Samuel Conroy Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

• Conduct valuations across a wide array of illiquid securities and businesses in multiple industries.• Perform detailed client, industry, and market research.• Build, modify, and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income, and option valuations.

Washington Dc-Baltimore Area

Industrials/Infrastructure REIT Portfolio Manager and part of the Executive Committee that managed the fund.

Washington, District Of Columbia, United States

Director of Research• Director of Research for student-managed REIT fund ($270,000) at American University.• Completed FFO Models in order to accurately value REITs.• Performed pitches on select companies to generate alpha for the portfolio.

Washington, District Of Columbia, United States

Specialty REIT Portfolio Manager. Managed a team of 5 analysts that produced reports and models weekly to be presented to the fund.

Washington, District Of Columbia, United States

MREIT analyst who produced weekly market updates as well as developed reports/models to be presented to the fund.

Washington Dc-Baltimore Area

Materials/Commodities Portfolio Manager. Developed weekly reports about current market conditions as well as helped analysts create their models/reports to be presented to the fund. Also helped manage the overall operations of the fund as a member of the Executive Committee.

Washington, District Of Columbia, United States

Energy/Commodities Portfolio Manager• Portfolio Manager for student-managed investment fund ($1,100,000) at American University.• Conducted reports and DCF models on select companies.• Tasked with outperforming the S&P benchmark.

Washington, District Of Columbia, United States

Produced weekly reports on the automotive space as well as pitched models/reports on select names to be included in the fund.

Bethesda, Maryland, United States

• Conducted in-depth credit analysis on obligors within loan pool.• Served in the management of $8BN leveraged loan portfolio.• Worked with asset managers to tailor credit facilities based on set concentration limits.

District Of Columbia, United States

Buffalo, New York, United States

Amherst, New York

While I was working as an intern at Northwestern Mutual, I developed knowledge for the world of finance. From weekly lessons about the specifics of being a financial manager to sitting in on client meetings, I was able to gain a strong grasp of insurance and finance.Key Achievements:- Converted over 50 client files from paper to an online database- Finished daily office tasks to full completion- Engaged in client meetings to gain experience in the financial field

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Member of the Financial Management Association, Participant in the 2019 Kogod Case Competition, President.

Advanced Regents Diploma, --

Activities and Societies: President of National Honor Society. Member of Interact Club, Future Business Leaders of America, Academy.