Emma Lea-Biles Email & Phone Number

Seattle, Washington, United States

Bellevue, Washington, United States

Investment Department: Supported portfolio construction and asset allocation process. Conducted economic, market and equity research. Commenced due diligence process and financial modeling for prospective investments. Delivered performance attribution analytics. Experience trading in Orion Eclipse and monitoring private fundsAdvisory Department: Presented client meeting materials and developed cash flow plans, annual budgets and balance sheets in eMoney. Synchronized client data across multiple software platforms and prepared performance reports to support 7 advisors with over 250 high net worth familiesClient Services: Managed client paperwork, coordinated payment transactions and communicated with clients via email. Developed cash-flow ledgers and coordinated charitable giving analysis to meet client goals and optimize tax efficiency

Eugene, Oregon, United States

Created stock valuations based on market research and financial modelling. Developed summary reports and pitched any recommendations to peers. Demonstrated experience creating discounted cash flow, adjusted present value and comparable analysis models in Excel.

Eugene, Oregon, United States

Created an investment thesis to source an impact-led business seeking up to $1.5M in fundingRequired to conduct due diligence by evaluating the market opportunity, capital efficiency, impact, andinvestment financing structures for the selected companyPrepared a presentation and report to pitch the selected start-up to a panel in Spring 2022.

Eugene, Oregon, United States

Competition provided an opportunity to develop a deeper understanding of the corporate M&A field, financial advisory and private equity services over an 8-week period. Presented pitch to panel.

Exeter, England, United Kingdom

Began working on the Oyana project in September 2018 as a general project member, with the mission of setting up a small social enterprise in Kwa Murugi, Kenya. Responsible for leading a sub-team to create social media content and develop a long-term business strategy from September 2020. Held weekly sub-team meetings and co-ordinated marketing materials. Also acted as a member of the finance sub-team to aid the grant application process and communicated with potential start-up funds.

Master Of Science - Ms, Finance, General

Completed modules include: 'Python for Finance', 'Wealth Management', 'Financial Accounting' and 'Fixed Income Securities'

Bachelor Of Science - Bs, Business Management With Marketing, 1St Class Honours

Activities and Societies: Member of Enactus ExeterSchool Commendation 2018/19 and 2020/21 for excellent academic performance Modules.