Finance & Investments Student
Investments Coursework:
Econometrics; Advanced Investment Analysis; Money, Banking, and Monetary Policy; M&A; Real Estate Capital Markets; Advanced Microeconomics; Corporate Finance; Risk Management in Financial Institutions; Options
EXPERIENCE:
IQ-G Partners -Research Intern
New York, NY (May 2019-July 2019)
• Analyzed structured products considerations involving liquidity revolving lines of financing for an insurance client
• Conducted research of M&A transactions of logistics companies for valuation and acquisition purposes
• Prepared extensive due diligence reports on potential acquisitions of industrial properties and communicated with sellers
50Five Capital - Lead Analyst
New York, NY (Aug 2018 – Present)
• Lead a team of 5 equity analysts responsible for asset coverage and searching unique investment opportunities
• Contributed to the hedge fund 40% YOY returns by pitching unique investment opportunities
• Conduct full business analysis including full projection & discounted cash flow models to value investments
• Present weekly reports that cover deep analysis of equity markets performance, sentiment and catalyst
Invest Like the Street Analyst Program - Analyst
New York, NY (Dec 2018 – Mar 2019)
• Participated in program covering fundamentals of value investing, financial analysis and financial modeling
• Wrote detailed equity research reports on technology companies, including key catalyst and detailed valuation
Baruch Traders - Member
New York, NY (Jan 2018 – Jun 2018)
• Designed ARIMA variable regressive models using python to forecast stock performance and simulate trades
• Performed virtual stock trades based on macro trend and event-driven strategies over a short-term period
Federal Reserve Club - Chair
New York, NY (Jan 2017 – Jan 2018)
• Managed meetings and lead a team of 6 in regional competitions of monetary policy and banking at the Federal Reserve
• Directed analysis of the overall economy by leading inflation, employment, energy, and interest rates sector teams
• Formulated monetary policy that forecasts Federal Reserve interest rates hikes according to economic conditions
PROJECTS
Macy’s Inc. Credit Analysis Case Study - S&P Global Ratings Case Study
• Examined management and financial profile of the company to understand its business model and capital structure
• Rated Company’s creditworthiness a BBB- based on high asset possession and recent change in retail consumer trend
M&A Competition Finance and Economics Society of Baruch
• Finished 2nd place in a team of 5 participants in a school-wide case competition
• Developed a strategic acquisition to increase Facebook’s slowing revenue by using comparable, DCF and M&A analysis
SKILLS
Language: Fully bilingual (English-Spanish)
Modeling: Business Breakdown, Comparable Analysis, DCF, M&A & LBO
Computer Skills: Proficient in Excel VBA, S&P CapitalIQ, FactSet, Bloomberg, Python & R
Certifications: Bloomberg Market Concepts, CFA Level I Candidate
Investments Coursework:
Econometrics; Advanced Investment Analysis; Money, Banking, and Monetary Policy; M&A; Real Estate Capital Markets; Advanced Microeconomics; Corporate Finance; Risk Management in Financial Institutions; Options
EXPERIENCE:
IQ-G Partners -Research Intern
New York, NY (May 2019-July 2019)
• Analyzed structured products considerations involving liquidity revolving lines of financing for an insurance client
• Conducted research of M&A transactions of logistics companies for valuation and acquisition purposes
• Prepared extensive due diligence reports on potential acquisitions of industrial properties and communicated with sellers
50Five Capital - Lead Analyst
New York, NY (Aug 2018 – Present)
• Lead a team of 5 equity analysts responsible for asset coverage and searching unique investment opportunities
• Contributed to the hedge fund 40% YOY returns by pitching unique investment opportunities
• Conduct full business analysis including full projection & discounted cash flow models to value investments
• Present weekly reports that cover deep analysis of equity markets performance, sentiment and catalyst
Invest Like the Street Analyst Program - Analyst
New York, NY (Dec 2018 – Mar 2019)
• Participated in program covering fundamentals of value investing, financial analysis and financial modeling
• Wrote detailed equity research reports on technology companies, including key catalyst and detailed valuation
Baruch Traders - Member
New York, NY (Jan 2018 – Jun 2018)
• Designed ARIMA variable regressive models using python to forecast stock performance and simulate trades
• Performed virtual stock trades based on macro trend and event-driven strategies over a short-term period
Federal Reserve Club - Chair
New York, NY (Jan 2017 – Jan 2018)
• Managed meetings and lead a team of 6 in regional competitions of monetary policy and banking at the Federal Reserve
• Directed analysis of the overall economy by leading inflation, employment, energy, and interest rates sector teams
• Formulated monetary policy that forecasts Federal Reserve interest rates hikes according to economic conditions
PROJECTS
Macy’s Inc. Credit Analysis Case Study - S&P Global Ratings Case Study
• Examined management and financial profile of the company to understand its business model and capital structure
• Rated Company’s creditworthiness a BBB- based on high asset possession and recent change in retail consumer trend
M&A Competition Finance and Economics Society of Baruch
• Finished 2nd place in a team of 5 participants in a school-wide case competition
• Developed a strategic acquisition to increase Facebook’s slowing revenue by using comparable, DCF and M&A analysis
SKILLS
Language: Fully bilingual (English-Spanish)
Modeling: Business Breakdown, Comparable Analysis, DCF, M&A & LBO
Computer Skills: Proficient in Excel VBA, S&P CapitalIQ, FactSet, Bloomberg, Python & R
Certifications: Bloomberg Market Concepts, CFA Level I Candidate