Anthony E. Email & Phone Number

Princeton, New Jersey, United States

• Due Diligence: Conducted comprehensive equity research on companies aligning with SDGs, leveraging Syntax and Bloomberg data to analyze financial statements, market trends, and ESG metrics for identifying.
• Financial Modeling: Developed financial models to evaluate investment opportunities and potential returns on public equities, contributing to the management of a portfolio valued at over $105 million
• Stock Pitching: Leveraged quantitative and qualitative research to make stock recommendations for all SDGs assigned to me
• Portfolio Construction: Built active portfolios and launched indices for multiple SDGs, and developed a proprietary formula for risk-adjusted weights to generate alpha

Chicago, Illinois, United States

• Deal Experience: Led comprehensive due diligence and LBO financial modeling driving the evaluation and execution of key mid cap deals in the healthcare sector
• Valuation: Used advanced Excel and financial databases to conduct critical investment analyses (~$50-70 million), determining deal viability and optimizing DCF and Precedent Transactions valuation methods
• Teamwork: Collaborated with sr. investment team members, contributing essential insights to the strategic deal-making process
• Written Communication: Crafted and presented detailed investment memoranda, effectively communicating the strategic valueand potential of deals to the investment committee

Atlanta, Georgia, United States

• Cost Analysis: Developed intricate business models using Excel, saving $2 million in costs through improved decision making
• Valuation: Assisted in the quarterly impairment and valuation process for Microsoft’s strategic and ESG investments
• P&L Accounting: Presented comprehensive P&L and Balance sheet results during monthly financial review meetings

New York, New York, United States

• Due Diligence: Leveraged multiple financial research systems to identify prospective investments for the Legal Assets Group
• Forecasting: Created dynamic valuation models for accurate forecasts, resulting in a $7 million improvement in ROI projections
• Target Company Presentations: Analyzed and presented prospective investment opportunities and potential acquisition targets
• Portfolio Monitoring: Utilized Excel to track potential investments and existing holdings in the fund’s internal database

Westwood, Massachusetts, United States

• Due Diligence: Assessed investments aligning with company strategy, resulting in a $15 million increase in portfolio value
• Teamwork: Collaborated with Hedge Fund team by supporting database management and Hedge Fund research efforts
• Investment Research: Conducted extensive research on over 400 potential investments, leading to $20 million in profitableinvestment opportunities

New York, United States

• Due Diligence: Participated in due diligence process for investments, resulting in $5 million in profitable investment decisions
• Financial Modeling: Developed financial models to evaluate investment opportunities and potential returns
• Investment Pitching: Prepared and presented investment memos and pitches detailing potential returns, resulting in $10 millionin secured funding

Master Of Business Administration - Mba, Finance, General

Activities and Societies: ● Memberships: Graduate Finance Association; Alpha Investment Club; Graduate Entrepreneurship Club ● Honors.

Bachelor’S Degree, Finance, General

Education record