John F. Heffernan

Responsibilities include return modeling, client facing pitch presentations, ancillary revenue pitches/analysis, organizing internal & external team meetings and new client prospecting

Select Experience:

• Assisted in the development of a business plan to expand our Real Estate sector offerings, which has since generated numerous new client opportunities
• Selected to be early ID program mentor for college students and current analysts within the commercial bank

Developed credit underwriting skills as an analyst while having responsibilities such as financial analysis, projection modeling, industry research, credit risk profile analysis, and risk partner presentations

Select Experience:

• Identified early signs of stress in a long-standing client’s financials, leading to credit profile restructuring
• Acted as end-to-end credit underwriter on a term loan refinance for one of Citi Commercial Banks largest clients

10-week rotational credit training program highlighting credit lending, loan syndications, treasury products, and risk management

Worked directly with the fund founder to develop skills in industry and company research and analysis to analyze potential investment opportunities

• Created a summer long project to highlight Twitch revenue streams for E-sports gaming investments