Adam Elpern Email & Phone Number

Jacksonville, Florida, United States

• Management, research, and collection of Treasury fail charges to ensure that all penalties owed by the seller for failure to deliver Treasury securities in a timely manner are received by Cantor
• Handle incoming claims of Treasury fail charges from buyers of Treasury securities to verify that penalties owed by Cantor are accurate and need to be paid
• Preparing and facilitating multi-million-dollar agency and syndicate loans, receivable, and payableTreasury fail charges to obtain an accurate cash position for each account

New York, New York, United States

• Valued several companies by using public comparable and DCF analysis to determine if a fund position should be acquired
• Updated various metrics in financial models by looking through quarterly reports and other fund documents to ascertain the performance of the largest positions within acquired funds
• Recorded and summarized calls with industry analysts to provide upper management with insights regarding the performance of the largest positions within a targeted fund

London, England, United Kingdom

• Researched & categorized over 100 infrastructure companies by utilizing S&P Capital IQ and analyst reports for prospective infrastructure fund investments
• Gathered information about various infrastructure funds by reading analyst reports to ascertain certain characteristics, metrics, and investment strategies
• Helped in the preparation of the daily cash report by looking through fund calls, distributions, FX transactions, and other cash flows to determine if the fund had sufficient cash levels
• Analyzed the causes of the largest drivers of value add & loss in Coller’s flagship funds to determine fund strategies going forward

Tampa, Florida, United States

• Helped to structure the incoming analyst training program by consulting with third party vendors and senior management
• Prepared and updated various charts, figures, and other materials for weekly meetings
• Tested Lattice’s performance management system for compatibility with the company, ease of use, and features or bugs that employees should be aware of

Riverview, Florida, United States

• Delivering customer orders
• Cleaning the restaurant

Sun City Center, Florida, United States

• Stocked and maintained chemicals, power tools, and various products
• Assisted customers with questions they had and loaded products into their cars
• Cleaned and disposed of chemical containers

Boca Raton, Florida, United States

• Fulfilled customer orders of various apparel items
• Packed and shipped out customer orders

Boca Raton, Florida, United States

• Handled customer transactions as a cashier
• Fulfilled customer orders by making food and drinks

Master'S Degree Candidate, Finance, General

Bachelor Of Science - Bs, Finance, General

Education record

Associate Of Arts - Aa