Lead project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and review financial models for debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.Design financial models for discounted cash flow, market multiple, market transaction and option pricing analyses.Perform valuation analysis on a wide range of illiquid investments across industries and… Show more Lead project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and review financial models for debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.Design financial models for discounted cash flow, market multiple, market transaction and option pricing analyses.Perform valuation analysis on a wide range of illiquid investments across industries and geographies.Perform in-depth industry, market, and competitor research and valuation analysis on public and private entities, while using accepted and relevant approaches and theory.Interview clients to gather relevant data and information for engagements.Present valuation analyses and conclusions including written reports to client management teams.Attend relevant industry and networking events to maintain industry knowledge.Manage, train, and develop associates and analysts at the firm. Show less

Perform in-depth valuation analysis using various valuation methodologies for companies across industries and geographies.Build financial models for discounted cash flow, capitalized cash flow, market transaction/multiple, and intangible asset valuation, among other methodologies.Perform industry, market, and economic research to understand drivers, opportunities, risks and other relevant factors pertaining to the entities being analyzed.Analyze and create periodic… Show more Perform in-depth valuation analysis using various valuation methodologies for companies across industries and geographies.Build financial models for discounted cash flow, capitalized cash flow, market transaction/multiple, and intangible asset valuation, among other methodologies.Perform industry, market, and economic research to understand drivers, opportunities, risks and other relevant factors pertaining to the entities being analyzed.Analyze and create periodic financial reports such as budgets, financial planning documents, and other industry-related documents.Create and update presentations including sales support materials and proposals, client reports, and deal marketing materials, among others. Show less

Participate in all aspects of the development and implementation of the Mariana platform.Gather and analyze business, technology and investment requirements of credit managers ranging fromhedge funds, middle market lenders, private equity and venture capital firmsWork with front, middle and back office investment teams to develop best practices in datamanagement, financial modeling, compliance reporting and data visualization.Assist in the automation of quarterly… Show more Participate in all aspects of the development and implementation of the Mariana platform.Gather and analyze business, technology and investment requirements of credit managers ranging fromhedge funds, middle market lenders, private equity and venture capital firmsWork with front, middle and back office investment teams to develop best practices in datamanagement, financial modeling, compliance reporting and data visualization.Assist in the automation of quarterly reporting, cash flow optimization, trade work flows and othercritical business processes.Leading the development of financial statement data scraping and processing technology. Show less

Conducted independent research on Big Data Analytics and its applications to fundamental analysis. Assisted with the development of new course materials for Finance and Applied Investment coursesGraded assignments and tests, provide feedback and held regular office hours.

Assisted with performance analysis on Large-Cap Dividend Growth and Small-Cap Growth portfoliosConducted and present independent research and back-testing on the Small-Cap Growth portfolio and investment process refinement ideas.

Performed fundamental research and analysis on small and mid-cap companies. Assisted the investment team the preparation of investment recommendations and reports.Attended research conferences, management meetings and sell-side analyst meetings.

Developed, planned and implemented educational, social, and recreational programs.Participated in the selection, evaluation and training of new resident assistants.

Worked with the derivatives operations department with maintaining daily collateral balances.Processed daily futures trades in Bloomberg, Calypso and various accounting systems.Reviewed and implemented procedures based on Dodd Frank regulations on OTC trades.