Varun Mago Resume
EDUCATION
New York University Expected Graduation: December 2020
Bachelor of Arts in Economics, Minor in Public Policy and Management
? GPA: 3.58/4.0 | Dean’s List (2016-2017 academic year)
? Relevant Coursework: Competitive Analysis, Introduction to Computer Science, Principles of Financial Accounting, Statistics for Business Control and Regression Models, Math for Economics 1, Math for Economics 2, Urban Economics, Intermediate Microeconomics, Econometrics, Labor Economics
Adventis Level II Financial Modeling Certification April 2020
? Built a three-statement, fully circular and properly formatted financial model from scratch in under 90 minutes
? Scored at least 90% on two multiple choice exams covering key concepts in financial modeling, accounting, corporate finance, intrinsic and
relative valuation, and leveraged buyout transactions
EXPERIENCE
COARE Communities LLC July 2020 - Present
Private Equity & Real Estate Acquisitions Summer Analyst
? Prepare cash-flow models on new and existing real estate acquisitions (including debt analysis, cash flow projections, return analysis), and present complex analyses on the acquisitions to potential investors in the form of a pitch-book
? Conduct macroeconomic analyses of cities and MSA’s of potential acquisitions to determine what industries drive economic growth in the area, and if the area’s economic trends are strong enough to support investment
? Produce valuations of properties by analyzing comparable properties and by producing cash-flow models
? Lead multiple due diligence efforts on potential acquisitions by coordinating with sellers, brokers and lawyers
Altfest Personal Wealth Management May 2019 - May 2020
Wealth Management Intern
? Collaborated with Senior Financial Advisors to research the firm’s international equity and fixed income portfolio using Morningstar Office and presented key performance metrics, forecasting analysis and suggestions for the portfolio moving forward
? Worked in collaboration with the firm’s research team to analyze the financial performance of specific companies and the trends within their industry to determine if we should invest in them
? Upgraded the firm’s portfolio proposal process by producing a creative, user-friendly Microsoft Excel template which improved accuracy and efficiency of the process
Savoy Bank June 2018 - September 2018
Credit Analyst Intern
? Built 45 financial models in Microsoft Excel based on analysis of the borrower’s financial statements, to calculate metrics including EBITDA and Debt Service Coverage Ratio and determine if borrowers could pay off their loans
? Evaluated data from financial models to determine an appropriate credit risk rating for loans in the bank’s portfolio
? Underwrote loan renewals on five properties by analyzing the cash-flow of borrowers and seeing if they would be able to service their debt
? Presented loan reviews to the firm’s leadership in the form of clear and concise written credit memorandums
ACTIVITIES & LEADERSHIP
IvyLine Capital May 2020 - Present
Investment & Derivatives Program Participant
? Developed a portfolio of 8 stocks in the Utilities and Consumer Staples sector based on fundamental and technical analysis which outperformed the S&P 500 and other market indexes
? Actively participate in education surrounding topics such as accounting principles, security analysis, valuation, portfolio construction, financial modeling, advanced technical analysis and the application of derivatives
NYU Sports Spectrum Club September 2018 - Present
President
? Coordinate with NYU’s Student Activities Board to reserve space for club meetings and to receive funding
? Responsibly manage the club’s budget in an efficient manner
? Collaborate with the club’s executive board to execute events in which members have indicated interest
NYU Public Policy Symposium September 2018 - December 2018
Team Leader
? Analyzed public policy data and developed creative policy solutions to education and labor policy issues in the age of automation
? Led a team of 5 symposium members by delegating tasks in an efficient manner, producing the team’s overall strategy and offering support where it was needed
ADDITIONAL INFORMATION
? Software: Microsoft Office (advanced), Morningstar, R, Python, Bloomberg Terminal, S&P Capital IQ, Argus
? Other Honors & Interests: Eagle Scout Recipient, New York Giants, Cross-country Cycling, Rummikub, Cooking, Sticky’s Chicken Fingers
