Will Hoffman Email & Phone Number

United States

Princeton, New Jersey, United States

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Contributed to Bloomberg Intelligence US Credit research content for several industry teams Leveraged advanced data analysis activities to effectively manage high quality data coverage for a portfolio of global automotive companies Identified innovative workflow efficiencies and enhanced fixed income data quality and timeliness Provided support to internal.

Collaborated with various data teams and SME’s to develop and codify several automated text search applications – saving over 2,000 hours of manual review while drastically improving dataset coverage and qualityContributed to the development of several Key Insight’s and presented their impact to senior management Facilitated the research and quality.

Newark, DE

Supervised the technology infrastructure and daily operations of the Michael and Rosann Geltzeiler Trading CenterAssisted students with the utilization of software packages and coding languages such as Bloomberg, FactSet, and RDelivered presentations to prospective students on the University’s many professional development opportunities

Newark, DE

Provided ad-hoc investment analysis and recommendations for the University’s $1.5 billion-dollar Endowment FundExecuted in-depth industry and company specific research for both global equities and private investmentsCrafted and maintained financial models to better quantify long-term valuations of portfolio holdings

Directed the University of Delaware’s student-run, actively managed investment fund with $3.1MM in AUMUtilized a value-based investment philosophy to outperform the S&P500 on a risk-adjusted basis in FY 2020Oversaw the advancement and execution of the organization’s internal education & development programs through hands-on investment experience, industry.

Newark, Delaware

Managed a team of six analysts tasked with researching and purchasing undervalued US technology equitiesOutperformed the S&P500 Technology Sector Index on an annualized, risk-adjusted basis for two consecutive yearsPitched more than a dozen investment proposals with a 100% pass rate – totaling over $500,000 in dollar volumeUtilized discounted cash flow.

Newark, DE

Performed an in-house valuation for a wearable healthcare technology startup specializing in patient simulationSpecialized in financial statement modeling, discount rate derivation, and discounted cash flow modelingConsulted with the executive team on a variety of topics including marketing strategy and business development

United States

Headed the Town of Cohasset’s summer youth basketball program comprised of over 250 players and staff, overseeing daily operations, financial performance, and logisticsCoded original algorithms to compile standings and advanced statistics accurately and automaticallyCreated and maintained large historical datasets to allow for more accurate forecasting of.

Hingham, Massachusetts

Operated in a vast array of roles to better provide a boutique level of service to high net worth clientsDeveloped tailored pitch books, portfolio performance reports and marketing material for client meetingsAnalyzed and pitched various funds and investment strategies as a means to better position client portfolios, while keeping senior advisors informed.

Newark, DE

Tasked to research and analyze possible investment opportunities in the technology, telecommunications, energy and utilities sectors. Primarily focused on locating undervalued equities for the student run fund with $2 million AUM.

Cohasset, Massachusetts

Bachelor Of Science - Bs, Finance, Senior

Minor - Economics

Education record

Activities and Societies: Varsity Football, Investment Club, Weightlifting Club, Concert Band