Investment Banking Analyst
CurrentTechnology M&A and Capital Markets* Sale of Science Exchange to Waud Capital
Dec 2023 - Present
AeroLeads people directory · profile
Ory Ratoviz Email & Phone Number
Investment Banking Analyst @ Union Square Advisors
at
Union Square Advisors LLC
1 work email found
@cowen.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Investment Banking Analyst @ Union Square Advisors
Location
San Francisco, California, United States
Company size
Who is Ory Ratoviz? Overview
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Quick answer
Ory Ratoviz is listed as Investment Banking Analyst @ Union Square Advisors at Union Square Advisors LLC, a with 46 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at cowen.com and a matched LinkedIn profile for Ory Ratoviz.
Ory Ratoviz previously worked as Investment Banking Analyst at Union Square Advisors Llc and Investment Banking M&A Summer Analyst at Cowen Inc.. Ory Ratoviz holds B.S. Business Administration, Finance And Accounting from Cal Poly Orfalea College Of Business.
Company email context
Email format at Union Square Advisors LLC
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{first}.{last}@cowen.com
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AeroLeads found 1 current-domain work email signal for Ory Ratoviz. Compare company email patterns before reaching out.
Profile bio
About Ory Ratoviz
I'm a highly driven finance, accounting and statistics graduate passionate about the intersection between technology, data science and finance. I've worked in various investment and deal execution roles in the financial realm. I'm comfortable with problems that have no clear solution and am excited to collaborate with a team to succeed.
Current workplace
Ory Ratoviz's current company
Company context helps verify the profile and gives searchers a useful next step.
Union Square Advisors Llc
7 roles
Ory Ratoviz work experience
A career timeline built from the work history available for this profile.
Investment Banking M&A Summer Analyst
Offer ReceivedSelected Deal Experience:• Acquisition of MiroBio by Gilead Sciences ~$405mm (Buy-Side)• Sale of La Jolla Pharmaceuticals to Innoviva ~$149mm (Sell-Side)
Jun 2022 - Aug 2022
Private Equity Summer Analyst
• Worked directly with the investment team on modelling potential acquisitions via Excel and Argus Enterprise• Created investor presentations for portfolio performance, cash distributions, and acquisitions and dispositions • Performed market analysis on value-add industrial and office real estate in West Coast markets
Jun 2021 - Aug 2021
Equity Research Associate
• Publish reports across various product groups with an emphasis on Equity, Industry Trends, and M&A• Collaborate with finance colleagues internationally on exchanging investment theses and perspectives• Lead U.S. recruitment by building relationships with universities and recruiting qualified student analysts
Apr 2020 - Mar 2021
Senior Loan Processor
• Processed roughly $15,000,000 in loan volume month to month• Assisted clients by collecting, preparing, and submitting all essential documentation for the loan package• Cooperated with financial institutions, underwriters, and title companies throughout the lending process• Dealt with conventional, veteran administration, and federal housing administration refinances
Jun 2020 - Sep 2020
Financial Analyst
• Actively evaluated securities through fundamental, technical, and risk analysis• Created professional financial portfolios by utilizing investment management software• Learned various sales strategies by generating and contacting lead lists of key companies • Presented favorable securities for incorporation into existing clients’ investment portfolios
Aug 2018 - Feb 2019
Member/Mentee
• Worked with peers, entrepreneurs, and officials on developing solutions for various issues• Collaborated with the Ministry of Tourism of Israel on implementing new marketing strategies • Learned the fundamental aspects of start-ups and the challenges that come with them
Oct 2016 - May 2017
Team & coworkers
Colleagues at Union Square Advisors LLC
Other employees you can reach at usadvisors.com. View company contacts for 46 employees →
JJ
Joe Josephson
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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KW
Kevin Wenzel
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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FK
Filip Kolasinski
Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States
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AV
Aneal Vallurupalli
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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CH
Collin Hickey
Colleague at Union Square Advisors LlcKansas City, Missouri, United States
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JB
Joanna Barash
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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NB
Naquiya Barwaniwala
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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PK
Phillip Kim
Colleague at Union Square Advisors LlcNew York, United States
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GH
Gina Harr
Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States
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JC
Jamie Cummings
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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Joe Josephson
Colleague at Union Square Advisors LlcSan Francisco, California, United States
View →
KW
Kevin Wenzel
Colleague at Union Square Advisors LlcSan Francisco, California, United States
View →
FK
Filip Kolasinski
Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States
View →
AV
Aneal Vallurupalli
Colleague at Union Square Advisors LlcSan Francisco, California, United States
View →
CH
Collin Hickey
Colleague at Union Square Advisors LlcKansas City, Missouri, United States
View →
JB
Joanna Barash
Colleague at Union Square Advisors LlcSan Francisco, California, United States
View →
NB
Naquiya Barwaniwala
Colleague at Union Square Advisors LlcSan Francisco, California, United States
View →
PK
Phillip Kim
Colleague at Union Square Advisors LlcNew York, United States
View →
GH
Gina Harr
Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States
View →
JC
Jamie Cummings
Colleague at Union Square Advisors LlcSan Francisco, California, United States
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2 education records
Ory Ratoviz education
B.S. Business Administration, Finance And Accounting
High School Diploma, Gpa: 4.7
FAQ
Frequently asked questions about Ory Ratoviz
Quick answers generated from the profile data available on this page.
What company does Ory Ratoviz work for?
Ory Ratoviz works for Union Square Advisors LLC.
What is Ory Ratoviz's role at Union Square Advisors LLC?
Ory Ratoviz is listed as Investment Banking Analyst @ Union Square Advisors at Union Square Advisors LLC.
What is Ory Ratoviz's email address?
AeroLeads has found 1 work email signal at @cowen.com for Ory Ratoviz at Union Square Advisors LLC.
Where is Ory Ratoviz based?
Ory Ratoviz is based in San Francisco, California, United States while working with Union Square Advisors LLC.
What companies has Ory Ratoviz worked for?
Ory Ratoviz has worked for Union Square Advisors Llc, Cowen Inc., Swift Real Estate Partners, Focus Finance, and Millennial Home Lending, Inc..
Who are Ory Ratoviz's colleagues at Union Square Advisors LLC?
Ory Ratoviz's colleagues at Union Square Advisors LLC include Joe Josephson, Kevin Wenzel, Filip Kolasinski, Aneal Vallurupalli, and Collin Hickey.
How can I contact Ory Ratoviz?
You can use AeroLeads to view verified contact signals for Ory Ratoviz at Union Square Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Ory Ratoviz attend?
Ory Ratoviz holds B.S. Business Administration, Finance And Accounting from Cal Poly Orfalea College Of Business.
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