Rajan Cinclair Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

Miami, Florida, United States

Dallas, Texas, United States

Greater New York City Area

• Shadow lead investment analyst in all aspects of investment diligence and monitoring including evaluating new investment opportunities, conducting desktop research, reading SEC filings, building financial models, conducting diligence calls, attending management meetings, writing investment memoranda, and communicating findings to investment committeeSelected Projects• Assist with diligence for a potential investment in a PIPE to finance a SPAC’s acquisition of an operating business− Review public SEC filings and non-public disclosure to assess key business drivers and potential risks− Attend management meetings and expert calls to diligence key issues, including competitive advantages and industry outlook− Participate in drafting sessions with management to rebuild public investor relations presentation− Analyze historical financials of a key competitor using SEC filings and equity research to assess industry headwinds• Support diligence and monitoring for an existing public equity position in a specialty retailer− Conduct primary diligence by calling retail stores nationally to build a proprietary dataset on availability of a key product− Perform industry research on key competitors by reviewing publicly available information and compiling company profiles

Austin, Texas Area

• Researched ~150 ETFs, mutual funds, and product portfolios which were implemented in >100 brokerage accounts under $10K• Organized Salesforce data on revenue, client meetings, and conversion rates; presented weekly to forecast monthly revenue• Recruited 20 high-potential candidates for full-time job interviews by contacting >350 candidates through LinkedIn and Glassdoor

Austin, Texas Area

• Reviewed and protested property taxes for 100 properties owned by the company across the United States• Saved ~$35k in taxes by comparing property appraisals against values of similar homes and identifying $1.5mm delta• Created digital system for organizing 400 properties into a single searchable database, increasing day-to-day efficiency

Dallas/Fort Worth Area

• Designed and administered three “Pitch Perfect” camp sessions for boys and girls with an interest in singing • Guided children in learning vocals of four different pre-chosen songs for each camp session• Created dance moves for the children to perform while singing• Organized end of camp session recitals for parents to see what their children learned throughout the camp

• Tutored students one on one in SAT, ACT, and academic subjects

• Managed product development, marketing, and financial information