David Horowitz, Cfa Email & Phone Number

New York, NY, US

New York, New York, United States

• Conduct market analysis, financial due diligence, portfolio analytics and monitoring, and strategic valuation for new and existing investments
• Collaborate with our portfolio company executives to discuss key performance updates and strategic initiatives to further enable growth

New York, New York, United States

New York, New York, United States

Greater New York City Area

• Valued debt and equity portfolios for closely held or publicly traded companies with a focus on the alternative investment space
• Interacted with hedge fund, private equity, venture capital, and asset management personnel on the valuation of investments
• Constructed complex financial analyses and built valuation models using discounted cash flow, trading comparable, transaction comparable, leverage buyout, probability-weighted expected return, and calibration methods
• Utilized the Black-Scholes OPM, fully-diluted, and current value methods to allocate equity for complex capital structures
• Performed industry and company analysis using S&P Capital IQ, IbisWorld, EIU, and the Bloomberg Terminal
• Reviewed and analyzed US GAAP and IFRS financial statements, articles of incorporation, term sheets, and appraisals

Greater New York City Area

• Supported execution of financial and valuation consulting engagements through researching market comparables, identifying industry trends and analyzing cash flows

College Park, MD

• Unanimously elected by the 103 brothers of the Tau Beta chapter to serve as president
• Lead weekly chapter meetings, oversee all chapter decisions, direct chapter activities, liaise and correspond with University administration, and establish semester and yearlong planning for a chapter with 103 members
• Plan and manage a $100,000 per semester budget

Middle Village, NY

• Constructed daily reports of 10+ companies summarizing key interest rates to ensure competitive standards
• Analyzed financial documents to confirm transparency at all facets of branch activityUtilized Microsoft Excel in order to facilitate day-to-day monitoring processes for 100+ clients

College Park, MD

• Created biweekly lesson plans for 38 students to develop an interactive curriculum
• Hosted TA Hours to interact and collaborate with students to enhance writing skills

University Of Maryland - College Park

• Facilitate charitable programs for 50+ children battling cancer in America
• Budget finances to help provide local patients with gifts and apparel

• Founded “NV Teens for Tomorrow”, a nonprofit organization, designed to help teenagers and young adultsorganize fundraisers for charitable causes
• Recruit new members, organize fundraisers, and manage the financial bookkeeping
• Raised over $10,000 for various charities, including Susan G. Komen Race for the Cure in New York City, JFS Wheels for Meals, Apostle House Food Drive, and Bergen County Community Food Drive

Oakland, NJ

• Performed onsite project management for large internet content provider
• Organized materials for co-location data center projects
• Reconciled materials and man power against project schedule

Education record

Bachelor Of Science - Bs, Finance

Business Honors Program

International Finance, Junior