New York, New York, United States
Power, Utilities & Infrastructure
Power, Utilities & Infrastructure
Power (focus on Renewables), Utilities and Infrastructure 2022 Summer Analysts Manager/Staffer
Main sectors of coverage: Industrials, Utilities, Infrastructure, TMT
• Generated and presented initial review, screenings, and business case for 20 prospective high-profile investment opportunities with a focus on business-to-business, technologies, software, and software as a service (SaaS) • Prepared investment committee materials in collaboration with principals; specifically, conducted market research on trends, competitive landscape, interloper threats, and valuation • Conducted 10+ valuation analyses for potential investment opportunities, while also building 6 capital structure and LBO models to targeting a minimum equity IRR of 30%
• Collaborated with the undergraduate accounting programme director to improve the Advanced Financial Accounting course curriculum: 1) corporate financial structures for companies; 2) balance sheet accounting treatments • Created more than 50 new educational materials and online tests for the online course platform
• Coordinated a $6.5M audit engagement planning for a large Canadian engineering consulting firm with senior managers and partners in over 51 countries • Performed annual analysis and reviewed financial transactions for clients in telecommunications, financial services, consumer goods, engineering services and healthcare services as part of audit engagements • Recognised in the firm’s excellence program for work ethic, strong analytical skills, and continuously exceeding expectations