Aidan Barry Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Associate in fund accounting, operational readiness.

Amherst, Massachusetts, United States

Business and Market Development, pre-seed and seed-level fundraising

Amherst, Massachusetts, United States

Greater Boston Area

• On a weekly basis, conduct extensive research on potential acquisitions for in the lower middle market, typically numbering around 40 companies per week and with anywhere from $10 million to $500 million in yearly.
• Produce a weekly report on solid potential investments supported by strong quantitative and qualitative data on both the company and the industry it is operating within
• Create and analyze valuation models of various companies and industries using provided financial statements, including profit and loss statements and balance sheets in order to estimate value of target companies

• Contributor to a small student-run news outlet
• Wrote articles on topics including US foreign and economic policy

Boston, MA

• Searched for and assessed new avenues of investment to broaden firm’s client base to target millennials and ESG interested investors
• Assisted in maintaining tactical asset allocation model portfolios by evaluating the mutual funds offered with MorningstarIndependent Investment Research and the Bloomberg Terminal
• Gave reports after monitoring and analyzing the financial performance of portfolios and positions of individual clients
• Assisted with various projects, including designing a new website for the company

Franklin, MA

• Independently assisted a business broker in processing and analyzing the financials of small businesses in the area to be sold
• Applied financial information of said businesses into making educated assessments on companies with around $1,000,000 in yearly revenue on their worth and on potential buyers
• Assisted in the sale of over 30 small businesses
• Created reports given to potential buyers and sales pitches of businesses being sold

Boston, MA

• Oversaw the processing of both initial and renewal applications, typically around 20 a day, for all Irish citizens in the New England area, as well as all non-US citizens attempting to secure student visas in Ireland
• Involved in creating emergency and expedited passports for citizens with short times before travel dates
• Participated in the hosting of events like a conference of the Irish language to help promote economic and cultural relationships between Ireland and New England

Master Of Finance, Alternative Investments, 3.8

I graduated in the first ever Master of Finance in Alternative Investments program at UMass Amherst. I have been CAIA level I certified.

Bachelor Of Business Administration (B.B.A.), Finance, General, 3.84 Gpa

Activities and Societies: UMass Boxing, UMass Russian Language & Culture

Finance & Economics, Business, 1St Class Honours

Activities and Societies: Corruption and Economics Research AssistantStudy Abroad semester, selected on merit to attend DCU School of.