Overview
Work History
Education
Skills
Licenses
Author
Timeline
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Adam Hernandez

New York,NY

Overview

5
5
years of professional experience

Work History

Investment Banking Analyst - Mergers & Acquisitions Team

Cantor Fitzgerald
07.2023 - Current
  • Small, highly active team responsible for evaluating and overseeing the transactions of Cantor's existing investments and portfolio companies
  • Sole analyst on a diverse array of buy-side and sell-side advisory, restructuring, bankruptcy, capital raising, and strategic financing transactions
  • Developed intricate financial models to evaluate transaction impacts, determine investment decisions, and forecast future financial performance
  • Led due diligence efforts, identifying potential risks and opportunities in target companies
  • Provided detailed financial insights and recommendations to internal and external executive leadership

Investment Banking Analyst - Generalist

BTIG
07.2022 - 07.2023
  • First-year analyst specializing in a diverse array of transactions for lower middle-market growth companies
  • Conducted strategic financial analyses, including leveraged buyouts, discounted cash flow, sum-of-the-parts, and comparables
  • Participated in all transaction stages, from preparing initial discussion materials to engaging in company and investor negotiation meetings
  • Assisted in drafting pitch books and presentations for client meetings and investor pitches
  • Managed data rooms and coordinated due diligence processes to facilitate efficient information exchange between parties

University Investment Fund - Portfolio Manager

Ram Fund
08.2021 - 01.2022
  • Healthcare sector analyst and PM for my university's student run Investment Fund managing close to $1M endowment
  • Analyst role was to find attractive investments in the healthcare sector, create a full pitchbook and present to PM's
  • Portfolio Manager role was to evaluate and vote upon whether other analysts pitches should be acted on

Investment Banking Summer Analyst - Generalist

BTIG
06.2021 - 08.2021
  • Learned the full functions of a highly active investment bank with each department's roles and responsibilities
  • Assisted analysts and associates on deals or special projects through pitchbook creation, due diligence, and more
  • Deals included M&A, IPO, SPAC, and capital market transactions for public and private companies
  • Created a full pitchbook, valuation and sell side presentation for a theoretical $15 Billion acquisition

Asset Management - Summer Analyst

Wealthbridge Legacy Partners
05.2019 - 08.2020
  • Completed projects such as creating, monitoring, and evaluating model portfolios for advisors
  • Customized and presented unique ESG portfolios tailored for specific clients employing risk, objectives and more
  • Summarized prospectuses, cleaned up worksheets and PowerPoints while monitoring market conditions

Education

Bachelor of Science - Business Administration, Major in Finance

The University of Rhode Island
Kingston, RI
01.2022

Semester in Tuscany - international negotiations and strategy

Institute of Lorenzo De Medici
Florence
04.2022

Skills

  • Capital IQ
  • Pitchbook
  • Bloomberg
  • Excel
  • PowerPoint
  • Word
  • Financial Modeling
  • Valuation

Licenses

  • Series 63
  • Series 79
  • SIE
  • Bloomberg Certification
  • Envestnet Institute

Author

Wrote, edited, and marketed a 100,000-word fiction novel that when published helped pay for college.

Timeline

Investment Banking Analyst - Mergers & Acquisitions Team

Cantor Fitzgerald
07.2023 - Current

Investment Banking Analyst - Generalist

BTIG
07.2022 - 07.2023

University Investment Fund - Portfolio Manager

Ram Fund
08.2021 - 01.2022

Investment Banking Summer Analyst - Generalist

BTIG
06.2021 - 08.2021

Asset Management - Summer Analyst

Wealthbridge Legacy Partners
05.2019 - 08.2020

Bachelor of Science - Business Administration, Major in Finance

The University of Rhode Island

Semester in Tuscany - international negotiations and strategy

Institute of Lorenzo De Medici
Adam Hernandez