Devanshi Thakkar Email & Phone Number

New York, NY, US

New York, NY, US

NEW YORK, New York, US

• Merger Arbitrage Investment Team Member
• Originate and execute proprietary investment opportunities through thematic sourcing initiatives across sectors to generate alpha
• Conduct comprehensive due diligence on potential investment targets by analyzing financial statements, assessing depth and quality of management teams and identifying financial, operational, and regulatory risks
• Perform primary research, read public filings, construct financial models, speak with industry & company contacts
• Build company overviews, researching potential vertical and horizontal overlaps, read nuanced merger agreements
• Assess regulatory and shareholder approval likelihood using historical precedents, market data, and shareholder sentiment analysis

Zurich, CH

Corporate Client Solutions - Corporate Lending (Syndicated Debt)⋅ Provide deal closing and maintenance cycle support to Corporate Lending, Leveraged Capital Market, Global Equity Derivatives, Loan Trading and Sales desk, as needed⋅ Actively manage a portfolio of 65+ clients valuing over $25 billion⋅ Closed deal on both new accounts and amendments, totaling.

Stamford, Connecticut, US

⋅ Qualified small business for Paycheck Protection Program loans via analyzing tax returns and credit scores⋅ Acted as a liaison between clients and partnering banks⋅ Processed over $2.5 million in small PPP loans

Newark, New Jersey, US

International Insurance - Japan Regional Controllers⋅ Participated in a ten-week internship group project on Financial Wellness, presenting to senior leadership⋅ Attended various leadership development events: training, lunch and learns, mentoring circles, etc. ⋅ Communicated with executives to create a Source of Earnings Deck and Adjusted Operating Income.

Storrs, CT, US

Diversity and Inclusion Office⋅ Provided administrative support and organized multiple events for the Native American Cultural Center⋅ Kept abreast of best practices and current trends in diversity and inclusion while actively promoting it on campus

Stamford, Connecticut, US

⋅ First place winner of the nationwide intern competition, played the role of a finance expert ⋅ Worked on a team serving as a liaison between senior leaders of Harman’s 4 divisions, Samsung, and the C-Suite⋅ Assisted with enhancing the overall financial forecasting and analysis functions ⋅ Facilitated day-to-day operations, prepared financial statements.

Stamford, Connecticut, US

⋅ Originated over $7.5 million in SBA-guaranteed 504 and 7a loans ranging from 100k to $1.4 million⋅ Trained onboarding analysts on the firm’s client management and financial analysis practices⋅ Advised clients on SBA loans via phone and determined borrower eligibility while inputting data into Salesforce⋅ Developed strong relationships with clients and.

Newark, New Jersey, US

⋅ Completed intensive data analysis upon receive coaching on financial tools used in Microsoft Excel⋅ Presented information regarding retirement and acquisition of clientele in a Case Competition⋅ Developed business potential and soft career skills including collaboration, critical thinking, and persuasion

Basking Ridge, NJ, US

⋅ Provided excellent customer service⋅ Prepared cafe beverages and food⋅ Handled customer funds as a cashier⋅ Advised and monitored the progress of new employees

Rutherford, New Jersey, US

⋅ Tutored students ages 5-17⋅ Provided help to students struggling with math and reading⋅ Delegated appropriate lesson plans to individual students

Bachelor Of Science - Bs, Finance Major, Mathematics And Management Minors

Study Abroad, Finance, Math

High School