EDUCATION
New York University Expected Graduation: December 2020
Bachelor of Arts in Economics, Minor in Public Policy and Management
? GPA: 3.58/4.0 | Dean’s List (2016-2017 academic year)
? Relevant Coursework: Competitive Analysis, Introduction to Computer Science, Principles of Financial Accounting, Statistics for Business Control and Regression Models, Math for Economics 1, Math for Economics 2, Urban Economics, Intermediate Microeconomics, Econometrics, Labor Economics
Adventis Level II Financial Modeling Certification April 2020
? Built a three-statement, fully circular and properly formatted financial model from scratch in under 90 minutes
? Scored at least 90% on two multiple choice exams covering key concepts in financial modeling, accounting, corporate finance, intrinsic and
relative valuation, and leveraged buyout transactions
EXPERIENCE
COARE Communities LLC July 2020 - Present
Private Equity & Real Estate Acquisitions Summer Analyst
? Prepare cash-flow models on new and existing real estate acquisitions (including debt analysis, cash flow projections, return analysis), and present complex analyses on the acquisitions to potential investors in the form of a pitch-book
? Conduct macroeconomic analyses of cities and MSA’s of potential acquisitions to determine what industries drive economic growth in the area, and if the area’s economic trends are strong enough to support investment
? Produce valuations of properties by analyzing comparable properties and by producing cash-flow models
? Lead multiple due diligence efforts on potential acquisitions by coordinating with sellers, brokers and lawyers
Altfest Personal Wealth Management May 2019 - May 2020
Wealth Management Intern
? Collaborated with Senior Financial Advisors to research the firm’s international equity and fixed income portfolio using Morningstar Office and presented key performance metrics, forecasting analysis and suggestions for the portfolio moving forward
? Worked in collaboration with the firm’s research team to analyze the financial performance of specific companies and the trends within their industry to determine if we should invest in them
? Upgraded the firm’s portfolio proposal process by producing a creative, user-friendly Microsoft Excel template which improved accuracy and efficiency of the process
Savoy Bank June 2018 - September 2018
Credit Analyst Intern
? Built 45 financial models in Microsoft Excel based on analysis of the borrower’s financial statements, to calculate metrics including EBITDA and Debt Service Coverage Ratio and determine if borrowers could pay off their loans
? Evaluated data from financial models to determine an appropriate credit risk rating for loans in the bank’s portfolio
? Underwrote loan renewals on five properties by analyzing the cash-flow of borrowers and seeing if they would be able to service their debt
? Presented loan reviews to the firm’s leadership in the form of clear and concise written credit memorandums
ACTIVITIES & LEADERSHIP
IvyLine Capital May 2020 - Present
Investment & Derivatives Program Participant
? Developed a portfolio of 8 stocks in the Utilities and Consumer Staples sector based on fundamental and technical analysis which outperformed the S&P 500 and other market indexes
? Actively participate in education surrounding topics such as accounting principles, security analysis, valuation, portfolio construction, financial modeling, advanced technical analysis and the application of derivatives
NYU Sports Spectrum Club September 2018 - Present
President
? Coordinate with NYU’s Student Activities Board to reserve space for club meetings and to receive funding
? Responsibly manage the club’s budget in an efficient manner
? Collaborate with the club’s executive board to execute events in which members have indicated interest
NYU Public Policy Symposium September 2018 - December 2018
Team Leader
? Analyzed public policy data and developed creative policy solutions to education and labor policy issues in the age of automation
? Led a team of 5 symposium members by delegating tasks in an efficient manner, producing the team’s overall strategy and offering support where it was needed
ADDITIONAL INFORMATION
? Software: Microsoft Office (advanced), Morningstar, R, Python, Bloomberg Terminal, S&P Capital IQ, Argus
? Other Honors & Interests: Eagle Scout Recipient, New York Giants, Cross-country Cycling, Rummikub, Cooking, Sticky’s Chicken Fingers