Daniel Dallal
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Daniel Dallal Email & Phone Number

Investment Analyst at Pensam
Location: Miami, Florida, United States 7 work roles 2 schools
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Current company
Role
Investment Analyst
Location
Miami, Florida, United States
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Who is Daniel Dallal? Overview

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Daniel Dallal is listed as Investment Analyst at Pensam, a with 33 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Daniel Dallal.

Daniel Dallal previously worked as Analyst at Safe Harbor Capital Partners and Investment Analyst Intern at Concise Capital Management, Lp. Daniel Dallal holds Bachelor Of Business Administration - Bba, Finance-Real Estate-Business Law, 3.98/4.0 from University Of Miami Herbert Business School.

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Email format at Pensam

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Pensam

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Profile bio

About Daniel Dallal

I am currently a student at the University of Miami Herbert Business School, pursuing a double major in Finance and Real Estate, with a minor in Business Law. I am a licensed mortgage loan originator in the states of CA, FL, CO, TX, CT, AZ, and NC. I am currently a default recovery analysis intern at Concise Capital Management, LP. Concise is a hedge fund that specializes in short duration high yield bonds, company turnarounds, and loan workouts.

Current workplace

Daniel Dallal's current company

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Pensam
Pensam
Investment Analyst
Florida, United States
Employees
33
AeroLeads page
7 roles

Daniel Dallal work experience

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Investment Analyst

Florida, United States

Investment Analyst Intern

Miami, Florida, United States

• Focused on analyzing investment opportunities in high-yield bonds, special situation financing, andcompany turnarounds

Default Recovery Analysis Intern

Miami, Florida, United States

• Led a case study focused on analyzing recovery methods and outcomes for a wide variety of complex default scenarios involving loan workouts and capital restructuring• Documented all transactions relating to 24 unique default cases leading to a comprehensive financial model highlighting recovery and performance metrics• Aggregated 15+ years of recovery metrics to support multiple analytical models, such as recovery distributions and position duration analyses, leading to comprehensive outputs for investor relations

Apr 2024 - Aug 2024

Portfolio Manager

Coral Gables, Florida, United States

• Covered multiple stocks in the SMIF fund portfolio and determine the optimal weight for the stock in the portfolio • Created financial market updates to ensure the delivery of relevant market information to other members of the fund

Equity Analyst

Coral Gables, Florida, United States

• Completed DCF and comparable companies valuations of firms assigned by sector head, setting a price target and a buy, sell, or hold decision for the respective stock• Collaborated with team members to conduct financial statement analysis, utilize BloombergTerminal for data sourcing, and prepare/deliver stock pitches

Jan 2024 - Aug 2024

Loan Officer

• Manage the full spectrum of mortgage loan processes, from initial client outreach to the final closing, encompassing credit assessments, property appraisals, income analysis and customized financial advice to address varied client requirements

Jun 2020 - Apr 2024
Team & coworkers

Colleagues at Pensam

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2 education records

Daniel Dallal education

FAQ

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What company does Daniel Dallal work for?

Daniel Dallal works for Pensam.

What is Daniel Dallal's role at Pensam?

Daniel Dallal is listed as Investment Analyst at Pensam.

Where is Daniel Dallal based?

Daniel Dallal is based in Miami, Florida, United States while working with Pensam.

What companies has Daniel Dallal worked for?

Daniel Dallal has worked for Pensam, Safe Harbor Capital Partners, Concise Capital Management, Lp, University Of Miami Student Managed Investment Fund, and Mbanc.

Who are Daniel Dallal's colleagues at Pensam?

Daniel Dallal's colleagues at Pensam include Kristian Ventura, David Perez, Agustin De Goytisolo, Gabriel Fernandez, and Gavin Beekman.

How can I contact Daniel Dallal?

You can use AeroLeads to view verified contact signals for Daniel Dallal at Pensam, including work email, phone, and LinkedIn data when available.

What schools did Daniel Dallal attend?

Daniel Dallal holds Bachelor Of Business Administration - Bba, Finance-Real Estate-Business Law, 3.98/4.0 from University Of Miami Herbert Business School.

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