Martin Gobbo
King Of Prussia,PA
Summary
Finance professional with a strong foundation in due diligence, financial modeling, and market analysis. Adept at cultivating relationships, analyzing investment opportunities, and risk assessments. Seeking a challenging role in finance and investments to leverage analytical and research skills in contributing to an organization's success.
Overview
1
1
year of professional experience
Work History
Compliance Associate
SEI Investments
07.2023 - Current
- Performed annual reviews of advisors and sub-advisors, focusing on risk assessment and ensuring compliance.
- Worked on the development and implementation of questionnaires, collaborating with cross-functional teams and integrating inputs for enhanced due diligence.
- Played a pivotal role in transitioning to the new due diligence software, Dasetti, handling profiles, questionnaires, and system needs.
- Managed the team's mailbox, ensuring timely responses, and administrated compliance portals for quarterly questionnaires.
Analyst Intern
Ultrasound VC
05.2023 - 07.2023
- Analyzed potential startups for investment, conducting detailed market research and financial assessments.
- Networked with startups, building a robust pipeline for potential investment opportunities and enhancing firm deal flow.
Summer Analyst
BNP Paribas
06.2022 - 08.2022
- Delivered financial modeling for project viability, focusing on Unlevered Free Cash Flows and loan repayment potentials.
- Developed client pitch books, emphasizing the firm's product offerings and client-centric solutions.
- Analyzed ABS issuances, leveraging Excel to enhance team operations and inform strategic decisions.
Education
Bachelor of Science - Economics
Messiah University
Mechanicsburg, PA05.2023
Timeline
Compliance Associate
SEI Investments
07.2023 - Current
Analyst Intern
Ultrasound VC
05.2023 - 07.2023
Summer Analyst
BNP Paribas
06.2022 - 08.2022
Bachelor of Science - Economics
Messiah University
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