Jonathan Deng Email & Phone Number

Washington D.C. Metro Area

Greater New York City Area

Walnut Creek

• Performed budget forecasts, risk and scenario analysis for clients’ project viability analysis • Successfully assisted clients in obtaining loans by creating and presenting income forecast models that incorporated coverage analysis and downside scenario analysis to bank credit committees• Oversaw the successful merger of three asset management companies with combined AUM of over $1B by performing 3-year post-merger income forecasts of the new firm that accounts for litigations, debt… Show more • Performed budget forecasts, risk and scenario analysis for clients’ project viability analysis • Successfully assisted clients in obtaining loans by creating and presenting income forecast models that incorporated coverage analysis and downside scenario analysis to bank credit committees• Oversaw the successful merger of three asset management companies with combined AUM of over $1B by performing 3-year post-merger income forecasts of the new firm that accounts for litigations, debt repayments, partner buyouts, synergy and additional partner benefits Show less

Equity analysis Intern at a hedge fund based in San Francisco

I am the VP of education for FAME, my responsibility includes managing the investment club, CFA study group, and the FAME investment fund.

Master Of Science (M.S.), Finance

Ba, Economics

Activities and Societies: Economics Student Association, Financial Analysis and Management Education Group 2009 Dean's List

Cfa Level Ii Candidate

Education record