Resume Example

Equity Research Resume Examples

Use these ATS-friendly resume examples and templates to showcase your coverage, estimate accuracy, and recommendation record in equity research.
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A strong equity research resume should show what you covered, how accurate you were, and whether your calls made money. Highlight the number of companies and the market capitalisation covered, estimate accuracy against reported results, recommendation performance against a benchmark, survey rankings, notes and initiations published, and proprietary data work that clients or portfolio managers used. Name your credentials and platforms, because the CFA designation, securities registrations, and market data terminals are filtered on. State your seat plainly, since a sell-side lead analyst, a buy-side analyst, an associate maintaining models, an intern with pitches and a published note, a market strategist studying the whole market, and a private equity associate underwriting deals are hired on different evidence. Use the examples below to see how to turn investment research into clear, results-focused resume achievements.

Equity Research Resume Example

Meet Nathaniel Fairweather, a fictional sell-side lead analyst covering 18 enterprise software companies. This example shows the core research role measured on survey ranking, notes published, and recommendation performance against the sector.

Nathaniel Fairweather

(917) 555-0115 ◇ New York, NY

nathaniel.fairweather@example.com ◇ linkedin.com/in/nathaniel-fairweather ◇ nathanielfairweather.com

Objective

Equity research professional with 9 years on the sell side, currently the lead analyst covering 18 enterprise software companies with a combined $420B market capitalisation for an investment bank. Ranked in the top 3 in the sector in an institutional investor survey for 3 consecutive years, published about 220 research notes a year, and holds a stock recommendation record that outperformed the sector index by 9 points over 3 years. Builds the model, talks to the customers, and writes a call that clients can act on before the market does.

Education
M.B.A., Hudson Crown School of Business 2015 – 2017

Concentration in Finance; coursework in Security Analysis, Valuation, Financial Statement Analysis, and Technology Strategy.

B.S. in Economics, Hudson Crown University 2009 – 2013

CFA charterholder since 2016; holds Series 7, 63, 86, and 87 registrations.

Skills
Equity Research
Sector and company coverage, financial modelling and forecasting, valuation across discounted cash flow, multiples, and sum of the parts, earnings previews and reviews, initiation reports, thematic research
Sector Expertise
Enterprise software business models, subscription metrics, unit economics, competitive analysis, channel and customer checks, expert network calls, product and pricing analysis
Client and Franchise
Institutional client marketing, management access and conferences, sales force communication, media commentary, compliance and research standards, associate development
Tools & Platforms
Bloomberg Terminal, FactSet, Excel and VBA, Visible Alpha, Python basics, Tegus, Capital IQ, Microsoft PowerPoint
Experience
Director and Senior Equity Research Analyst, Enterprise Software 01/2021 – Present
Hudson Crown Securities New York, NY
  • Lead coverage of 18 enterprise software companies with a combined $420B market capitalisation, with a team of 2 associates.
  • Ranked in the top 3 in the sector in an institutional investor survey for 3 consecutive years, up from unranked in the first year of coverage.
  • Published about 220 notes a year and 4 initiations, with a recommendation record that outperformed the sector index by 9 points over 3 years.
Vice President, Equity Research Associate, Software 07/2017 – 12/2020
Battery Park Line Capital Markets New York, NY
  • Built and maintained models for 14 software companies under a senior analyst, with earnings estimates within 3% of reported results on 85% of quarters.
  • Led a proprietary customer survey of 200 chief information officers twice a year that became the most-requested piece of research in the franchise.
  • Wrote 6 initiation reports and about 150 notes a year, and covered 3 companies independently in the final year.
Investment Banking Analyst, Technology 07/2013 – 06/2015
Battery Park Line Capital Markets New York, NY
  • Built valuation and merger models on 9 completed technology transactions worth $6B in aggregate.
  • Prepared about 40 pitch books and 6 fairness opinion analyses across 2 years.
  • Ranked in the top quartile of an analyst class of 24 in both years.
Projects

Sector Initiation. Initiated coverage on 12 enterprise software companies with a 180-page report built on a proprietary subscription metrics framework, a survey of 200 buyers, and 12 full models, which generated about 300 client meetings in the first 6 months and produced the first survey ranking for the franchise in the sector.

