Investment banking analyst at Citi where I maintain a strong working relationship with clients across the industry, generating several pitch books on a daily basis, delivering valuations, and crafting robust financial models for estimations of merger equity and capital-raising transactions. Aside from investment analysis, I also know about management consulting, business processes, product solutio... Read more
Portfolio manager in charge of managing REIT equity portfolio worth $30 million. I deliver sound financial analysis and performed qualitative and quantitative research to set the strategic direction of the portfolio I’m handling. Before assuming my current role as a portfolio manager, I was a financial consultant for a private client group and then a proprietary trader. I offer an array of skill... Read more
Portfolio manager and treasury dealer specializing in formulating and implementing hedging strategies that are proven to help increase profits. Highly capable of performing due diligence and executing high value asset purchases. Also experienced in M&A, budgeting and scenario analysis, fixed income analysis, portfolio analysis and management, and corporate treasury. If you are still trying to f... Read more
Hayley is a finance and strategy consultant who excels in supporting clients in seizing future opportunities. Her career spans from being a research analyst to portfolio manager, to strategy consultant for companies across industries. Some of the key areas that Hayley considers herself to be good at are market sizing, sector/market research, valuation, data analysis, M&A, and revenue and expense p... Read more
Senior financial analyst with CPA credentials and proven experience in financial modeling and reporting, risk management, corporate finance, strategy development, and relationship management. Currently involved with a financial company, conducting quantitative analysis of financial data to forecast revenue and future trends and identify possible risks related to acquisitions, capital expenditures,... Read more
Hey, everyone! I’m Evan, a research analyst for Barclays. Prior to my current role, I was an underwriter for an insurance company. In my present role, I perform all analysis and due diligence on companies within the insurance sector. I also develop forecasting models to determine company cashflows and operational and financial metrics. Moreover, I work with other traders to develop an investment... Read more
Financial analyst for JP Morgan, responsible for originating, structuring, and executing various client engagements across industries that include tech, insurance, banking, and energy. I also build valuation and transaction models, negotiate contracts and agreements, and prepare investor presentations. Additionally, I lead different consulting assignments. Need to draw up insights about investm... Read more
I’m a fixed-income analyst with an MS degree in mathematical finance. My day-to-day responsibilities in my current role include performing financial modeling for derivative analytics, analyzing risk factors with consideration for clients’ needs, and identifying hedging alternatives. I also act as a broker for the purchase and sale of different fixed-income securities. My skills in finance a... Read more
Are you an individual looking for personal empowerment and a way to accelerate your employment in the banking and finance industry? If so, my mentoring could help you get your desired goal. I’m an experienced investment analyst who’s been conducting industry and company analysis for 5+ years to support investment decisions. Together with my colleagues, I recently raised more than a million ... Read more
Hi! I’m Olivia and I’m a senior investment analyst with over 7 years of experience in the field. At present, I manage investment platforms for different variable insurance products and participate in negotiating contracts and agreements to ensure competitive revenue and product profitability. I also specialize in developing models for attribution analysis, performance reporting, and portfolio ... Read more
Maxine is a strategic corporate financial analyst who’s been in the workforce for 9 years. In her current role, she works directly with the CFO on doing P&L analyses to improve forecasting of the profitability of projects as well as operational results. She also analyses strategic acquisition alternatives, recommends portfolio adjustments, and co-manages a fixed-income portfolio with a total val... Read more
I’m an equity research supervisor with 6+ years of experience building financial models for buying and selling recommendations for companies in the healthcare, industrials, and energy industries. I’ve been leading a group of research analysts, training them on critical database quality control while also managing comprehensive presentations to over 100 clients. My practice is supported by a BS... Read more