Rotated through all major asset classes - Equities, Fixed Income, ABS and Structured Products, Principle Finance (Bridge Loans), Private Equity. Gained insights and understanding of the various investment styles across asset classes and across different fund managers. Performed both Equities and Credit analysis, DCF and multiples valuations of companies within Oil & Gas, Telecom/Utilities, and Retail sectors. Compared to peers and modelled sensitivities, key risks, and various scenarios. Presented ideas to fund managers. Scanned emerging market equities for restructuring and special events to find several investment opportunities. Analysed German CMBS and UK RMBS markets, prepared reports for portfolio managers with conclusions and key risks. As part of the O&E team, directly participated in the execution stage of the £1.24 billion Veolia Water acquisition deal by Infracapital. Participated in the negotiations process and supported the team with investment committee presentations, modelling, research and due diligence analysis. Developed a comprehensive and fully automated model that monitors risk concentrations of investments across products, ratings, geographies, counterparty exposures, and other key factors.
Rotated on Investment Grade (IG) Credit Research and Emerging Market Equities desks. On IG Research desk was responsible for trade ideas and fundamental analysis on the European and US auto sectors, European retail, and Telcos. On EM Equities desk covered the CEE region (Hungary, Poland, Czech) and was responsible for regular market updates and analysis.
Explored the Energy Efficiency sector of the UK and parts of Europe to find potential deals for a LBO. Analysed the sector characteristics, peer group, and firms' specifics while outlining several suitable candidates given the pre-defined investment criteria.
Supported the Financial Manager and CFO in the supervision of the firm's financial reporting processes in China, Turkey, Belgium, Spain, Italy, UK, and Sweden. Provided regular financial analysis to management. Redesigned certain reporting processes that helped reduce the time required for completion.
Internship
Traineeship and Graduation Project
MSc
BBA
Concentration: International Business and Management Studies
BSc Business Administration
Concentration: Specialization in Finance and Investments
Certificate
Concentration: Dutch Language and Culture
Investment and Asset Management, Hedge Funds, Investment Banking, Capital Markets, Strategy, Business Development, Private Equity and Venture Capital
Social Networks