Sydney Zirlin
New York,NY
Summary
Highly skilled and driven Investment Banking Associate with almost 5 years of experience in developing financial models, analyzing market trends, and optimizing clients' debt structure.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Banking Associate
HSBC
New York, USA
07.2021 - Current
- Specialize in Debt Capital Markets, working primarily in Corporate Origination and Liability Management.
- Execute deals in multiple currencies with over 100 financial, corporate, and sovereign clients in North America, Latin America, and Europe.
- Utilize financial models to devise opportunistic transactions for clients looking to restructure their existing debt portfolio through new issues or bond buybacks between $300mm and $5bn. This includes working to achieve accounting gains and positive NPVs.
- Perform cost analysis using anticipated investor participation and trade premiums in tender and exchange offers for multibillion dollar companies.
- Optimize pricing in both new security issuances and repurchases based on the market's volatile interest rates, secondary bond prices, and precedent transactions.
- Analyze leverage ratios to determine the impacts of clients' incremental changes in capital on their bond credit ratings.
Investment Banking Intern
HSBC
New York, USA
06.2020 - 08.2020
- Evaluated clients' past strategies to create tailored transactions aligning with preferred portfolio maturity and coupon.
- Performed sensitivity analysis for recommended trades to assess annual interest expense and premiums based on U.S. Treasury rates during potential deal execution period.
Data Analytics Intern
MEC
Westfield, USA
06.2019 - 08.2019
- Developed trend reports for over 100 national optical dispensary managers, utilizing Microsoft Excel to extract data from company databases and create concise statements with KPI data, pivot tables, monetary changes between years, and relevant graphs to support informed decision-making.
Education
Bachelor of Business Administration - Finance
Emory University
Atlanta, GA05.2021
ICADE Business School
Madrid, Spain12.2019
Skills
- Financial Modeling & Analysis
- Deal Execution
- Pitch Book Creation
- Bloomberg Terminal
- Microsoft Excel
- Microsoft Powerpoint
Certification
- FINRA SIE
- Series 7
- Series 79
- Series 63
Timeline
Investment Banking Associate
HSBC
07.2021 - Current
Investment Banking Intern
HSBC
06.2020 - 08.2020
Data Analytics Intern
MEC
06.2019 - 08.2019
Bachelor of Business Administration - Finance
Emory University
ICADE Business School