Alex Wolff Email & Phone Number

Tokyo, Jp

Merger Arbitrage and Special Situations Desk Analyst

New York, Us

Investment Research • Invested in a broad range of industries, including Consumer/Retail, Internet, Fintech, SaaS, Telecom, Cable Media, Hardlines and Broadlines. • Perform significant financial modeling including, cash flow analysis, DCFs, LBOs, merger models, debt pay off scenarios and share buy-backs analysis• Engaged with CEO, CFO and Investor Relations of public companies on corporate strategy with a focus on strategic M&A, capital allocation, competitive dynamics and identifying new market opportunities. • Conduct value-added research on key investment factors through primary diligence, including interviews with management, former employees, competitors, suppliers and customers.• Prepare detailed research reports which include industry overview, company and competitive analysis, comprehensive valuation with financial statements and investment recommendations to the portfolio management committee Investor Relations/FP&A• Developed investor presentations, managed investor relations, and coordinated investor due diligence processes as part of fund raising process.• Created and maintained monthly performance analysis tools to conduct attribution analysis and develop insights to improve team investment process and portfolio risk management.

New York, Ny, Us

• Member of 8 person investment team managing $800M in Event Driven/Special Situations and Merger Arbitrage investments. • M&A research includes, summarize merger agreements/proxies, understand the consideration, calculate downside, identify the risks, understand regulatory, speak to management and conduct expert calls. • Special situations organize investment ideas in 8 buckets: deep value, spin-offs, SOTPs break-up, turnarounds, relative value trades, pro-forma M&A, activism and catalyst driven shorts. • Manage 10-15 long positions, 3-5 short positions, while also following a stable of 20-30 actionable investment ideas.

New York, Ny, Us

• Worked with firm’s CEO, manage high net worth portfolios, research ideas and execute trades. • Assisted the PIPEs and concentrated equity PM with research and valuation, including relative valuation, DCFs and REIT conversions (Prisons, Billboards). • Developed an event monitor to track all current and upcoming situations in order to identify potential investments. • Generated investment ideas through a combination of news monitoring, industry contracts and investment screens.• Completed research memos using 2 formats, “quick looks” and “deep dives”, • Created a “1-pager”, to standardize the research process along with comps tables, historical multiples and LBO model.

• Trade execution for the firm’s clients (individual and hedge funds) using the Redi platform or floor brokers. • Responsible for gathering research, tracking portfolio companies and earnings calls and sharing investment views with clients. • Assisted the fixed income director with trading, research, and execution of various fixed income securities each day ranging from corporates, municipals and treasuries.

• Responsibilities included executing orders, managing and analyzing profit and loss statements, reconciling end of day positions as well as any trade problems that may occur on daily basis.

New York, Ny, Us

• Supported the PM of long/short equity and options portfolio: responsibilities included attending research meetings with the analyst team and PMs, financial modeling, monitoring and modeling positions, and performing fundamental research.

Bachelor'S Degree, Economics

Education record