Stephen Moran
New York,NY
Summary
Results-oriented professional with a strong foundation in financial analysis, strategy, and research, supported by three years of dedicated experience. Eager to leverage industry knowledge and problem-solving skills to navigate the evolving energy sector and its adjacent industries.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sector Analyst - Energy, Chemicals, Infrastructure & Construction
Third Bridge Group Limited
New York, NY
03.2022 - Current
- Stay informed on sector news, earnings releases, and regulatory filings to guide the quarterly coverage strategy.
- Analyze financial statements, earnings calls, and investor presentations to formulate key topics for 60-minute discussions with subject matter experts.
- Conduct 60 interviews per quarter with former executives and industry experts, extracting valuable information for clients.
- Consolidate research findings and apply sector expertise to support sales and account management requests.
- Actively engage in industry conferences, ensuring current knowledge, and formulating insightful questions for Q&A sessions.
Client Associate - US Private Equity
Third Bridge Group Limited
New York, NY
04.2021 - 02.2022
- Responsible for ~$475k in revenue, serving as the primary point of contact for six Private Equity firms
- Conducted due diligence for Private Equity transactions
- Led debrief sessions with a team of three associates, overseeing research execution, enhancing their understanding of investment strategy, and managing learning and development initiatives to foster continuous improvement.
Associate - US Private Equity
Third Bridge Group Limited
New York, NY
10.2020 - 03.2021
- Thrived in a dynamic, fast-paced environment, where effective communication, collaboration, and critical thinking were essential components of success.
Intern
The Bachrach Group
New York, NY
06.2019 - 08.2019
- Conducted comprehensive research and executed business development strategies to identify and cultivate potential client leads in the Technology and Financial Services sectors.
Education
Bachelor of Science in Economics -
Florida State University
08.2020
Skills
- MS Excel
- Bloomberg
- Debtwire
- Financial Analysis
- Analytical Thinking
- Problem-Solving
- Analyzing Performance
- Due Diligence
- Comparative Analysis
- Financial Modeling
Certification
Wharton Executive Education, Philadelphia, Pennsylvania, Business Analytics: From Data to Insights, 02/01/22
Accomplishments
- Four-year varsity wrestler.
- Runner-up in the New York Athletic Club pull-up competition.
Timeline
Sector Analyst - Energy, Chemicals, Infrastructure & Construction
Third Bridge Group Limited
03.2022 - Current
Client Associate - US Private Equity
Third Bridge Group Limited
04.2021 - 02.2022
Associate - US Private Equity
Third Bridge Group Limited
10.2020 - 03.2021
Intern
The Bachrach Group
06.2019 - 08.2019
Bachelor of Science in Economics -
Florida State University
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