Consumption Pricing Thesis. Published a thematic report arguing that consumption-based pricing would compress near-term revenue growth at 5 covered companies, backed by usage data from 40 customer interviews, which called 4 of 5 subsequent guidance cuts ahead of consensus and was cited by 30 institutional clients in the survey.

Buyer Survey Programme. Built a twice-yearly survey of 200 chief information officers on spending intentions by vendor, run for 7 years across 2 firms, with results that correlated at 0.7 with reported growth 2 quarters ahead and that became the most-requested research product in the franchise.

Extra-Curricular Activities
  • Member of a CFA society, serving on its technology sector committee and speaking at 2 events a year.
  • Guest lecturer on security analysis for a university finance programme twice a year.
  • Volunteer investment committee member for a community foundation with $40M in assets.
Leadership
  • Lead a coverage team of 2 associates, with 1 promoted to cover companies independently in 3 years.
  • Present the sector view to about 250 institutional clients a year and at 4 investor conferences.
  • Serve on the research department recruiting committee and trained 6 associates on modelling standards.
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Equity Research Analyst Resume Example

Meet Hana Kobayashi, a buy-side analyst covering healthcare equipment and services for a $14B manager. This example shows buy-side evidence: relative performance added, initiated positions that outperformed, and primary research that changed a view.

Hana Kobayashi

(351) 555-0120 ◇ Boston, MA

hana.kobayashi@example.com ◇ linkedin.com/in/hana-kobayashi ◇ hanakobayashi.com

Objective

Equity research analyst with 7 years on the buy side, covering healthcare equipment and services for a $14B long-only asset manager. Owns about 40 names across the coverage, with recommendations that added 310 basis points of relative performance to the healthcare sleeve over 3 years, and has initiated 22 positions of which 16 outperformed the sector over 12 months. Does the primary research that changes a portfolio manager view, and states the thesis in a way that can be proven wrong.

Education
B.S. in Finance and Biology, Charles River Line University 2015 – 2019

Coursework in Investments, Financial Statement Analysis, Human Physiology, and Healthcare Economics.

Chartered Financial Analyst, CFA Institute 2022

Passed all 3 levels on the first attempt; completed a medical device regulatory pathways course in 2023.

Skills
Buy-Side Research
Fundamental company analysis, thesis development and stock recommendations, financial modelling with scenario analysis, valuation, position sizing input, thesis monitoring and risk review
Healthcare Expertise
Medical device and healthcare services business models, reimbursement and regulatory analysis, clinical data interpretation, procedure volume tracking, hospital budget cycles, physician and payer checks
Communication
Written recommendations for portfolio managers, investment committee presentations, management meetings and site visits, sell-side and expert network management, thesis debate
Tools & Platforms
FactSet, Bloomberg Terminal, Excel, Visible Alpha, Python for data analysis, AlphaSense, Tegus, Microsoft PowerPoint
Experience
Equity Research Analyst, Healthcare Equipment and Services 03/2022 – Present
Charles River Crown Asset Management Boston, MA
  • Cover about 40 healthcare equipment and services companies for a $14B long-only manager, supporting 3 portfolio managers across 2 strategies.
  • Recommendations added 310 basis points of relative performance to the healthcare sleeve over 3 years, with 16 of 22 initiated positions outperforming the sector over 12 months.
  • Completed about 120 management meetings, 15 site visits, and 90 expert calls a year, with a written thesis update after each that changed a rating.
Equity Research Associate, Healthcare 07/2019 – 02/2022
Back Bay Line Investment Partners Boston, MA
  • Supported a senior analyst on 35 healthcare names, building and maintaining models with estimates within 4% of reported earnings on 82% of quarters.
  • Built a procedure volume tracker from 6 data sources that flagged a slowdown at a covered device company 1 quarter ahead of its guidance cut, avoiding an estimated $9M loss.
  • Wrote 14 initiation memos, of which 9 became positions in the fund.
Equity Research Summer Analyst 06/2018 – 08/2018
Back Bay Line Investment Partners Boston, MA
  • Built 3 company models and a 20-page initiation memo on a dental equipment company across a 10-week internship.
  • Presented the memo to the investment committee, which added the position at a 1.5% weight.
  • Received a full-time offer at the end of the 10-week internship based on the memo.
Projects

