Christopher Dalton Email & Phone Number

San Diego, Ca, Us

Columbus, Ohio, United States

Columbus, Ohio, United States

Analyst in the Industrials group

Los Angeles, California, United States

• Completed three-stage internship that contained a three-week bootcamp, simulated case study, and live client engagements• Learned M&A deal & Private Equity basics, ins and outs of financial statements, forecasting, 3 statement models, valuation techniques & strategies, Financial Due Diligence, Quality of Earnings reports, and ways a CFO can improve a business• Utilized bootcamp expertise to engage in a simulated case and submitted an IOI, LOI, Investment Deck, and LBO model• Strengthened my working knowledge of Financial Due Diligence by shadowing and contributing to 3 live engagements

San Diego, California, United States

- Reviewed Quarterly Reports, Financial Statements, and Schedules of Investments and entered the correct data into databases - Completed individual and cross-sectional portfolio analysis focusing on market trends by strategy, sector, and geography- Monitored and reported on the investment activity and performance of leading private equity firms - Reviewed and reconciled quarterly reports/capital account information of monitored funds, and provided information used in preparing client reports- Strengthened my knowledge of the Private Markets through learning series offered throughout the summer

Rochester, New York, United States

- Compiled weekly Macroeconomic research reports and presented findings to the CIO and senior members of the fund - Sat in on data analytics meetings and took notes of important discussion topics and distributed when necessary - Sifted through technical indicators on FactSet to identify trends and reported findings to the CIO - Strengthened my knowledge of both the Capital Markets and Technical Analysis evaluation strategies

Bsba, Finance, General

Bachelor Of Science In Business Administration - Bsba, Finance

Ucsd Entrepreneurship And Innovation Executive Training Program

Week-long executive training program focusing on small business start-ups and innovation.

High School Diploma

Activities and Societies: AP Scholar with Honor, San Diego Union-Tribune All-Academic Team.