Replicated the core deal-making responsibilities of a J.P. Morgan investment banking analyst.

• Identified an ideal M&A target based on strategic and financial criteria
• Constructed a DCF model and adjusted it for a competitor bid and supply chain interruption
• Created a 2-pager with a company profile and auction process summary

Simulated the acquisition advisory process at Bank of America — from target screening through to valuation and sensitivity modelling.

• Identified an acquisition target via SWOT analysis and strategic criteria
• Constructed a DCF model to calculate implied equity and share value
• Completed a sensitivity analysis showing how valuation changes with key variables
• Created a company profile summarizing all key target information

Focused on optimizing a Fidelity International investment portfolio and evaluating stock and fixed income opportunities.

• Optimized a managed portfolio and provided actionable improvement suggestions
• Evaluated stocks and fixed income via SWOT and relative valuation analysis
• Used Sharpe Ratio and Excel Solver for optimal asset allocation
• Translated market observations into Sales & Marketing strategy ideas

Acted as a Debt Solutions Analyst, assessing a hypothetical client (Sea Harvest) requiring a tailored lending solution.

• Prepared a 1-page company profile for the credit committee
• Researched annual reports and third-party sources to assess business performance
• Built a financial model in Excel forecasting future client performance
• Presented market current affairs and strategic implications to management

Acted as a buyside analyst for a hypothetical client (Big Box Retail) looking to acquire a small retail company.

• Created a detailed company profile for the acquisition target
• Built a five-year financial projection using an income statement model in Excel
• Drafted a comparative company analysis
• Synthesized an investor update into an internal summary report

Focused on financial analysis as an Analyst on the technology team at an investment bank.

• Aided senior bankers to determine the feasibility of a partnership with BigTechCompany
• Demonstrated communication skills by presenting findings and opinions to senior bankers