Surgical Robotics Thesis. Built a bottom-up model of surgical robotics adoption across 2,000 hospitals using installed base data, procedure mix, and 30 surgeon interviews, which supported a 4% position in a robotics company that returned 62% over 18 months against a 9% sector return.

Procedure Volume Tracker. Built a tracker combining claims data, hospital surveys, and 6 public data sources into a quarterly procedure volume estimate for 12 device categories, which called a slowdown 1 quarter ahead of a guidance cut at a covered company and is now used across the healthcare team.

Reimbursement Risk Framework. Built a framework scoring each covered company on exposure to 8 reimbursement policy changes with modelled revenue impact under 3 scenarios, presented to the investment committee, which led to a reduction in 3 positions ahead of a rule change that cut those stocks an average of 18%.

Extra-Curricular Activities
  • Member of a CFA society, serving on its healthcare investing group and organising 4 events a year.
  • Volunteer investment committee member for a hospital foundation with $60M in assets.
  • Mentor 2 women in finance a year through a university alumni programme.
Leadership
  • Lead healthcare equipment and services coverage on a research team of 12 and mentor 1 associate.
  • Present about 25 recommendations a year to the investment committee of 6.
  • Own the healthcare team procedure volume tracker and train 3 analysts a year on it.
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Equity Research Associate Resume Example

Meet Julian Whitcombe, a sell-side associate maintaining 16 consumer and restaurant models for a ranked analyst. This example shows how an associate is measured, on estimate accuracy, initiations drafted, and a data tracker clients now use.

Julian Whitcombe

(332) 555-0130 ◇ New York, NY

julian.whitcombe@example.com ◇ linkedin.com/in/julian-whitcombe ◇ julianwhitcombe.com

Objective

Equity research associate with 3 years on the sell side, supporting a senior analyst covering 16 consumer and restaurant companies with a combined $190B market capitalisation. Maintains all 16 models with earnings estimates within 3% of reported results on 84% of quarters, wrote 3 initiation reports that were published under a shared byline, and built the same-store sales tracker that the franchise now publishes monthly to 400 institutional clients. Does the model and the data work so the call is built on something, and is starting to make calls of its own.

Education
B.S. in Finance, Morningside Crown University 2019 – 2023

GPA 3.8; coursework in Security Analysis, Corporate Finance, Financial Accounting, Econometrics, and Consumer Economics.

CFA Level III Candidate, CFA Institute 2026

Passed Levels I and II on the first attempt; holds Series 7, 63, 86, and 87 registrations.

