Global Investment Banking Summer Analyst
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Location: Princeton, NJ, USA
School: Rutgers University
Major: Finance

Global Investment Banking Summer Analyst

New York International Capital New York, NY
Global Investment Banking Summer Analyst May 2019-June 2019
• Reached out to venture capital firms, private equity firms, and strategic corporations on behalf of the sell-side corporation NYIC is representing to find potential buy-side investors
• Attended meetings with my colleagues and senior executives from these aforementioned firms to present the deal
• Assisted senior bankers in executing due diligence, reviewing legal documents, and conducting financial modeling to finalize deals
Harley Capital New York, NY
Wealth Management Intern January 2019-April 2019
• Conducted an analysis on a Pre-IPO company and collaborated with their management and Harley’s senior colleagues to assess the value of the stock when it goes public
• Create weekly stock pitches for my senior colleagues on long positions where they critique my performance
• Participate in conference calls with other branches of National Securities and the chief market strategist of National Securities to recap the market news of the past week and submit market reports to
my senior colleagues
• Research potential ultra-high net worth individuals and maintain an Excel database so the senior colleagues can contact them
Invest Like The Street Analyst Program *Online*
Analyst December 2018-April 2019
• Actively participating in a semester long program covering the fundamentals of value investing, financial analysis, financial modeling, and equity research
• Working on multiple readings and hands-on assignments covering topics such as financial analysis and accounting, business model analysis, valuation, modeling, and compiling research reports
• Created a full projection model and discounted cash flow model on WD-40 Company, in addition to a detailed business analysis
• Conducted an analysis on synergies between Take Two and Apple to create full projection and discounted cash flow models, as well as a pro forma merger model to assess the fit between both
corporations
Great Point Capital LLC *Remote*
Algorithmic Trading Intern June 2018-August 2018
• Attended a daily online class with other interns where the team based out of Austin, TX would teach us different algorithmic trading strategies
• Leveraged Great Point Capital LLC’s software to backtest various trading strategies over historical data
• Had weekly assignments to backtest certain strategies to attain a weekly floor of a minimum P&L
Allstate Wall, NJ
Insurance Intern January 2018-March 2018
• Accessed a catalogue of recent homeowners and generated a spreadsheet and Access database of their information so my colleagues could contact them
• Transferred insurance data on customers of Allstate into a spreadsheet and Access database and organized it by area of residence
• Collaborated with colleagues on potential ways to market to new customers
Techsol Corporation Princeton, NJ
Research and Support Intern May 2017-August 2017
• Researched the various functionalities of the Artificial Intelligence platform, IBM Watson
• Presented findings on the potential automation of the MedInquirer product to the head of the Princeton office
• Gained familiarity with MedInquirer and supported customers over the phone with any issues they encountered
Zolio, Inc. *Online*
Investment Management Intern May 2016-August 2016
• Valued Fortune 500 companies as potential investments through ratio analyses such as earnings per share, gross profit margin, price/earnings, and debt/equity
• Analyzed domestic and international macroeconomic data to predict certain market trends and successfully invested in Gold as a hedge against the possibility of Brexit
• Utilized a top down investment analysis method to successfully choose companies with upside potential such as Newmont Mining Corporation (NEM) and Advanced Micro Devices (AMD)
iTechstack North Brunswick, NJ
Accounting Intern December 2015-January 2016; May 2016-August 2016
• Leveraged the capabilities of Microsoft Excel to keep a record of employee salaries and overall payroll data
• Created a trial balance of different accounts including accounts receivable, accounts payable, supplies, etc. to ultimately update the general ledger

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