Michael Horio Email & Phone Number

California, United States

Foster City, California, United States

Pittsburgh, Pennsylvania

• Conduct analysis of client portfolios using FactSet based on risk and return metrics, expense ratios, manager strategy and style, and alignment with clients’ long-term financial goals.
• Assist in tax loss harvesting and adherence with PNC’s portfolio compliance requirements through active trading programs.

Rye, New York

• Researched online automotive marketplaces, built valuation models of publicly traded companies using the Gabelli Private Market Value with a Catalyst method, wrote an industry report detailing my research, and.
• Assisted the private equity team with daily activities and built a robust valuation model of a private lumber company, contributing to a detailed investment report.
• Conducted a fundamental analysis of a Dutch paint and coatings company and built a valuation model incorporating my analysis.

Berkeley

o Organized and executed fundraising partnerships with local restaurants resulting in $150 in proceeds. o Raised and managed over $1500 to create successful professional events for UCA's members

San Francisco

o Conducted industry research of the Refrigeration and Storage industry using IBISWorld resulting in an email campaign to over 50 prospective Bay Area companies.o Analyzed financial documents of a tax relief company and used an EBITDA multiplier to determine a fair valuation.

San Bruno

o Evaluated private company information based on risk and return fundamentals to determine readiness for secondary sale of equity.o Revised the investment sourcing process which led to greater efficiency, more reliable sources and standardized data sets incorporating Excel macros.o Automated the email writing process, tripling the daily outreach emails.

Berkeley, CA

- Networked with and contacted Bay Area companies to obtain monetary sponsorships for UCA- Fundraised and budgeted over $600 to create successful networking, philanthropy, and social events for UCA

Berkeley, CA

- Coordinated events with social chairs and risk managers of other Greek organizations to create a fun and safe party environment at Cal-Budgeted $8500 to throw social events with over 500 people in attendance

Oak Brook, IL

o Analyzed closed-end funds based on historical discounts from NAV resulting in significant investments.o Evaluated company financial reports (10-K and 10-Q) based on qualitative factors and liquidity ratios to determine investment References: David Sleeter: 630-408-2041

La Grange, IL

- Created an inventory system of over 400 pieces of bridge and railroad testing equipment, large machinery, and other assorted tools- Catalogued over 1000 reference books and organized them by the Dewey Decimal System

Greater Chicago Area

• Greeted customers, served food, communicated with other members of Team Panda, and prepped and cooked entrees.
• Received $0.50 per hour raise within 2 months

Greater Chicago Area

• Scanned paper charts into electronic medical records.
• Archived paper charts chronologically and alphabetically.

Political Economy, Economic Development In The Information Technology Age

High School Diploma