William Ellis is a Associate at Cerity Partners Ventures.
Cerity Partners Ventures
View- Website:
- ceritypartners.com
- Employees:
- 1282
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AssociateCerity Partners VenturesNew York, Ny, Us -
InvestorTouchdown Ventures Jul 2024 - PresentPhiladelphia, Pa, Us -
Investment Banking AnalystKbw Jul 2021 - Jul 2024New York, Ny, Us -
Investment Banking Summer AnalystStifel Financial Corp. Jun 2020 - Jul 2020St. Louis, Mo, Us• Conducted financial analyses such as DCF and M&A to participate and advise on M&A transactions • Assembled pitch materials for multiple $3-$10 billion asset acquisition targets for financial institutions• Performed detailed financial modeling to assess the valuation impact on potential mergers and acquisitions• Prepared discussion materials for management teams on industry landscape and peer performance• Updated existing cases in DCF and SOTP analysis to reflect revised valuation given changing dynamics• Completed “Training the Street” Corporate Investment Banking Training Program -
Finance - Trading Analyst Intern - Natural Gas Marketing And TradingCima Energy, Lp May 2019 - Jul 2019Houston, Tx, Us• Built detailed financial models and performed financial analysis of key trading and delivery data• Co-developed an Excel based template to streamline liquified natural gas scheduling delivery data that resulted in annual cost savings to the company of approximately $52,000 • Collaborated with trade scheduling team to assist in analysis of “day ahead” optimal delivery of trade load positions• Provided project management support to senior team members -
Finance Analyst InternPosse Resources Jul 2018 - Aug 2018• Evaluated public and private investment opportunities using public data, private modeling, trend analysis, and peer data• Conducted research and prepared discussion materials for management team on industry landscape and trends relative to acquisition and other investment opportunities • Assisted in the evaluation and modeling of mergers and acquisition opportunities • Prepared and presented stock pitches to CEO and Executives
William Ellis Education Details
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The University Of Texas At AustinFinance-Investment Banking
Frequently Asked Questions about William Ellis
What company does William Ellis work for?
William Ellis works for Cerity Partners Ventures
What is William Ellis's role at the current company?
William Ellis's current role is Associate.
What schools did William Ellis attend?
William Ellis attended The University Of Texas At Austin.
Who are William Ellis's colleagues?
William Ellis's colleagues are Stephen B. Nielander, Cfa, Trey Engen, Steve Walker, Melissa Beach, Lissa Harris, Jessica Carbajal, Bob Smoke.
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