Investment Banking Analyst
CurrentCapital Markets Group• Equity-Linked Origination• At-the-Market Offerings
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Joseph M. is listed as Investment Banking Analyst at Cowen Inc., based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Joseph M..
Joseph M. previously worked as Investment Banking Summer Analyst at Cowen Inc. and Associate Analyst at Nittany Lion Fund, Llc. Joseph M. holds Bachelor Of Science - Bs, Finance, Minor In Economics, 3.89 from Penn State University.
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I am a recent graduate from the Penn State Smeal College of Business with a degree in Finance. I am interested in opportunities involving investment banking, growth equity, or venture capital.
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New York, United States
Capital Markets Group• Equity-Linked Origination• At-the-Market Offerings
New York, New York, United States
• Assisted analysts and associates in the preparation of materials for clients on strategic, financial, and valuation considerations regarding proposed or ongoing convertible security financings and at-the-market (ATM) offerings• Pitched a multi-product capital raising solution for a distressed public company to a panel consisting of Managing Directors from various financial products within the Capital Market group and the Head of Capital Markets• Supported the Convertible Securities and ATM teams in additional ad-hoc capacities to improve process flow
State College, Pennsylvania, United States
• Managed investments for the Healthcare and Utilities sector within the approximately $14.00 MM student-run hedge fund comprised of private investor capital, while targeting the goal of outperforming the S&P 500• Created weekly, monthly, quarterly, and annual reports of company-specific events and macroeconomic trends to monitor investment patterns and to form an understanding of market movements to refine investment theses• Researched potential holdings and compile company valuations using fundamental analysis, discounted cash flows, and comparable analysis from a variety of sources including FactSet, SEC filings, and the Bloomberg Terminal
Briarcliff Manor, New York, United States
• Collaborated directly with Managing Directors to create new ways to increase cash flow yields from existing investment pools of outstanding income share agreements• Compiled and aggregated client data from various contracts to drive decision making through data analytics• Shadowed CEO daily for business development within the internship program
Activities and Societies: Bunton-Waller Merit Scholar, Penn State Investment Association, Wall Street Boot Camp, Nittany Lion Fund
Activities and Societies: National Honors Society, Rho Kappa National Honors Society, Varsity Baseball, Varsity Basketball
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Joseph M. works for Cowen Inc..
Joseph M. is listed as Investment Banking Analyst at Cowen Inc..
Joseph M. is based in New York City Metropolitan Area, United States while working with Cowen Inc..
Joseph M. has worked for Cowen Inc., Nittany Lion Fund, Llc, and Edly Student Loans.
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Joseph M. holds Bachelor Of Science - Bs, Finance, Minor In Economics, 3.89 from Penn State University.
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