Industrials & resources equity analyst

Description: Assist two analysts in the coverage of 40+ aerospace & defense and general industrials companies.

Description: Provided valuation services for a variety of pre-deal and post-deal strategic planning purposes, such as acquisition bidding, goodwill impairment testing, purchase price allocation, and tax planning:- Assisted in the development of a financial modeling template used to digest large amounts of financial data and produce individual legal entity valuations for complex organizational structures.- Valued 15 subsidiaries of a mineral wool insulation manufacturer using the discounted cash flow method for both a purchase price allocation and legal entity tax valuation; delivered a narrative report with recommendations on how booking intangibles within specific entities would affect firm profitability.- Traced the legal entity organization chart and parent-subsidiary ownership stakes of a power management company to value over 100 legal entities; created a dynamic and critical ownership matrix used to assign equity values to investments in subsidiaries of parent companies. - Valued a global agricultural producer's subsidiary using both income and market approaches for signs of goodwill impairment; drafted and delivered a narrative report consisting of relevant analysis and recommendations.- Analyzed purchase price allocation trends in the general chemicals industry; resulted in a slide deck showcasing common-sized expected amortization expense as a percentage of purchase prices in the chemicals industry, which was delivered in a client proposal.

Description: Analyzed small-cap and mid-cap equity securities to make investment recommendations for an $800,000 University-sponsored investment fund.- Drafted 7 equity research reports covering the existing portfolio and under-valued securities.- Generated a sector research report detailing growth assumptions and drivers to support equity valuations.