Jordan Monello
PE Analyst/Manager, Strategic Projects at RCG Ventures- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LPSep, 2018- Oct, 2024
Experience
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RCG Ventures
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United States
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Software Development
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1 - 100 Employee
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PE Analyst/Manager, Strategic Projects
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Oct 2021 - Present
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River Capital Group Holdings
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United States
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Investment Management
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1 - 100 Employee
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Junior Associate
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Jul 2019 - Present
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Flex Employee Services
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Operations Analyst
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Jul 2019 - Oct 2021
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Marist College
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United States
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Higher Education
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700 & Above Employee
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Student in the Fixed Income Course at Marist College
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Sep 2018 - Dec 2018
-Interviewed for a position in the optional course at Marist College which aims to assist students in understanding the factors that affect the bond market -Helps students gain exposure to different investment strategies in the fixed income market -Helps students gain awareness of current events that affect the bond market. -Conducted research on several areas of the fixed income market (especially the High Yield Market) and found viable investment opportunities within them -Calculated Macaulay and Modified Duration by using Microsoft Excel -Gained knowledge on several different types of Asset Backed Securities -Gained a better understanding of the bond market as a whole and how it functions in relation to economic conditions Show less
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Private Equity Intern
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Jun 2018 - Aug 2018
-Analyzed potential investment opportunities to determine if the investment was viable. -Conducted industry research to help co-workers make important business decisions. -Participated in meetings where executives of the firm would discuss future strategy. -Discovered business opportunities that the firm is currently pursuing. -Contacted professionals outside of the firm to try to acquire their business so the firm can expand. -Analyzed potential investment opportunities to determine if the investment was viable. -Conducted industry research to help co-workers make important business decisions. -Participated in meetings where executives of the firm would discuss future strategy. -Discovered business opportunities that the firm is currently pursuing. -Contacted professionals outside of the firm to try to acquire their business so the firm can expand.
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Neuberger Berman
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United States
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Financial Services
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700 & Above Employee
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Private Asset Management Intern
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May 2018 - Jun 2018
-Gained exposure to the energy sector and specifically focused on investing in Master Limited Partnerships (MLP) and Equities. -Assigned to analyze different securities to determine if the investment was viable. -Constructed analysis reports for colleagues to use and give constructive criticism. -Participated in meetings where analysts would discuss investment ideas and strategies. -Gained exposure to the energy sector and specifically focused on investing in Master Limited Partnerships (MLP) and Equities. -Assigned to analyze different securities to determine if the investment was viable. -Constructed analysis reports for colleagues to use and give constructive criticism. -Participated in meetings where analysts would discuss investment ideas and strategies.
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Imperial Capital, LLC
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Financial Services
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100 - 200 Employee
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High Yield Department Intern
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Jun 2017 - Aug 2017
-Intern in the high yield department -Participated in morning meetings where colleagues discussed previous activity/results and strategies moving forward in relation to the overall marketplace -Assisted traders and sales force -Listened in on phone calls between employees and clients -Analyzed internal investment reports to determine the viability of investment -Acquired basic understanding on how to operate Bloomberg -Performed basic research on behalf of traders and sales force with respect to specific companies and investment opportunities Show less
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Education
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Marist College
Bachelor's degree, Finance, General -
Istituto Lorenzo de' Medici