DANIELLE EZEKIEL
Brooklyn,NY
Summary
Accomplished finance professional with extensive experience at Bank of America, specializing in strategic relationship management and capital markets. Excelled in data analytics and strong communication skills to drive key account successes and significant capital-raising initiatives.
Overview
8
8
years of professional experience
Work History
Vice President, Strategic Relationship Management
Bank of America
New York, NY
07.2022 - Current
- Providing coverage alongside senior relationship managers to several of the top 100 global market clients, which include hedge funds, asset managers, pensions, and sovereign wealth funds.
- Oversee and support key account relationships by gaining an in-depth understanding of needs and interacting directly with key clients.
- Devised direction for strategic accounts by crafting strategies based on market insights and competitive landscape.
- Analyzed sales figures, trends, and forecasts for future projections of the global markets franchise.
- Developed KPIs and measured by conducting business reviews to track progress and assess client commitments against achievement.
- Identified new business opportunities with the existing client base.
- Developed and implemented account specific action plans for key accounts.
- Created strategic sales plans and measured success to monitor and document execution and effectiveness.
- Developed relationships with key decision-makers at target accounts, and managed client relationships through regular communication channels.
- Creating client memorandums and presentations to senior internal management, such as the CEO, CFO, and Head of Global Markets.
- Performed an analysis on the balance sheet and asset utilization across Global Markets Hedge Funds to identify revenue opportunities across the client base, and resource allocation.
- Partnering with the head of sales and trading to assign coverage models.
- Presenting partnership opportunities, revenues, and internal rankings to clients.
- Providing advice and guidance on best practices for broker relationships and data visualization to clients.
- Creating presentations and performing analysis on product/strategy gaps for the global markets business to ensure business leaders understand the areas of focus.
- Acting as a wealth management liaison to help Global Markets find creative solutions through alternative investments and traditional investments to aid their goal of distributing products on the Merrill Wealth Management platform.
- Collaborated with Credit Risk, compliance, legal, and KYC teams to resolve clients' issues.
Associate, Capital Markets - New Issue Origination
Bank of America Merrill Lynch
New York, NY
11.2019 - 07.2022
- Assisted in the origination, marketing, distribution, and execution of several publicly listed and private closed-end transactions. These include the BlackRock Innovation and Growth Trust ($4.9B), with Bank of America raising $1.1B, and the PIMCO Dynamic Income Opportunities Fund ($2.0B), with Bank of America raising $540M.
- Create and present an internal origination proposal for closed-end funds and new issue equity transactions to the internal investment and product committee (equity commitment), Legal, Risk, and Compliance.
- Preparing closed-end origination pitch books for Global Capital Markets, Investment Banking, Alternative Investments group, and Institutional clients.
- Collaborate with distribution teams to provide institutional clients with investor feedback on live transactions.
- Develop co-manager presentations for the syndicate on lead-left offerings, tracking deal pipeline, creating working group lists, and timelines for offerings that the firm is participating in.
- Analyze sectors and asset classes in the markets, including the macro environment, new issues, and secondary issuance, and present to senior leadership.
- Partner with Investment Banking, Global Capital Markets, and Research teams to evaluate and diligence approximately 300 equity transactions in 2021 and approximately 200 transactions in 2020.
- Assist in the marketing and execution of new issue equity securities; these include IPOs, add-ons, REITs, and SPACs.
- Communicated weekly with investors on the potential deal pipeline, explained details of the funds and structures, and provided updates on transactions.
- Reviewing regulatory and legal documents, such as prospectuses, term sheets, and tender offers (Schedule TO).
Investment Analyst, Investment Solutions Group
Bank of America Merrill Lynch
New York, NY
07.2018 - 10.2019
- Consulted clients +$25M on the selection of investment strategies, which include Equity, Fixed income, Hybrid funds and Separately Managed Accounts strategies
- Provide portfolio construction feedback and recommendations to clients based on investment objectives, liquidity, risk profiles and strategic/tactical asset allocation
- Analyzed potential tax impact and data analysis of transitioning assets to different strategies to help clients' decision-making on the utilization of an investment strategy and provide guidance on environmental, social, and corporate governance customization and implementation factors within SMA' in clients portfolio
- Presented senior management with synthesized research on global macroeconomic trends and market view to drive insights for portfolio considerations, strategic recommendations and support teams effort with clients
Summer Analyst, Investment Solutions Group
Bank of America Merrill Lynch
New York, NY
06.2017 - 08.2017
- Supported the development strategy to drive asset growth and support firm-managed products for Merrill Lynch's flagship Investment Advisory Platform, representing over $900 billion in AUM, by identifying enhancement opportunities and possible expansion of product offerings through monitoring client experience and utilization of the platform by financial advisors.
- Evaluated reports, analyzed data, and identified trends on AUM, net flows, style manager fees, and the performance of newly launched strategies for competitors in the BlackRock Private Investors (PI) Program, with $40B+ AUM, to support platform offerings.
- Produced performance reports on investment strategies in the Strategic Portfolio Advisors Program (SPA) with $11B+ AUM for peer analysis, created reports on net flows based on financial advisors' utilization of SPA, and updated client-facing documents on the program.
Education
Bachelor of Science - Business Management
Boston College, Carroll School of Management
Chestnut Hill, MA05.2018
Skills
- FFINRA Series 7, 63, and 79
- Bloomberg, Dealogic, FactSet, Tableau, and Morningstar
- Microsoft outlook, word, Powerpoint and Excel
- CAIA and CFA Level 1 candidate
- Organizational skills
- Strategic relationship management
- Capital raising
- Strategic planning
- Investment strategy
- Project management
- Due diligence
- Verbal and written communication
- Active listening
Skills Licenses
- FINRA Series, 7, 66 (combination of series 65&63) and 79
- Strong organizational skills
- Excellent written and verbal communication and interpersonal skills
- High level of attention to detail and strong analytical skills
- Knowledge of Capital Markets, Investment Products, Sales and Marketing
Affiliations
- Junior Board Member of the Grace Institute of New York
- Member of DEAL (Development of African-American Leaders) at Bank of America
- Campus Recruitment for Boston College at Bank of America
Timeline
Vice President, Strategic Relationship Management
Bank of America
07.2022 - Current
Associate, Capital Markets - New Issue Origination
Bank of America Merrill Lynch
11.2019 - 07.2022
Investment Analyst, Investment Solutions Group
Bank of America Merrill Lynch
07.2018 - 10.2019
Summer Analyst, Investment Solutions Group
Bank of America Merrill Lynch
06.2017 - 08.2017
Bachelor of Science - Business Management
Boston College, Carroll School of Management
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