Caroline Johnson Email & Phone Number

Newport Beach, California, Us

Cover PIMCO's Alternatives product suite - $173 billion in assets under management, supporting fund launches with our financial partners:- Manage the entire work stream of onboarding new fund offerings with funding partners, through the pitching stage, due diligence processes, legal negotiations, operational setup, and fundraising- Cover strategic relationships with major financial institutions by engaging in client servicing requests, managing CRM databases, tracking fund flows, coordinating meetings, and supporting new product implementation

New York, Ny, Us

- Assisted in the execution of 5 new issue transactions (IPO, convertible debt) by conducting market research, generating valuation analyses, presenting to internal committees, and liaising with external parties- Devised targeted investor outreach strategies for clients, coordinating road show scheduling as well as aiding in the preparation of due diligence materials and meetings

London, Gb

- Allocated various assets across multiple distribution verticals and led the relationship of two capital market accounts

London, Gb

- Produced extensive credit analysis on prospective clients that covered industry background, structure details, financial models, and security packages which were then presented before approval committee

- Selected as one of the top 28 students to manage $1.5 million in a global portfolio through fundamental equity selections - Conducted fundamental and technical analysis on Materials subsectors to generate financial models, analyze asset allocation and ultimately pitch recommendations for the fund

- Lead discussions focused on current Fortune 500 business sustainability trends and corporate change makers in terms of CSR- Provided simulation based education for high school students by directing and coaching on debate rhetoric and public speaking- Authored in-depth research papers on SDGs and current events for academic implementation

Greenwich, Connecticut, Us

- Calculated performance metrics such as IRR and MOI through compilation of cash flows and portfolio data - Assisted with capital calls and distributions, including one distribution of $25 million to over 95 investors - Reviewed quarterly valuation analysis on portfolio companies to investigate exit values - Monitored quality tests on assets within CLO vehicles to ensure all trades are executed in accordance with concentration limitations and various other restrictions

Wilmington, Ma, Us

New York, Us

- Attended weekly seminars and pitched a stock investment project on Amazon in a team to industry professionals, including a complete competitive and financial analysis to reach an associate status- Examined research on the technology sector, prepared a DCF analysis, and conducted weekly industry reports that ultimately led to a pitch of Intel stock to be included in Fordham’s nationally competitive virtual portfolio - Partnered with Barclays mentor to analyze IT sub sectors, identify trends and brainstorm stock screening parameters

Boston, Massachusetts, Us

- Worked with the Merchandising Logistics Coordinator to brainstorm ideas about ways to improve quality issues in the warehouse and donated over 200 pairs of used shoes to the Dress for Success organization - Helped plan the first company event with over 500 people in attendance, set up the location with a team and sold shoes to 40 customers during the event- Conducted a presentation on the trends found based the sell through percentages and calculated quartiles- Examined quality issues on shoes and recorded the data for warehouse management

Us

- Secured the building at night and managed the flow of numerous teams using the facilities

- Opened and closed the store, counting and ensuring the security of daily cash records up to $3,000- Courteously and cheerfully interacted with up to 200 customers per shift and ensured that the store was well-organized and completely stocked by keeping employees on task as shift manager- Trained many new employees and made weekly schedules, accommodating over 20 other employees with specific hours and vacations

Finance, General

High School