Kevin Yue
Buy Side Bootcamp at Fordham Alternative Investments Club- Claim this Profile
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Bio
Experience
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Fordham Alternative Investments Club
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United States
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Financial Services
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1 - 100 Employee
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Buy Side Bootcamp
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Oct 2023 - Present
New York, United States -Selected as 1 of 8 sophomores from 100 applicants based on demonstrated interest, case study proficiency, and an interview -Developing technical skills in DCF and LBO modeling, distressed debt and stock pitches, and fundamental research -Building professional presence through exclusive industry networking events and individualized interview preparation
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Private Equity Research Analyst
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Sep 2022 - Present
New York, United States -Develop necessary skills for hedge fund portfolio management including portfolio construction, risk management, and research -Work in small groups to develop research reports, investment strategies, and compete in stock pitch competitions -Track and present overview of private equity industry performance and key players utilizing cumulative and annualized returns volatility, and Sharpe ratio -Identify trends in financial markets and investment strategies including long/short equity… Show more -Develop necessary skills for hedge fund portfolio management including portfolio construction, risk management, and research -Work in small groups to develop research reports, investment strategies, and compete in stock pitch competitions -Track and present overview of private equity industry performance and key players utilizing cumulative and annualized returns volatility, and Sharpe ratio -Identify trends in financial markets and investment strategies including long/short equity and general equity
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Carrier HVAC
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Industrial Machinery Manufacturing
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700 & Above Employee
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Financial Planning and Analysis Intern
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May 2023 - Aug 2023
Kennesaw, Georgia, United States -Load and query weekly orders and functional cost reporting using SQL, MSD, and Hyperion Financial Management -Modeling field labor utilization, T&M revenue and margin, cash flow, and EBIT in Power BI and Excel dashboards -Maintain price/cost impact through variance analysis in top line, AR, and cash flow reports to forecasts and annual plan
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Harrison & Sudacom
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United States
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Business Consulting and Services
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1 - 100 Employee
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Consulting Intern
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Aug 2021 - May 2022
Atlanta, Georgia, United States -Performed competitive analysis projects of product portfolios and company claims for potential investors -Prepared management presentations for clients involving market share, competitors, and key claims -Collected, organized, and consolidated market research data from MCNs and TMT companies into management presentations -Assisted with the development and implementation of strategic marketing plans to maximize brand recognition
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Officer
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Aug 2020 - May 2022
Johns Creek, Georgia, United States -Competed in SIFMA Foundation Stock Market Game against students across the United States to maximize returns -Performed technical and fundamental analysis across a diverse range of industries to curate potential investments -Invested $100,000 in stocks, ETFs, bonds, mutual funds and other assets using a simulated stock exchange -Proposed and executed trades to minimize risk exposure and diversify investment portfolio according to market trends
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University of Georgia - Terry College of Business
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United States
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Higher Education
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300 - 400 Employee
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Accelerated Business Program
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Jun 2021 - Jun 2021
Athens, Georgia, United States -Collaborated with peers and placed second in a case competition to design and present a solution to the digital divide -Attended career workshops with local executives from PwC, Travelers, and AT&T to develop leadership skills -Networked with peers, industry leaders, and local professionals to gain industry-specific knowledge and experience -Participated in mock interviews, team-building exercises, and leadership workshops to refine professional abilities
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Abbott’s Bar & Grill
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United States
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Restaurants
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Server
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Feb 2019 - Aug 2019
Johns Creek, Georgia, United States -Ensured optimal guest experience by seating guests, taking orders, and serving dishes with a positive attitude -Effectively communicated with restaurant staff and managed orders in a fast-paced environment -Fostered relationships with repeat guests and skillfully addressed and anticipated customers’ service needs -Recruited 3 new employees and trained junior servers on service expectations, safety procedures, and restaurant protocols
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Lightcraft Lighting Inc
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United States
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Intern
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May 2018 - Aug 2018
Suwanee, Georgia, United States -Facilitated over $10,000 in transactions of landscape lights for contractors and businesses from across the Southeast -Communicated and recorded sales invoices, product deliveries, pricing, and product descriptions with clients -Registered product orders, packaged products, and scheduled product deliveries for over 50 clients at warehouse -Helped organize and calculate revenue, operating costs, income, and net profit using Microsoft Excel and Quickbooks
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Education
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Fordham Gabelli School of Business
Bachelor of Science - BS, Finance, General -
Northview High School
High School Diploma, Summa Cum Laude