University of Pennsylvania

The Pingry School

Investor Relations Professional

New York, New York, United States

Senior Associate in J.C. Flowers and Co.'s Fundraising and Investor Relations team. Managed fundraising via investor pitching and management, creation of fundraising materials (i.e. offering memorandum, pitchbook, due diligence questionnaires), and creation of bespoke materials. Coordinated with investment, finance, legal, compliance, and tax teams in support of fundraising. Managed outreach and reporting to existing investors, including semi-annual reporting, investment acquisition and disposition reporting, and other investor communications. Planned key investor events, including the annual meeting and quarterly update calls.

J.C. Flowers & Co. LLC

Senior Associate, Investor Relations

Associate in Barclays Capital's Financial Institutions Investment Banking group. Advised financial institutions clients on mergers, acquisitions, divestitures, restructuring, and equity and debt financing. Created complex financial models and extensive marketing materials to evaluate acquisition targets, and to position companies for sale to potential buyers. Prepared extensive transaction marketing materials, including roadshow presentations and scripts.

Barclays

Associate, Investment Banking

Associate (promoted from Analyst position in January 2011) in Credit Suisse's Equity Research department. Worked with an Institutional Investor ranked research analyst to cover 18 large to mid-cap companies in the life insurance sector. Managed operating models, projected quarterly earnings, and published quarterly earnings notes assessing earnings quality, calculating normalized earnings, and detailing projections. Coordinated with other sector research teams in writing extensive thematic research pieces. Spoke extensively to investors to discuss the research team's views.

Credit Suisse

Associate, Equity Research

Ran financial models and created presentation materials to assess the financial position and projections of Hovnanian Enterprises, one of the largest residential real estate developers in the United States. Also created financial models and presentation materials to support numerous joint venture projects.

Hovnanian Enterprises

Analyst, Corporate Treasury

Analyst in Lazard's Industrials Mergers & Acquisitions group. Provided financial and strategic advice on mergers, acquisitions, and divestitures to natural resources clients. Created complex financial models and extensive transaction marketing materials.

Sarah Bucher