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Responsible Private Equity Associate who has a strong command on utilising corporate databases for necessary research. Adept at developing cash flow analysis reports, developing presentations for private investors and developing comprehensive profiles on corporations. Specialises in high-end investment transactions and large equity situations.
- Extensive data mining and database maintenance skills
- Strong revenue forecasting abilities
- Excellent report generating skills including detailed data to back up assertions
- Exceptionally valuable team player who is able to act as cornerstone for any team
- Very strong computer productivity software skills
- Very strong presentation and communication skills
January 2011 to July 2014 Breech Associates-Manchester, UK Private Equity Associate
- Assisted in developing comprehensive corporate profiles that included revenue and expense projections.
- Assisted in developing equity analysis reports for investment clients.
- Part of the group that gathered information and put it into a presentation that was given to clients.
March 2004 to January 2011 Templeton Incorporated-Manchester, UK Private Equity Associate
- Responsible for gathering initial data for each new client and creating the analysis template.
- Often took part in interviews with clients that looked to establish client expectations for each project.
- Assisted in putting together final report and presentation information.
June 1998 to March 2004 Arch Investments-Manchester, UK Private Equity Associate
- Assisted in gathering preliminary corporate analysis data and setting up revenue forecasts.
- Often took part in client meetings that addressed client concerns and questions.
- Worked closely with the group that developed the final reports and presentations for clients.
1998 Acer College, London, England, UK, Bachelor’s Degree, Business and Finance