Overview
Work History
Education
Skills
Accomplishments
Timeline
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Cooper M. Yaccino

New York,NY

Overview

6
6
years of professional experience

Work History

Private Equity Due Diligence Specialist

Stifel Nicolaus
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
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
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
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
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, CT
05.2024

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

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Cooper M. Yaccino