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