Skills
Research Support
Financial model building and maintenance, earnings estimates and previews, valuation, initiation report drafting, note writing under a senior analyst, data tracker construction
Consumer Sector
Same-store sales and traffic analysis, unit economics of restaurants and retail, commodity cost tracking, consumer survey design, alternative data interpretation, competitive benchmarking
Communication
Client questions and model walkthroughs, sales force morning notes, management meeting preparation, compliance review process, clear written analysis
Tools & Platforms
Bloomberg Terminal, FactSet, Excel and VBA, Python, Visible Alpha, Placer.ai, Capital IQ, Microsoft PowerPoint
Experience
Equity Research Associate, Consumer and Restaurants 07/2023 – Present
Morningside Crown Securities New York, NY
  • Maintain 16 company models across consumer and restaurant coverage with a combined $190B market capitalisation for a senior analyst ranked in the sector.
  • Hold earnings estimates within 3% of reported results on 84% of quarters across 3 years, against a franchise average of 71%.
  • Built the same-store sales tracker from foot traffic and card data across 16 companies, now published monthly to 400 institutional clients and cited in 2 client survey comments.
Equity Research Summer Analyst, Consumer 06/2022 – 08/2022
Morningside Crown Securities New York, NY
  • Built 2 company models and drafted an initiation on a quick service restaurant company across a 10-week internship.
  • Ran a consumer survey of 1,000 respondents on dining frequency that was published as a franchise note.
  • Received a full-time offer at the end of the 10-week internship based on the survey note.
Student Investment Fund Analyst, Consumer Sector 09/2020 – 05/2023
Morningside Crown University New York, NY
  • Covered the consumer sector for a $2M student-managed fund, pitching 8 stocks of which 5 were added.
  • Consumer sleeve returned 14% against a 9% sector benchmark across 2 years of coverage.
  • Led the sector team of 4 in the final year and ran the weekly stock pitch review.
Projects

Same-Store Sales Tracker. Combined foot traffic, card transaction, and web search data across 16 companies into a monthly same-store sales estimate with a 0.8 correlation to reported results over 8 quarters, published monthly to 400 clients and used to call 3 reported beats and 2 misses ahead of consensus.

Restaurant Initiation. Drafted a 60-page initiation on 4 casual dining companies with a unit economics model by restaurant vintage and a menu pricing analysis across 200 locations, published under a shared byline, which generated about 80 client meetings in the first 3 months.

Commodity Cost Model. Built a commodity cost model mapping 12 input costs to margin sensitivity across 16 companies with weekly updates from futures data, which identified a margin risk at 3 companies 2 quarters ahead of reported compression and was adopted by 2 other coverage teams.

Extra-Curricular Activities
  • Member of a CFA society young professionals group of about 300, attending monthly events.
  • Volunteer judge for a university stock pitch competition each spring with about 20 teams.
  • Run in a city running club, completing 2 half marathons a year.
Leadership
  • Trained 2 summer analysts and 1 new associate on the coverage models and tracker methodology.
  • Led a student fund sector team of 4 and ran its weekly pitch review for a year.
  • Present the same-store sales tracker to the sales force monthly and field about 20 client questions a month on it.
Use this resume

Equity Research Intern Resume Example

Meet Samira Haddad, a finance student with a sell-side internship, 2 years on a student fund, and a stock pitch competition win. This example shows how to write an intern resume on models built, a published initiation draft, and pitches that were added.

Samira Haddad

(708) 555-0140 ◇ Chicago, IL

samira.haddad@example.com ◇ linkedin.com/in/samira-haddad ◇ samirahaddad.com

Objective

Finance student entering the final year, seeking an equity research internship after 1 sell-side research internship, 2 years on a student investment fund, and a CFA Level I pass. Built 6 company models and a published initiation draft during the internship, pitched 7 stocks to the student fund of which 4 were added and returned 19% against a 10% benchmark, and placed 1st of 24 teams in a regional stock pitch competition. The work so far is models, pitches, and 1 published note, and each can be shown.

Education
B.S. in Finance, Minor in Accounting, Lake Shore Line University 2023 – 2027

GPA 3.9; coursework in Security Analysis, Financial Modelling, Financial Statement Analysis, Econometrics, and Industrial Organisation.

CFA Level I, CFA Institute 2026

Passed on the first attempt; also completed a financial modelling certification and a Bloomberg Market Concepts course in 2025.

