Jiří Daniel, Cfa Email and Phone Number
Jiří Daniel, Cfa work email
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Jiří Daniel, Cfa personal email
I am a passionate finance professional with experience from London and New York, as well as a particular interest in FinTech, financial services, private equity (PE), and venture capital (VC). Being / having been an award-winning student of marketing, a qualified (and award-winning) financial and management accountant, a CFA® charterholder, and a successful ‘intrapreneur,’ I take a holistic view of business that transcends financial modeling and enables more thoughtful analysis. I enjoy thinking strategically about the impact of innovation and new technologies on businesses in general, and on the financial services industry in particular, examples of which can be seen in my work relating to FinTech and blockchain / crypto-assets.I am currently working as an Investment Banking Associate within Lazard’s Financial Institutions Group in New York. Prior to completing my MBA at the University of Chicago Booth School of Business, I spent five years at EY in London, most recently within Transaction Advisory Services - Valuation, Modeling, and Economics. While at EY, I served leading clients in the PE and VC industries, which helped expand my experience beyond my core focus area of traditional financial services.I pioneered accounting for crypto-assets at EY, co-authored the firm's first publication on the topic, and presented to senior global leadership audiences both within and outside the firm. I also spearheaded two further pieces that demystify the valuation of crypto-assets and the EU regulation of crypto-asset capital markets, making over 75,000 social media impressions. More recently, I co-authored and championed an EY publication outlining key improvements for VC funds to make in their investment valuation methodologies, especially as they relate to complex capital structures.a.k.a.: George Daniel (Note: George is the English version of Jiří, and much easier to pronounce!)
Truist Securities
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Investment Banking AssociateTruist Securities Jun 2024 - PresentAtlanta, Us -
Investment Banking AssociateLazard Aug 2021 - Jan 2024New York, New York, UsNorth America M&A and Strategic Advisory | Financial Institutions Group -
Investment Banking Summer AssociateLazard Jul 2020 - Aug 2020New York, New York, UsNorth America M&A and Strategic Advisory | Financial Institutions Group -
Valuations ExecutiveEy Jan 2018 - Aug 2019London, GbEMEIA Financial Services Org. | Transaction Advisory Services | Valuation, Modeling and EconomicsSelected Experience:• Potential acquisition of a portfolio of 13 PE investments across a range of industries• Joint venture transaction involving a ~$50mm FinTech / payments start-up • ~$250mm Disposal of a FTSE 100 Industrial Conglomerate’s Business Unit• 19 FinTech / technology investment valuation reviews (PE and VC fund audits) • ~50 loan valuations in support of a FTSE 100 insurer’s audit• Valuations of leveraged loan and equity investments in ~25 investees (audit; top-20 global PE firm) Selected Activities:• Valuation analysis (DCF, public & transaction comparables, VC Method, etc.)• Client interaction; e.g., leading due diligence / query log calls with deal teams and/or target company management, up to Partner or CFO level (as applicable) • Preparation and review of internal and client-facing valuation reports • Coaching and supervision of analysts Special Initiatives:• Spearheaded EY’s UK FS Valuation team’s first-ever publication - one presented at EY's Global Blockchain Summit (2019)• Shaped an EY publication highlighting common shortcomings in PE and VC funds’ valuations and capital structure modeling -
Assurance Fintech TeamEy Jan 2017 - Mar 2019London, GbSelected Experience: • Designed and led research into how key blockchain technology design variations affect performance, security, governance and potential adoption• Pioneered accounting for crypto-assets at EY, co-authoring "IFRS (#) Accounting for crypto-assets" – a paper ultimately shared with the IASB staff• Presented on blockchain technology to EY’s Global IFRS Policy Committee (twice, ~one hour each time) and on accounting for crypto-assets at EY’s client-facing Global Blockchain Summit (2018) in New York• Conceived and co-authored "Life of a coin: shaping the future of crypto-asset capital markets," a white paper setting out how existing financial market regulations may apply to crypto-assets -
SeniorEy Oct 2016 - Jan 2018London, GbSenior Part-QualifiedEMEIA Financial Services Organization | Assurance | Wealth & Asset ManagementSelected Experience:• Completed up to 22 investment valuation reviews representing $50bn+ in EV, including growth equity in three technology companies, during three years auditing the flagship funds of a top-10 global PE firm, managing up to eight analysts and helping one develop into a team leader• Pioneered data analytics for PE investment portfolio audit valuation risk assessment at EY London, with results presented to client’s board• Evaluated the impact of changing technology and client needs on EY Assurance as part of the Audit of the Future internal strategy project, helping prepare a workshop attended by ~30 senior partners including the EMEIA FS Assurance and Global FinTech Leaders (see Projects section below)• Assurance FinTech team member; Blockchain and Banking & Payments sub-teams (see above)• Cass Business School / City University Campus Recruitment Team member -
AssociateEy Sep 2015 - Sep 2016London, GbEMEIA Financial Services Organization | Assurance | Wealth & Asset Management -
Associate (Industrial Placement)Ey Jul 2013 - Jul 2014London, GbEMEIA Financial Services Organization | Assurance | Wealth & Asset ManagementIndustrial Placement• Client-facing role working for a mixture of clients ranging from large FTSE 250 asset management firms to small hedge funds• Key areas of experience: private equity sector, GIPS (Global Investment Performance Standards) verification, testing of controls• Key achievement: developed a new testing procedure, using statistical methods to verify the allocation of 90,000+ funds to composites at a FTSE 250 wealth manager -
InternAccenture Jul 2011 - Jul 2011Dublin 2, Ie -
Contractor - TranslatorBivš, A.S. (Banking Institute) Sep 2010 - May 2011 -
InternMinistry Of Foreign Affairs - Czech Republic Aug 2010 - Aug 2010Prague, CzAmericas Dept. -
Intern - TranslatorAutocar Magazine Jul 2009 - Dec 2009Autocar Magazine Czech Republic -
InternMinistry Of Foreign Affairs - Czech Republic Jul 2008 - Aug 2008Prague, CzAmericas Dept.
Jiří Daniel, Cfa Education Details
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The University Of Chicago Booth School Of BusinessGeneral -
Cass Business SchoolAnd Related Support Services -
Icas - The Professional Body Of CasAccounting And Finance -
Gymnázium Jana NerudyNatural Sciences
Frequently Asked Questions about Jiří Daniel, Cfa
What company does Jiří Daniel, Cfa work for?
Jiří Daniel, Cfa works for Truist Securities
What is Jiří Daniel, Cfa's role at the current company?
Jiří Daniel, Cfa's current role is Financial Services M&A at Truist | Industry expertise: FinTech, wealth & asset management, private equity (PE), banking.
What is Jiří Daniel, Cfa's email address?
Jiří Daniel, Cfa's email address is ji****@****ard.com
What schools did Jiří Daniel, Cfa attend?
Jiří Daniel, Cfa attended The University Of Chicago Booth School Of Business, Cass Business School, Icas - The Professional Body Of Cas, Gymnázium Jana Nerudy.
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