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