Angelo Christian Zaratan, Cfa Email & Phone Number

New York, United States

New York, United States

Joined Corporate Fuel Advisors as an Investment Banking Analyst to support the company's growing corporate finance and private equity activities. I perform in-depth company and industry research supporting specific client engagements and marketing opportunities. I also support financial modeling and valuation assessments using various methodologies.I help identify transaction opportunities, write and prepare transaction-related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis. Serves as a valuable team member in the execution of advisory and financing transactions, ultimately being able to work independently to lead deals.

New York, United States

As a senior team member, my role expanded to include leading the research team to increase efficiency and assure quality of research output in support of the fund objectives (i.e. market-rate returns alongside social impact in global healthcare issues). I helped identify and analyze over 170 prospects from the fund's investable universe, and produced detailed buy-side company research and recommendations.Most notably, the role evolved into equity research which helped me hone key skills in the impact investment practice. I also contributed to generating investment thesis and and potential impact strategies for prospective portfolio companies. I also provided key support in portfolio management (e.g. watchlist tracking), fund operations, research workflow processes, and other related administrative tasks.

New York, United States

Supported financial research related to qualifying prospective portfolio companies and tracking a watchlist of publicly-listed equities in the healthcare space. I worked closely with the managing partner in generating investment ideas, research content, as well as establishing workflow processes.---Global Health Funds (Global Health Investment Advisors, LLC) invests in listed healthcare companies globally with a goal to improve the lives of millions in resource-constrained environments each year. The fund is based on the work and success of Global Health Investment Advisory, the world’s first impact venture capital fund in the healthcare space - a fund that was originated by the Gates Foundation. GHF takes a friendly activist role in listed companies and only invests if the companies have strong impact and performance potential. The fund is led from New York and Helsinki, Finland.

Taguig, National Capital Region, Philippines

As a senior product developer of Content Integration - Asia Team, I helped optimize financial data for client investment workflow processes. I led projects and worked primarily on Fundamentals, ESG data, Statutory Insurance financials, and Regulatory Bank data. I collaborated with client consultants, back-end operations and software engineers in creating and improving products that lead to business retention and growth. I also managed various databases, user interface enhancements, process documentations, data queries, technical support, QA tests, and third-party communications.Project highlights include leading the effort to integrate A.M. Best's US Statutory Insurance databases and workstation UI. This is an invaluable part in the company's deep sector content strategy to displace a competitor's effective monopoly on this dataset. This was featured in the FactSet Q2-2020 operations highlights. (media link below)

Taguig, National Capital Region, Philippines

I took ownership of various diverse content products primarily in MSCI ESG and Economic Exposure data. I was also able to work on other asset types outside of equities (e.g. funds, and fixed income). Expanding FactSet's ESG data coverage helped our clients meet IPS requirements for environmental and socially-responsible investing. Other prominent roles include: product design, database development, QA testing, documentations, and UI programming.

Taguig, National Capital Region, Philippines

I increasingly worked on various product enhancements as well as important bug fixes. I also assisted in more QA testing responsibilities to proactively detect and prevent data errors. In addition to fundamentals datasets, I expanded my knowledge by working on other data content such as Key Performance Indicators (KPI) for REITs and Homebuilding companies.

Taguig, National Capital Region, Philippines

As a new hire in the Fundamentals Integration - Manila Team, I gained basic understanding of the financial markets, financial information, and FinTech industry. I answered client questions on FactSet workstation data. This includes troubleshooting and resolving product errors. I handled queries related to FactSet's proprietary fundamentals database, as well as third-party fundamentals databases such as Refinitiv's (previously known as Thomson Reuters) TR Knowledge Direct and Worldscope products, as well as S&P Global's Compustat dataset. I also began working on small-scale product enhancements which required programming knowledge.---FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 66,000 users see and seize opportunity sooner. The company, for over 40 years, has been committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of dedicated specialists.

Makati, National Capital Region, Philippines

Under the exclusive PLDT Student Camp 2013 program, I was a student-trainee under the Enterprise Analytics Group (EAG) with training as a business data analyst for the Data Analytics Infrastructure Management (DAIM) division. The internship involved handling of data from PLDT's SME clients to help generate ideas in increasing sales and subscriptions. The experience culminated with a project on customer segmentation framework which was eventually used by EAG for targeting promotional materials across multiple market segments.---PLDT (NYSE:PHI | PSE:TEL) is the leading telecommunications and internet service provider in the Philippines. The company offers the largest and most diverse range of telecommunications services across the Philippines’ most extensive fiber optic backbone and fixed line, cellular and satellite networks. Founded on November 28, 1928, it has one of the largest market capitalization among Philippine-listed companies.

Master Of Business Administration - Mba, 95.31%

Activities and Societies: Industry meet-ups, documentary club, podcast club, TedTalk club, industry leader webinars, etc.Accepted.

Bachelor'S Degree, Economics

Activities and Societies: Ateneo Economics Association (Project Manager) • Junior Fellowship for Financial Literacy (Member) • Ateneo.

Valedictorian

Activities and Societies: Campus Journalism (The Shoe Valley, Editor-in-Chief) • Student Government (Student Council Chairman) • MHS.