Poolie is private equity backed provider of pool maintenance and repair services rapidly expanding through organic growth and strategic acquisitions.

• Partnered with industry and product teams to cover and generate deal flow from the largest global VCs and Family Offices

• Supported Head of Investment & Corporate Banking in client calling efforts, ad hoc requests and managing internal Banking Americas initiatives and processes• Managed key client deliverables and follow-ups, proactively preparing for upcoming meetings, organizing events and drafting outreach on behalf of the Head of Investment & Corporate Banking• Developed and implemented overall Banking Americas business strategy with most senior leaders of Mizuho• Drove operational excellence and business process improvements through key technology and efficiency initiatives• Provided oversight and management of front office risk and controls and compliance matters• Revamped and implemented comprehensive business forecasting and operational reporting• Coordinated and facilitated Banking Americas underwriting and credit committees

• Supported public cruise client in preparation of market sizing analysis for sale of software and hardware assets• Developed comprehensive integration plan and executed key workstreams of large bank integration including preparation of all merger program executive communications and reporting to C-Suite and Board of Directors

• Partnered with other agents, law enforcement professionals, and private sector professionals investigate and prosecute securities fraud violations both domestically and abroad• Conducted background investigations of Bureau applicants and White House appointees

• Led the marketing and execution of buyside and sellside advisory assignments across various industries• Managed internal and external deal teams in preparation and presentation of deliverables including financial models, business valuation, client data rooms, due diligence efforts, and other various ad hoc analyses• Coordinated with internal and external counsel and other third-party advisors to negotiate non-disclosure agreements, review purchase and sale agreements, and coordinate diligence activities

• Supported the execution of Fixed Income, Equity, and M&A transactions across the diversified industrials sector• Spearheaded internal fixed income commitment committee memo and credit approval processes• Collaborated closely with leveraged finance, capital markets, corporate banking, and global risk management colleagues to ensure all deals were properly vetted and any potential credit concerns mitigated in a timely fashion• Drafted company lender presentations and facilitated investor q&a in financing transactions• Developed marketing materials including confidential information memorandum, and management presentations working closely with Management and/or Sponsors in sellside processes

• Performed in-depth industry research and company analysis for internal memorandums or client presentations• Developed company specific valuation and cash flow models and other analyses including comparable company analysis, precedent transactions analysis, and discounted cash flow analysis• Created best practices to help with growth and build out of team and RBC platform

• Highest rated analyst in 2009 class • Significant lead “left” deal experience with both fixed income and equity deals in utilities space

• Received highest rating among peers within group; received full time offer of employment upon graduation • Contributed to marketing and execution of various capital markets transactions • Developed fundamental valuation skills

• Utilized Oracle to prepare inventory account for quarter-end close; assisted with inventory tracking system conversion• Worked with associates to fulfill request-for-proposals for new potential contracts, evaluate term sheets and pricing

• Partnered with various project teams to prepare analyses and reports for multiple ad hoc assignments• Led team of interns to develop new resort concept, marketing plan, and pro forma financial analysis