Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Affiliations
Timeline
Generic

Aaron H. Roman

Pelham,NY

Overview

2
2
years of professional experience
1
1
Certification

Work History

Associate

Segal Marco Advisors
New York
09.2024 - Current
  • Work closely with senior consultants, portfolio analysts, and research teams to align investment recommendations with client objectives
  • Assist in due diligence of investment managers, alternative investments, and portfolio strategies
  • Utilize financial models and databases (Bloomberg, Morningstar, FactSet, etc.) to analyze investment trends and risk factors
  • Prepare customized investment reports, performance evaluations, and risk assessments for institutional clients.
  • Managed investor relations activities such as responding to inquiries about portfolio performance or strategy changes.
  • Forecasted trends by organizing data and creating Excel-based financial models.
  • Monitored portfolio performance against benchmarks and assessed risk-adjusted returns on investments.

Business Operations & Client Service Associate

Cornerstone Wealth Advisory
Jericho
04.2024 - 07.2024
  • Monitoring portfolio activities and ensuring accurate reporting of investment performance
  • Assisted in the preparation of investment proposals and presentations for clients
  • Facilitating the seamless execution of client investment transactions, developing financial plans, and conducting investment research reports for wealth managers, improving client satisfaction through client servicing
  • Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.

Investment Banking Spring Analyst

ComCap, LLC
New York
01.2024 - 04.2024
  • Developed and maintained complex financial models for M&A transactions using S&P Capital IQ and Crunchbase, supporting deals worth over $200M
  • Conducted industry and company research within the TMT sector to support pitch books and client presentations, contributing to winning pitches valued at $50M
  • Performed various financial analyses including valuation, DCF modeling, comparable company analysis, and precedent transaction models, leading to a 15% increase in accurate client recommendations
  • Assisted in creating and updating pitch books, synthesizing financial data into charts, graphs, narratives, and improving presentation efficiency

M&A Research Associate

Optimatum Solutions
New York
11.2023 - 01.2024
  • Conducted comprehensive M&A research and due diligence on over 30 middle market opportunities, resulting in 4 successful acquisitions
  • Evaluated market trends, competitive landscape, and growth opportunities for potential acquisitions, identifying potential deal synergies that increased acquisition success rate by 15%
  • Collaborated with cross-functional teams to ensure seamless transaction processes and compliance with regulations, reducing deal closure time by 10%

Investment Analyst

One Digital
Armonk
01.2023 - 11.2023
  • Helped manage a $3.9B AUM portfolio, performing quantitative analyses and optimizing asset allocation models, resulting in a 12% portfolio return
  • Conducted investment research and analysis using tools such as Morningstar Direct, Salesforce, and Power BI, enhancing investment strategies that outperformed benchmarks by 8%
  • Assisted in preparing investment reviews, back-testing investment strategies, and evaluating portfolio performance using DCF models and regression analysis, leading to a 10% improvement in investment performance
  • Wrote client-level research reports and contributed to face-to-face investment reviews.
  • Assisted in preparing presentations for senior management outlining recommended investments based on financial analysis and modeling results.

Education

Master of Science - Finance

Fordham University Gabelli School of Business
New York, NY
02.2025

Bachelor of Science - Finance and Business Administration

SUNY Plattsburgh
Plattsburgh, NY
05.2022

Skills

  • Financial modeling
  • Investment analysis
  • Portfolio management
  • Client relationship management
  • Market research
  • Data analysis
  • Attention to detail
  • Effective communication
  • Computer skills

Certification

Financial Modeling & Valuation Analyst Certification, Corporate Finance Institute

Extracurricular Activities

Plattsburgh State Baseball Team Member, 2020-2022 Member of the CFA Society at Fordham University

Affiliations

  • Plattsburgh State Baseball team member (2020-2022)
  • Member of the CFA society at Fordham University

Timeline

Associate

Segal Marco Advisors
09.2024 - Current

Business Operations & Client Service Associate

Cornerstone Wealth Advisory
04.2024 - 07.2024

Investment Banking Spring Analyst

ComCap, LLC
01.2024 - 04.2024

M&A Research Associate

Optimatum Solutions
11.2023 - 01.2024

Investment Analyst

One Digital
01.2023 - 11.2023

Master of Science - Finance

Fordham University Gabelli School of Business

Bachelor of Science - Finance and Business Administration

SUNY Plattsburgh

Similar Profiles

CREATE PROFILE
Aaron H. Roman