Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rebecca Ensom

Braintree,MA

Summary

Analytical and driven finance professional with a strong academic background in Corporate Finance and hands-on experience in investment research, financial modeling, and fund operations. Demonstrated ability to conduct equity analysis, build DCF models, and contribute to capital markets strategy through real-world fund management. Proficient in Bloomberg Terminal and Excel modeling. Adept at collaborating across functions and communicating complex financial insights. Seeking to contribute to Citi’s Investment Banking team with a strong foundation in valuation, client engagement, and transaction support.

Overview

3
3
years of professional experience

Work History

Fund Administration Associate

MFS Investment Management
Boston, MA
06.2024 - Current
  • Support accounting operations for mutual fund portfolios, ensuring accuracy and regulatory compliance with GAAP and SEC standards.
  • Coordinate with custodians and audit teams to reconcile statements, and facilitate smooth financial reporting.
  • Collaborated with cross-functional teams to interpret complex fund data and streamline reporting workflows, enhancing operational transparency for internal stakeholders.

Resource Coordinator

PulseOne
Remote
06.2022 - 06.2024
  • Managed technical scheduling and project finance tracking across multi-state client projects.
  • Assisted in forecasting costs, evaluating contract structures, and improving budget alignment.
  • Negotiated vendor terms and ensured contractual compliance, supporting long-term margin goals.

Associate Analyst – Thunder Fund

Nichols College
Dudley, MA
09.2023 - 12.2023
  • Researched and recommended equity investments for a $100K+ student-run fund, integrating macro trends and sector analysis.
  • Built DCF models using Bloomberg data and presented strategic recommendations to peers and faculty.
  • Developed investment memos, reallocated assets, and contributed to active portfolio management decisions.

Education

B.S. - Business Administration, Corporate Finance and Investments

Nichols College
Dudley, MA
12.2023

A.A. - General Studies, Communication Studies

Community College of Rhode Island
Warwick, RI
05.2020

Skills

  • Financial Modeling (DCF)
  • Bloomberg Terminal
  • Microsoft Excel
  • Equity Research
  • Strategic Thinking
  • Team Collaboration

Timeline

Fund Administration Associate

MFS Investment Management
06.2024 - Current

Associate Analyst – Thunder Fund

Nichols College
09.2023 - 12.2023

Resource Coordinator

PulseOne
06.2022 - 06.2024

B.S. - Business Administration, Corporate Finance and Investments

Nichols College

A.A. - General Studies, Communication Studies

Community College of Rhode Island

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