Skills
Research Foundations
Three-statement modelling, discounted cash flow and multiples valuation, earnings estimate building, industry analysis, thesis writing, stock pitch preparation
Data and Analysis
Financial statement analysis, Excel modelling, Python for data cleaning and charts, survey design, competitive benchmarking, reading transcripts and filings quickly
Communication
Written initiation and note drafts, verbal stock pitches, presenting to investment committees, taking feedback from senior analysts, clear questions
Tools & Platforms
Bloomberg Terminal, FactSet, Excel, Python, Capital IQ, Microsoft PowerPoint, Google Workspace, Tegus exposure
Experience
Equity Research Summer Intern, Industrials 06/2026 – 08/2026
Lake Shore Crown Capital Markets Chicago, IL
  • Built 6 company models across industrial machinery coverage under a senior analyst during a 10-week internship.
  • Drafted a 40-page initiation on 2 machinery companies, published under the senior analyst byline in the final week.
  • Built a freight and order data tracker across 8 data sources that the team adopted for its monthly industrials note.
Sector Analyst, Student Investment Fund 09/2024 – Present
Lake Shore Line University Chicago, IL
  • Cover industrials for a $1.5M student-managed fund, pitching 7 stocks of which 4 were added to the portfolio.
  • Industrials positions returned 19% against a 10% sector benchmark across 2 years of coverage.
  • Promoted to sector lead in the second year, running the industrials team of 3 and the weekly pitch review.
Finance Intern 06/2025 – 08/2025
Calumet Line Industrial Holdings Chicago, IL
  • Built a competitor benchmarking model across 12 public peers for the corporate development team during a 10-week internship.
  • Analysed 5 years of segment financials to support a divestiture review presented to the chief financial officer.
  • Received a return offer for corporate development at the end of the 10-week internship, declined in favour of research.
Projects

Machinery Initiation Draft. Drafted a 40-page initiation on 2 industrial machinery companies with a dealer inventory analysis from 25 dealer calls, a 10-year cycle model, and full valuation, published under the senior analyst byline, which generated about 30 client questions in its first 2 weeks.

Regional Stock Pitch Competition. Led a 3-person team pitching a short on a freight brokerage company, built on a load volume model from 6 data sources and 10 broker interviews, which placed 1st of 24 teams and was judged by 5 buy-side portfolio managers.

Freight and Order Tracker. Built a tracker combining rail carloads, truck tonnage, and machinery order data across 8 sources into a monthly industrials demand indicator, which the research team adopted for its monthly note and which showed a 0.7 correlation to reported orders over 12 quarters of backtest.

Extra-Curricular Activities
  • Vice president of the university investment club with about 150 members, organising 6 speaker events a year.
  • Member of a CFA society student affiliate, attending about 8 events a year.
  • Volunteer financial literacy tutor for a high school programme, 2 hours a week.
Leadership
  • Lead the industrials team of 3 on a $1.5M student fund and run its weekly pitch review.
  • Led a 3-person team to 1st place of 24 in a regional stock pitch competition.
  • Vice president of a 150-member investment club, growing event attendance from about 30 to 80.
Use this resume

Equity Market Research Analyst Resume Example

Meet Cyrus Pemberton, a market research analyst producing equity market strategy for a $30B multi-asset manager. This example shows the market-level specialism: research that informed allocation changes, a dashboard used every month, and an indicator that flagged drawdowns.

Cyrus Pemberton

(650) 555-0172 ◇ San Francisco, CA

cyrus.pemberton@example.com ◇ linkedin.com/in/cyrus-pemberton ◇ cyruspemberton.com

Objective

Equity market research analyst with 6 years in market strategy and quantitative research, producing market-level research on equity valuation, factor performance, flows, and positioning for the investment team of a $30B multi-asset manager. Built the equity market dashboard used in every monthly allocation meeting, published 90 research pieces that informed 14 tactical allocation changes, and developed a positioning indicator that flagged 3 of the 4 largest drawdowns in 5 years ahead of time. Studies the market rather than a single stock, and turns it into an allocation view with a stated confidence.

Education
M.S. in Financial Engineering, Golden Gate Line University 2018 – 2020

Coursework in Asset Pricing, Factor Models, Time Series Econometrics, Portfolio Construction, and Machine Learning in Finance.

B.A. in Economics and Statistics, Golden Gate Line University 2014 – 2018

CFA charterholder since 2023; Certificate in Investment Performance Measurement since 2022.

