Stephen Walsh Email & Phone Number

New York, New York, United States

New York, New York

Greater New York City Area

Greater New York City Area

• Research private equity firms verifying current and historical portfolio companies.
• Monitor and create M&A deals relevant to a particular private equity firm’s funds.
• Construct profiles of private equity firms comprising of management, company description, and funds.
• Analyze strategies, sub-strategies, and vintage years in determining the correct fund for a portfolio company.

Greater New York City Area

• Reviewed financial documentations and Bloomberg data to ensure its accuracy and relevance.
• Collaborated with a team of financial professionals in both domestic and international departments to complete tasks per client requests.
• Analyzed, updated, and corrected Bloomberg terminal data based on the most current information available.
• Contacted investment banks requesting corporate filings of recently issued securities.
• Worked closely with multiple Fixed Income securities including hybrids, floating rate bonds, and sinking funds.

Greater New York City Area

• Facilitated and managed outside golf team by delegating positions to co-workers.
• Maintained strong social skills by communicating with members about their needs.
• Managed financial receipts of outside operations and transferred to golf shop staff