Open to opportunities

W User

@wuser

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Finance professional with expertise in capital markets and investment strategies.

United States

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What I'm looking for

I am looking for opportunities that allow me to leverage my finance expertise in a dynamic environment, focusing on investment strategies and portfolio management.

I am a finance professional with a strong background in capital markets and leveraged finance. I graduated from Suffolk University with a Bachelor of Business in Finance, where I co-founded and served as President of the Investment Club. My academic achievements include being a Dean’s List student and receiving the Finance Leadership Award in 2020.

Currently, I work as an Associate at Arena Investors, LP, where I secure financing for investment funds and manage diverse portfolios. My previous experience at Deutsche Bank as an Analyst involved managing a portfolio of over 70 leveraged lending deals, where I honed my skills in credit analysis and financial reporting. I am passionate about leveraging my analytical skills to optimize fund returns and drive investment success.

Experience

Work history, roles, and key accomplishments

Current

Capital Markets / Leveraged Finance - Associate

Current

Arena Investors, LP

Oct 2022 - Present (2 years 9 months)

Secured financing to leverage investment funds, including ABL, NAV, and Loan on Loan. Underwrote asset-backed securities, focusing on structuring and securing credit ratings.

Capital Markets Underwriting Financial Modeling Data Structures Python

Structured Finance / Workout & Recovery - Analyst

Deutsche Bank

Jun 2021 - Oct 2022 (1 year 4 months)

Managed a portfolio of over 70 leveraged lending deals with a gross exposure of approximately $4 billion. Performed end-to-end client monitoring, credit and risk analysis, and valuation and impairment testing.

Structured Finance Workout & Recovery Portfolio Management Credit Analysis Risk Analysis Financial Reporting Macroeconomic Analysis

Portfolio Manager

Suffolk University Investment Fund

Sep 2018 - May 2019 (8 months)

Maintained portfolio guidelines, including security weights, sector weights, performance benchmarks, and risk management for a Mid-Cap Fund with $150k AUM. Determined equities to buy and sell based on peer research recommendations.

Portfolio Management Investment Analysis Risk Management Financial Modeling Equity Research

Education

Degrees, certifications, and relevant coursework

Suffolk University - Sawyer Business School

Bachelor of Business, Finance & Information Systems

Grade: Dean’s List & Honor Roll

Activities and societies: Co-founder and former President of the Suffolk University Investment Club 2017-2020; Member of Men’s NCAA Basketball team; Northwestern Mutual Regional Financial Case Competition Finalist

Majored in Finance and Information Systems, with a concentration in investments and securities. Co-founded and served as President of the Suffolk University Investment Club from 2017-2020. Recognized on the Dean's List and Honor Roll, and received the Suffolk Sawyer Business School Finance Leadership Award in 2020.