Skills
Equity Market Research
Market valuation frameworks, earnings and margin cycle analysis, factor and style performance, sector rotation, flows and positioning analysis, macro-to-equity linkages, scenario analysis
Quantitative Methods
Time series and regression modelling, backtesting, signal construction and evaluation, risk decomposition, Python and SQL over market databases, statistical rigour on small samples
Communication
Written research for portfolio managers, allocation meeting presentations, client and consultant materials, chart design, working with strategists and risk teams
Tools & Platforms
Bloomberg Terminal, FactSet, Python, SQL, MSCI Barra, Refinitiv Datastream, Excel, Tableau
Experience
Equity Market Research Analyst, Investment Strategy 02/2022 – Present
Golden Gate Crown Investment Management San Francisco, CA
  • Produce equity market research on valuation, earnings, factors, flows, and positioning for the investment team of a $30B multi-asset manager, reporting to the chief investment strategist.
  • Published 90 research pieces in 4 years that informed 14 tactical allocation changes, which added 85 basis points to the flagship balanced strategy over the period.
  • Built the equity market dashboard of 60 indicators used in every monthly allocation meeting and in quarterly client letters to 200 institutional clients.
Quantitative Research Associate 08/2020 – 01/2022
Presidio Line Advisors San Francisco, CA
  • Built and backtested 25 equity market signals across valuation, sentiment, and flows over 30 years of data, with 6 adopted into the firm allocation model.
  • Built the factor performance attribution used in monthly reporting for 12 equity strategies with $8B in assets.
  • Wrote the firm research note on equity risk premium estimation, cited in 3 client consultant reviews.
Research Intern, Global Strategy 06/2019 – 08/2019
Presidio Line Advisors San Francisco, CA
  • Built a sector rotation backtest across 11 sectors and 25 years for the strategy team during a 10-week internship.
  • Wrote a 15-page note on earnings revision breadth as a market timing input that was published to clients.
  • Received a full-time offer at the end of the 10-week internship based on the note.
Projects

Positioning and Sentiment Indicator. Built a composite indicator from 9 positioning, flow, and sentiment inputs with a 20-year backtest, calibrated to flag crowded conditions at the 90th percentile, which flagged 3 of the 4 largest equity drawdowns in the last 5 years ahead of time and supported a defensive shift that saved about 120 basis points in the largest.

Equity Market Dashboard. Built a dashboard of 60 indicators across valuation, earnings, factors, breadth, flows, and positioning with automated daily updates from 4 data sources and a 1-page summary view, used in every monthly allocation meeting and in client letters, which replaced 5 separate reports and cut preparation from 3 days to 2 hours.

Margin Cycle Research. Published a 3-part research series on corporate margin cycles across 40 years, with a model linking margin turns to input costs, labour, and pricing power, which supported a sector rotation away from 2 sectors 2 quarters before their margin compression and was presented to 40 institutional clients.

Extra-Curricular Activities
  • Member of a quantitative finance society, presenting research about once a year to about 100 members.
  • Guest lecturer on market research methods for a financial engineering programme twice a year.
  • Volunteer investment committee member for a university endowment with $25M in assets.
Leadership
  • Lead equity market research on a strategy team of 6 and mentor 1 research associate.
  • Present the equity market view at the monthly allocation meeting of 10 portfolio managers and at 4 client events a year.
  • Own the research publication calendar and the dashboard data pipeline for the strategy team.
Use this resume

Private Equity Associate Resume Example

Meet Ngozi Anyanwu, a private equity associate at a $4B middle-market buyout fund. This example shows deal evidence: platforms and add-ons executed, investment committee models, and a portfolio pricing project with earnings attached.

