United Kingdom
Anthony is an Assistant manager/Executive in the transactions corporate finance (TCF) valuations modelling and economics team. The TCF team provides various services including valuations modelling and economics, lead advisory including mergers & acquisition (M&A) and capital markets, transaction diligence and restructuring to guide clients through their transactions and financial reporting. Outside of work Anthony enjoys playing basketball and is interested in the financial markets, reading and music. Capabilities & skills: Project management, analysis of private equity and private credit assets, corporate finance, investment banking asset analysis, equity analysis, debt analysis, time management, financial modelling, valuations such as 3 statement, DCF, LBO, precedent transactions, derivative pricing methods, trading multiples, deck/presentation creation, report writing, M&A PPA, passed CFA level 1, passed Certificate level ACA exams.
Valuations
Valuations
Anthony provided advisory services to large pension providers relating to there investment portfolios, advising and identifying the funded or under funded status. Used a proprietary software to advise clients bringing their portfolios to funded status.
Anthony provided portfolio attribution and shadowed the the multi asset investment manager. Shadowed the quantitative investing team. Developed a deck and presented the utility of active and passive investing. Worked with the investment manager to formulate a top down investment idea.
Anthony analyzed leading, lagging, and coincident economic indicators to guide investment decisions, including sector rotation strategies. He gained proficiency in LBO modeling, merger modeling valuations, operating modeling, and financial analysis through the use of various templates. Additionally, he created presentations to effectively communicate the results of his investment research.