Luke Mistretta Email & Phone Number

Foxborough, Massachusetts, United States

Foxborough, Massachusetts, United States

Foxborough, Massachusetts, United States

• Support delivery of strategic consulting engagements across a range of sports and entertainment clients (leagues, teams, industry players)
• Spearhead quantitative and qualitative research to inform actionable recommendations
• Facilitate milestone read-outs, discovery interviews, and working sessions with C-suite and executive stakeholders
• Oversee standard project management requirements (e.g., delegating team responsibilities, tracking against SOW, internal/external updates)

Foxborough, Massachusetts, United States

Boston, Massachusetts, United States

• Presented directly with potential and existing client stakeholders in an effort to sell new projects, demonstrate work progress, and highlight key findings
• Led client interviews to help gather requirements and further understand current-state processes and systems
• Created extensive Excel-based data dictionaries and training modules for several major banks to ensure compliance with regulatory reporting standards
• Analyzed and interpreted complex SQL logic in order to assist non-technical audiences
• Examined Federal Reserve reporting guidelines and intricate client documentation to ensure thorough project completion

New York, New York

• Assisted a bank in implementing a new KYC (Know Your Customer) software to ensure the efficacy and efficiency of their anti-money laundering efforts
• Crafted detailed user stories in JIRA to assist developers based on client requirements
• Automated pipeline tracking through VBA for the Financial Crimes practice to save time and avoid manual errors

Boston, Massachusetts

• Interfaced with Portfolio Managers to create presentations and other quarter-end reports covering factor performance, market trend resilience, and investing model updates
• Utilized FactSet and Axioma to conduct deep-dive analyses of performance attribution focusing on asset allocation, stock selection, up-down capture, and tracking error
• Assisted the team with completing RFPs (Request for Proposal) covering key capabilities (e.g. risk management and stress testing) to attract clients
• Attained an in-depth understanding of asset management, specifically factor research, portfolio optimization, and trading

Boston, Massachusetts

• Utilized comprehensive knowledge of financial statements to produce bi-weekly reports for the Deal Team
• Spearheaded Summit’s semi-annual LP (Limited Partner) Updates for 100+ portfolio companies by writing commentaries based on leverage, liquidity, and profitability metrics
• Conducted due-diligence in proofreading Summit’s quarterly financials, as well as their Annual Meeting Presentation
• Developed modeling experience by assisting the Finance Team with portfolio company valuations

Beverly, MA

• Organized and supervised tennis drills for children ages 4-13 years-old
• Ran classes ranging from one-on-one to 15 children
• Motivated the players and engaged them in play through different games
• Assisted the owner in an assortment of tasks to keep the club running including hanging nets, cleaning, and repairing items throughout the club

Bachelor Of Science Degree In Business Administration, Summa Cum Laude, Dual Concentration In Finance And Management Information Systems

Activities and Societies: Delta Tau Delta Fraternity (SGA Representative 2017; Treasurer 2018), Little Brothers Friends of the Elderly.

High School Diploma

Activities and Societies: Model UN, Chinese Ambassadors Club (Vice President)