vacation time. • Drive Sales by informing customers of products which met their needs • Assisted sales team on the floor • Handled customer returns