Bulge Bracket Investment Banks
Experience
GoldPoint Partners
Finance
Investment Professional
9/2014 - 9/2017
Generalist investment professional. Conducted diligence, financial analysis and legal documentation review to invest ~$350M in 13 middle-market companies across the business services, consumer, healthcare and technology sectors. Tapped as only investment associate to assist in GoldPoint's $1.3B mezzanine fund raise; $100M raised beyond initial target fund size.
Credit Suisse
Finance
Investment Banking Analyst
7/2012 - 6/2014
Junior investment banker in Credit Suisse's top-ranked Financial Sponsors Group; ranked #1 in Wall Street during my time of employment. Conducted financial analysis and due diligence to underwrite $9.5B of leveraged finance transactions. Drafted marketing materials for 11 Credit Suisse-lead transactions. Created and maintained database of 50+ PE-owned companies to facilitate client pitches.