安德鲁 is 可用 租用
雇佣 安德鲁安德鲁·阿齐兹
验证专家 in 金融
金融专家
位置
大颈，纽约，美国
至今成员总数
2017年1月16日
安德鲁 has invested hundreds of millions of dollars in publicly traded companies while working at investment funds. 在他的职业生涯中, he's built a network that includes investment bankers, 业内高管, 投资者, 技术人才. 作为顾问, 安德鲁 leverages his expertise in strategy, 金融建模, 估值, and capital raising to help companies of all sizes accomplish their goals.
职业生涯突出
投资专业
家庭办公室
高级投资分析师
对冲基金
高收益信贷研究分析师
J.P. 摩根
教育强调
学士学位
Stern School of Business at New York University
案例研究
工作经验
投资专业
2018年至今
家庭办公室
- 研究, 分析了, and recommended equity investments in public and private companies within healthcare, 技术, 以及消费领域.
- Underwritten new equity issuance through initial public offerings (IPO) and follow-on offerings (FO). Advised equity capital market bankers on the proper investment narrative/thesis and 估值.
- Met with and engaged numerous company management teams every week at deal and non-deal roadshow meetings and investor and industry conferences. Conversations included articulating the market's view on the company's shares.
Focus areas: Growth Equity, Equities, Initial Public Offerings, 金融建模, Investing
公司财务和研究顾问
2017年至今
保密
- Provided business and transaction-related 金融建模, 估值, 市场/行业研究, 债务和股权融资, M&一个支持, 财务重组, and security analysis as a corporate finance and capital market professional.
- Created a financial projection model and investor presentation for a startup mobile application 技术 company for its early-stage fundraising round.
- Advised and built a financial model and a competitor pricing database for a high-end jewelry manufacturer in its expansion into the eCommerce and direct-to-consumer space.
- Carried out market research on a list of niche financing strategies for a family office to support the expansion of their fixed-income investment platform.
- Built a spreadsheet-based template that unpacks and models the salient quantitative figures and qualitative data points in credit agreements and indentures for the leading 债券 and loan covenant research provider.
Focus areas: Financial Restructuring, Capital Structuring, 合并 & 收购(M&A), Capital Raising, 市场研究, 企业融资, 估值, 财务规划 & 分析(FP&A)预算，财务建模
高级投资分析师
2015 - 2017
对冲基金
- 研究 and 分析了 securities across the capital structure for investment using a process that considers bottom-up fundamental analysis, re-估值催化剂, 资本结构检讨, 参与者评估, 以及外部影响.
- Spearheaded a shareholder activist campaign targeting a $450+ million specialty finance company trading at a discount to the net asset value. The effort was part of an initiative I led to raise AUM by generating co-investment opportunities.
- Significantly contributed to portfolio returns through investment recommendations, including shorting the shares of a $30+ billion (market capitalization) grocer. 实现了20%以上的回报.
Focus areas: Investment Portfolio Management, 投资回报情景分析, 筹款, 合并 & 收购(M&A), 信贷投资, 投资理论, 资本结构分析, 估值分析, Three-statement建模, 股票研究
Portfolio Management | Workout Group Senior Analyst
2014 - 2015
私人债务基金/BDC
- 了买, 出售, and hold recommendations on $150+ million of broadly syndicated leveraged loans and middle-market club deals to private equity-backed companies.
- Re-underwrote and recommended buying the term loan of a private equity-backed dental practice management company in the process of restructuring. The company was ultimately sold and the loan was repaid in full (initially trading at around 70%).
- Provided portfolio management coverage of approximately 30 credits.
重点领域:投资监控, 投资总结, 投资简报, 投资备忘录, 优先担保债务, 银行债务增加, 方差分析(ANOVA), 杠杆收购模型
高收益信贷研究分析师
2013 - 2014
J.P. 摩根
- Supported the senior analyst in covering 40+ high-yield rated credits.
- Published research reports for buy-side clients and advised institutional sales team and loan, 债券, 和CDS交易员.
- Pitched a short recommendation to the proprietary trading desk on senior notes of an oil and gas E&P公司. Thesis: insufficient liquidity and inadequate asset value in a bankruptcy scenario—债券s traded down ~70%.
重点领域:资本市场, 债务增加, 股票交易, 财务预测, Three-statement建模, 现金流量预测, 可比公司分析, 比率分析, 金融建模
公司财务集团副分析师
2011 - 2013
穆迪投资者服务公司
- Supported lead analysts in assigning and monitoring credit ratings for 25+, 主要是投机级债券, 拥有200多亿美元公共债务的发行人.
- Completed analyses that underpinned long-term issuer ratings/corporate family ratings (CFR), 投机级流动性评级(SGL), 以及违约损失(LGD)评估.
- Managed a debt covenants database that was used for covenant quality (CQ) scoring and covenant research for issuers under my coverage.
Focus areas: Pro Forma Financial Statements, 信用分析, 信用风险, 金融基准测试, 比率分析, 金融建模
教育
2009 - 2011
金融学士学位
Stern School of Business at New York University - New York, NY
2007 - 2009
学士学位 in Business Administration
The City University of New York, Baruch College - New York, NY
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