Tristan Ward
Jacksonville,Fl
Overview
17
17
years of professional experience
Work History
Private Credit Portfolio Management Associate
Deutsche Bank Securities
09.2021 - Current
- Prepare complex LBO financial models in excel to forecast companies' free cash flow, EBITDA, and enterprise value using DCF, comparables, and in-depth industry analysis.
- Analyze financial performance of a portfolio of highly leveraged companies across various industries including digital infrastructure, energy, and direct lending.
- Prepare detailed annual and quarterly credit memoranda, identifying historical financial performance, covenant analysis, industry analysis, and enterprise valuation summary.
- Collaborate with colleagues in Credit Risk Management regularly to maintain a proactive view of clients' performance and Origination team preparing memoranda with new deals.
- Track and monitor affirmative and financial covenants to ensure the company is within compliance within reviewed credit agreements.
Commercial Banking Analyst
Wells Fargo Commercial Banking Division
06.2019 - 08.2021
- Analyzed businesses with revenue ranging from $5 million to $50 million financial, operational, and management strengths and weaknesses to identify potential capital, balance sheet, and reputation risks.
- Knowledge of the inner workings of financial statements and the influence put on them by business decisions, along with industry and management analysis to perform detailed financial analysis reports of borrower.
- Prepared company financial reviews and underwriting memos focused on a company's leverage, key risk factors, repayment sources, cash flow, and ability to service debt using interims, spreads, and tax documents.
- Conduct in-depth industry research to identify key drivers, challenges, and trends that are most relevant to the business.
Financial Support
U.S. Coast Guard
09.2008 - 07.2017
- Managed outside vendor contracts and ensured their proper delivery and fulfillment while overseeing a budget of over $600,000 dollars.
- Audited and reconciled Coast Guard purchases with USCG Financial Center credit card statements to maintain 100% accountability of over $300,000.
- Upkeep of over 300 financial records which led to perfect compliance with USCG Force Readiness Command auditing inspection.
- Evaluated and negotiated vendor quotes to fulfill request standards and meet federal purchasing regulations.
- Organized financial ledger to track how the unit spends funds against official records which accounted for federal funding being spent and preparing financial accounts and reports.
Education
MBA -
University of Florida
Gainesville, FL12.2022
BBA - Finance
Jacksonville University
Jacksonville, FL04.2020
Skills
- Accounting
- Credit Analysis
- Excel
- Inventory Management
- Procurement
- Financial Analysis
- Industry Analysis
- Financial LBO Modeling
Timeline
Private Credit Portfolio Management Associate
Deutsche Bank Securities
09.2021 - Current
Commercial Banking Analyst
Wells Fargo Commercial Banking Division
06.2019 - 08.2021
Financial Support
U.S. Coast Guard
09.2008 - 07.2017
MBA -
University of Florida
BBA - Finance
Jacksonville University
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