Provides timely written or oral reports of analysis and recommendations to Investments staff and management.
January 28, 2020
Acts as a resource within the assigned business unit to problem-solve for complex issues with clients, counterparties and other internal teams.
April 13, 2020
Understanding of key M&A deal dynamics, transaction process, transaction legalese, etc.
April 20, 2020
Review VC fund offering materials, quarterly reports and accounting records for various data points.
April 28, 2020
Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses.
April 30, 2020
Works well individually, and in teams, shares information, supports colleagues and encourages participation.
May 28, 2020
Assists with researching or researches the causes of and reconciliation of complex financial holdings, performance and other investment data discrepancies on a daily, monthly, quarterly, and annual basis with accounting, custodian, and other investment systems for public and/or private markets.
June 02, 2020