Ngozi Anyanwu

(929) 555-0185 ◇ New York, NY

ngozi.anyanwu@example.com ◇ linkedin.com/in/ngozi-anyanwu ◇ ngozianyanwu.com

Objective

Private equity associate with 5 years across investment banking and private equity, currently at a $4B middle-market buyout fund focused on business services and healthcare. Executed 4 platform investments and 7 add-on acquisitions worth $1.9B in enterprise value, built the operating models used in every investment committee memo on those deals, and supports 3 portfolio companies where a pricing project added $11M in annual earnings. Underwrites a business on what it can become, and then works with management to get it there.

Education
B.S. in Economics, Concentration in Finance, Hudson Line University 2017 – 2021

GPA 3.9; coursework in Corporate Finance, Valuation, Financial Accounting, Game Theory, and Statistics.

CFA Level II Candidate, CFA Institute 2026

Passed Level I on the first attempt; completed a leveraged finance modelling course in 2022.

Skills
Private Equity Investing
Leveraged buyout modelling, returns analysis, due diligence management, investment committee memos, deal structuring and financing, add-on acquisition sourcing and execution
Diligence and Analysis
Commercial, financial, and quality of earnings diligence coordination, market sizing, customer and churn analysis, management assessment, downside case construction
Portfolio Support
Value creation plans, board materials, key performance indicator reporting, pricing and procurement projects, management team collaboration, exit preparation
Tools & Platforms
Excel and VBA, Capital IQ, PitchBook, Bloomberg Terminal, Datasite, Microsoft PowerPoint, Tableau, DealCloud
Experience
Private Equity Associate 08/2023 – Present
Hudson Crown Capital Partners New York, NY
  • Executed 4 platform investments and 7 add-on acquisitions worth $1.9B in enterprise value at a $4B middle-market buyout fund across business services and healthcare.
  • Built the operating and returns models for every investment committee memo on those 11 deals, with 3 platforms tracking at or above the base case after 12 months.
  • Support 3 portfolio companies on value creation plans, including a pricing project that added $11M in annual earnings and a procurement programme worth $4M.
Investment Banking Analyst, Healthcare 07/2021 – 07/2023
Battery Park Line Capital Markets New York, NY
  • Worked on 8 completed transactions worth $5.2B in aggregate, including 3 sell-side processes to private equity buyers.
  • Built merger, leveraged buyout, and discounted cash flow models across about 30 live and pitch situations.
  • Ranked in the top decile of an analyst class of 30 in both years and received an early promotion offer.
Investment Banking Summer Analyst 06/2020 – 08/2020
Battery Park Line Capital Markets New York, NY
  • Supported 3 live healthcare transactions during a 10-week internship with valuation and diligence materials.
  • Built a comparable company analysis across 40 healthcare services companies used in 2 pitches.
  • Received a full-time offer at the end of the 10-week internship, 1 of 6 offered of 10 in the group.
Projects

Healthcare Services Platform Investment. Led the associate workstream on a $620M platform acquisition of a physician practice management company, building the operating model across 90 clinics, coordinating 4 diligence providers over 8 weeks, and structuring the add-on acquisition thesis, which closed on schedule and has completed 4 add-ons at an average of 7 times earnings against the platform entry of 11.

Portfolio Company Pricing Project. Analysed 3 years of contract and pricing data across 1,200 customers at a business services portfolio company, identified 30% of contracts priced below cost-to-serve, and worked with management on a repricing programme, which added $11M in annual earnings with customer churn unchanged.

Downside Case Framework. Built a standard downside case framework with 5 stress scenarios on revenue, margin, and leverage, applied to every investment committee memo, which identified covenant risk in 1 proposed deal that led to a restructured financing package with 1 turn less leverage.

Extra-Curricular Activities
  • Member of a private equity professionals network for women, attending about 6 events a year.
  • Volunteer judge for a university private equity case competition each spring with about 16 teams.
  • Mentor 2 undergraduate students a year through a finance diversity programme.
Leadership
  • Lead the associate and analyst workstream on deals with teams of 2 to 3 and 4 external diligence providers.
  • Trained 2 analysts on the fund modelling standards and the downside case framework.
  • Present portfolio company performance to the operating committee quarterly for 3 companies.
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