Connor Benoit Email & Phone Number

Dallas, TX, US

New York, New York, US

New York, New York, US

• Transportation Group
• Serve as lead junior banker on deal teams for Citi’s industry leading Transportation Group (Ranked #1 in 2018 & 2019)
• Promoted to Associate one year earlier than peers due to performance and senior banker recommendations
• Run Excel optimization models and perform various sensitivity, breakeven and capacity analyses
• Research and analyze financial, operational and capital structure metrics as part of comparable analyses
• Developed a database management process to proactively monitor potential financing opportunities

New York, New York, US

• Infrastructure & Financial Structuring Group
• Responsible for deal processing and due diligence, including reviewing offering documents, completing regulatory and disclosure forms and tracking various internal policy procedures
• Created a financial Excel model for Department-wide use to size and structure Federal Credit Program loans
• Ran financial models and created presentations for client meetings, investor roadshows and rating agency meetings
• Served as junior quantitative and transaction support banker on seven transactions totaling over $2 billion

Albany, N.Y., US

• Co-manage a $200,000 long-only equity portfolio aiming to outperform the S&P 1500
• Conduct bottom-up fundamental research and build fully dynamic 3-statement financial models
• Utilize various valuation methodologies including discount cash flow and comparable analyses
• Manage and mentor a team of junior student analysts in the healthcare sector
• Responsible for the oversight and subsector allocation of healthcare stock positions
• Successfully pitched Gilead Sciences (GILD), which was highly accretive to portfolio value

Cohoes, New York, US

• Research and provide projections for individual client portfolios
• Create asset allocation tables, mutual fund performance exhibits, net worth statements, and beneficiary reviews for advisors and clients
• Analyze equity research reports, fund management commentary, legal documents, and client statements
• Assist analysts in aligning benchmarks with clients’ investment objectives
• Develop and present an overview of the Corporate Development Group to Ayco executives

New York, NY, US

• Customized reports and processed corporate actions for two $12 million hedge funds
• Prepared P&L reports and performed daily reconciliations for cash, custody, and other items
• Calculated the NAV, management, and performance fee allocation to meet month-end deadlines
• Created Excel macro to calculate accrued interest, solving a longstanding problem for the department
• Carried out due diligence and price sourcing using Bloomberg

• Performed various tasks to maintain city appearance
• Enhanced and improved ability to work on a team