Investment Banking Associate (Corporate Finance Associate) Resume New York City, NY - Hire IT People

PROFESSIONAL EXPERIENCE:

Confidential, New York City, NY

Investment Banking Associate (Corporate Finance Associate)

Responsibilities:

Prepared Investment Committee Memorandum (due diligence report) and PowerPoint for road show.
Conducted due diligence to found peers from public stock markets and do valuation to determine the public offering price.
Prepared financing related documents of debt financing and/or Private Placement (PP). Average deal size of $10 million.
Made conference call with clients, Confidential company, Law firm, Investors, and other Underwriters.
Prepared and reviewed S - 1 and/or F-1 and submitted it to Confidential for further reviewing.
Prepared and reviewed the contracts between our firm and clients and/or law firms and/or other underwriters.
Learned stock market rules and regulations and prepared the test for series 7, 63, 65, which is the investment banking license.

Confidential, New York City, NY

Investment Banking Associate

Responsibilities:

Provided venture debt financing for late stage startup, VC backed private company or small public companies.
Included but not limited to Term Loan, Revolver, Bridge Loan, Mezzanine Loans, Equipment Finance, and Structure Loan.
Conducted due diligence for our clients and match them with more than 200 global institutional investors.
Communicated with CEO and/or CFO to gain an understanding of finance objectives, situation, and the stage of development.
Due diligence for potential borrower company and prepared financial memorandum to the lender.
Prepared financial memo or summary snapshot to potential investors.
Presented one or more financial structure proposals subject to the client's feedback and sensitivity.
Submitted financial memorandum for approval by the Investment Committee of Investors.

Confidential, New York City, NY

Financial Document Reviewer

Responsibilities:

Helped Confidential to investigate the financial reporting and valuation process of a public company.
Investigated a private equity fund’s investment decision, valuation criterial, revenue recognition policy and write down process.
Reviewed more than 2,000 company financial documents, CIM, presentation, legal documents and financial statements per week.

Confidential

Financial Analyst

Responsibilities:

Analyzed and selected stocks by using insider model to generate high alpha.
Built and managed a stock portfolio to diversified unsystematic risk and generate return.
Gave five buy recommendations, five hold recommendations, and two sell recommendations.

Confidential, New Orleans, LA

Darwin Fenner Fund Portfolio Analyst

Responsibilities:

Managed more than $3.25 million in three separate equity portfolios at Darwin Fenner Fund.
Developed advanced processes to screen stocks and choose positions.
Bought and sold stocks with the goal of generating higher returns without taking higher risk.

TECHNICAL SKILLS:

Language: Mandarin and English

Proficiency in: Bloomberg, MATLAB program, Economic views regression software, Z-tree behavioral economic programing software, Word, Excel, PowerPoint

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Investment Banking Associate (corporate Finance Associate) Resume

New York City, NY

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