Cooper M. Yaccino
New York,NY
Overview
6
6
years of professional experience
Work History
Private Equity Due Diligence Specialist
Stifel Nicolaus
New York, NY
07.2024 - Current
- Conduct due diligence on 300+ investment managers annually, assessing fund strategies, performance, and alignment with platform objectives.
- Assist with the manager selection process, identifying funds suitable for financial advisors and their clients.
- Monitor the performance pipeline of funds, tracking contributions, distributions, and overall returns in an Excel-based performance tracker.
- Maintain a comprehensive manager tracker to log meetings, notes, and engagement frequency with prospective and existing managers.
- Develop investor-facing presentation slides and one-page fact sheets summarizing fund offerings for financial advisors.
Alternative Investments, Intern
Stifel Nicolaus
New York, NY
06.2023 - 08.2023
- Synthesized Fund Financials and market data to create analytical spreadsheets and powerpoints to assist Financial Advisor's and clients
- Monitored current fund offerings through participating in periodic calls/meetings and assessed performance and deployment of capital
- Team leader of intern presentation given to over 30 interns and Stifel employees
Venture Capital Intern
CEAS Investments: Asset Manager/Investment Firm
Delray Beach
12.2022 - 01.2023
- Assessed market opportunity of virtual reality to create investment thesis regarding potential investment for firm
- Collaborated with group to solve workflow issues to optimize and update client info
- Produced high-quality documents, spreadsheets and presentations for internal and client-facing needs
- Took detailed meeting minutes, prepared meeting rooms and compiled paperwork to support department
Stifel Intern
Alternative Investments
New York, NY
06.2022 - 07.2022
- Summer Analyst with Alternative Investments Group, focused on private market investment funds
- Generated Due diligence reports on prospective investments analyzing business strategy, management team, and prospectus multiples
- Performed primary research to identify attractive industries based on investment criteria
- Additional experience included: Week-long rotation through structured investments team and end of program stock pitch competition given to 30 interns and select employees
Leadership Advisor
Natural Resources Defense Council Youth Corps
Chicago, IL
06.2019 - 01.2020
- Mentored high school environmentalists and taught time-management and leadership skills
- Presented to Illinois Senators Durbin and Duckworth
Education
Bachelor of Arts - Political Science, History
Trinity College
Hartford, CT05.2024
Skills
- Bloomberg Market Certified, Financial and Economic Data, Microsoft Excel, Analytical Thinking, Industry Trend Analysis, Data Research and Validation, Executive-Level Presentations
Accomplishments
- Trinity College Lacrosse 3 year starter (Pre-season All-American)
- Led Nescac Conference in saves
- Earned Division I College scholarship, instead chose competitive Nescac School (Trinity)
- Trinity College Golf (All-American)
- Won Bill Detrick Invitational
Timeline
Private Equity Due Diligence Specialist
Stifel Nicolaus
07.2024 - Current
Alternative Investments, Intern
Stifel Nicolaus
06.2023 - 08.2023
Venture Capital Intern
CEAS Investments: Asset Manager/Investment Firm
12.2022 - 01.2023
Stifel Intern
Alternative Investments
06.2022 - 07.2022
Leadership Advisor
Natural Resources Defense Council Youth Corps
06.2019 - 01.2020
Bachelor of Arts - Political Science, History
Trinity College