Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kevin Pezze

Ballston Spa,NY

Summary

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.

Education

Bachelor of Science - Engineering

Alfred University
Alfred NY

Skills

  • Financial analysis
  • Financial modeling
  • Due diligence
  • Transaction documentation
  • Risk assessment
  • Compliance assessment
  • Market research

Certification

Former Certified Financial Planner

Timeline

Investment Banking Analyst

Key Bank
06.2022 - 01.2026

Policy Analyst

Goldman Sachs
08.2021 - 06.2022

Bachelor of Science - Engineering

Alfred University
Kevin Pezze