Michelle Glozman Email & Phone Number

New York, Ny, Us

London, Gb

- Ran weekly group meetings with members to update on fund performance, communicate with board members, assist with pitches, and make fund decisions- Rewrote IPS with the approval of board members to impact future fund decisions and increase future efficiency of trades

- Organized group information including recruiting, interviewing, scheduling, organization of documents, and reported information to the other c-suite executives- Communicated with current and prospective members on responsibilities of the group as well as portfolio updates to assist in member success

- Coordinated with other student analysts to make decisions about equities in a student-endowed fund with over $700,000 in assets in the goal of outperforming the S&P 500- Met with the board to provide reasoning for decisions about the fund and provide updates on fund performance

London, Gb

- Assisted with client presentations for tender offers, exchange offers and open market repurchases- Compiled relevant information and metrics relating to current activities of the Liability Management and used the information to create updates for the Debt Capital Markets team on ongoing deals and completed transactions- Created and performed various presentations as part of the intern capstone project on topics such as deal reviews, market updates, and client suggestions to demonstrate an understanding of the bank’s activities and update team members on current events relevant to Debt Capital Markets

Hartford, Ct, Us

- Collaborated with other interns at Virtus affiliate firms to create a capstone project regarding improving ESG scores. This included utilizing S&P Capital IQ as well as other resources to compile research and make recommendations- Researched ESG metrics relating to products in Kayne Anderson Rudnick’s portfolio and rated them based on their performance. This included going through company reports, news about the companies and using MSCI and Sustainalytics rankings.

New York, Ny, Us

- Accepted into a highly selective, rigorous 4-week training program focused on core finance and investment concepts and skills taught by leading business school professors and investment professionals. - Earned a 7-week paid internship on an investment team at a top asset management internship- Coursework and case studies included accounting, valuation, financial modeling, Bloomberg terminal, asset allocation, presentation, and business etiquette skills

Amherst, New York, Us

- Worked to conduct surveying research on the University at Buffalo student attitudes towards Hillel and the school as a whole- Used this information to create events for students that met their professional and social goals

Amherst, New York, Us

- Networked with local Jewish professionals and established professional relationships- Learned about Buffalo's business and non-profit scene to gain a greater understanding of the community

Philadelpia, Pa, Us

- Communicated with customers to make sure they were receiving an ideal in store experience- Worked with other team members to ensure a seamless experience for customers

Us

- Created financial reports reflecting monthly operating costs- Worked with department heads to create effective reports reflecting key performance indicators

- Communicated with patients to establish a clear treatment plan between them and the doctors- Created invoices and spreadsheets for an organized practice

Bachelor Of Science - Bs, Business Administration Concentrating In Financial Analysis And International Business

Education record