Detail-oriented financial analyst with expertise in financial analysis, due diligence, and report drafting. Proven ability to support transaction modeling and communicate findings effectively to drive investment recommendations.
Overview
4
4
years of professional experience
5
5
Certifications
Work History
Investment Banking Analyst
Key Bank
Clifton Park , New York
06.2022 - 01.2026
Performed financial analysis to inform investment recommendations and enhance client presentations.
Teamed with senior analysts on market research and transaction modeling to drive informed decision-making.
Assisted in due diligence processes for mergers and acquisitions projects.
Managed data entry and financial modeling using Excel and industry-specific software.
Compiled reports detailing key market trends for internal stakeholders to facilitate strategic planning.
Communicated findings effectively to team members to ensure alignment on projects.
Supported compliance efforts by maintaining accurate documentation of transactions.
Researched current trends in the investment banking sector to identify new opportunities for the firm.
Reviewed legal documents related to financing transactions such as indentures and credit agreements.
Policy Analyst
Goldman Sachs
Cohoes, New York
08.2021 - 06.2022
Developed reports on legislative changes, guiding investment strategy adjustments.
Analyzed policy impacts on financial regulations, influencing compliance framework adaptations.
Collaborated with cross-functional teams to assess policy implications, enhancing operational alignment.