Alex Perkins Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

● Managed $5.4 million AUM portfolio, executes tactical and rebalance trades of portfolio, ensuring manager votes are collected and trading documents checked for complete accuracy with approval of C-suite executives● Wrote and presented semi-annual performance reports and presentations to prospective students, other managers, alumni, faculty, and executive board of advisors● Performed market and sector research utilizing Bloomberg Terminal and Capital IQ to prepare stock valuation prospects and individual sector strategy with collaboration of managers● Supervised and delegated tasks and company stock valuations to three analysts performing valuations in the communication services sector and supports continued analyst growth and training in stock valuation and presentation techniques

Cincinnati, Ohio, United States

● Valued five companies in the communication services sector of the S&P 500 by performing equity research, due diligence, and writing a valuation thesis for each company● Built discounted cash flow (DCF) and relative valuation models to determine the intrinsic value of a company and pitching as a buy or sell with a 20 minute presentation● Presented new models and company analyses to 23 managers and analysts on a biweekly basis, strengthening presentation and effective communication skills

Denver, Colorado, United States

● Analyzed over 30 credit reports and comparable syndicated loan databases to assist in creating syndicated loan pricing terms and debt instruments based on company’s risk rating utilizing SyndTrak and Salesforce● Performed market research and analysis on the debt capital markets industry to create a syndicated loan pitchbook for over 100 Farm Credit System executives and investors● Organized and attended bank lender meeting with 30 C-suite executives and investors, assisted in negotiating fees and loan terms for syndicated term loan and upsized loan, prepared documents to assist in closing the deal

Cincinnati, Ohio

● Prepared Sarbanes-Oxley assurance and compliance audits for 3 business units, ensuring reconciliations and test attributes were satisfied by control requirements● Collaborated with managers and external auditors regarding audit process and requirements by attending and participating in over 20 walkthroughs

Cincinnati, Ohio, United States

● Assisted in the migration of Oracle Data Warehouse (ODW) to enterprise data warehouse (EDW), writing and editing SQL queries and performing quality assurance using Microsoft Visual Studio.● Utilized agile development, participated in daily stand-up meetings and utilized Jira and Rally project issue tracking tools.● Identified and resolved various database quality issues and bad data as part of assigned intern project, working on a team learning to take initiative.

Blue Ash, Ohio, United States

● Worked with marketing team to create and redesign company web pages, cleaned and organizedexisting codebase and documentation for future use.● Created Python bot for company Twitter account to monitor trends and potential customers.● Developed in HTML, CSS, JavaScript, PHP, WordPress.

Milford, Oh

● Contributed to developing and maintaining internal web portal using full-stack development.● Communicated with consultants around the world regarding software and release requirements.● Developed in HTML, CSS, JavaScript, AngularJS, Java EE, MySQL.

Bsba, Finance, Economics

Activities and Societies: Delta Sigma Pi Professional Fraternity, D’Artagnan Capital Fund, American Marketing Association, Economics.

Computer Science