Syracuse University College of Arts and Sciences

Pascack Hills High School

Syracuse University - Martin J. Whitman School of Management

Associate, Client Services at AlphaSights

New York, New York, United States

AlphaSights

Associate, Private Equity

- Selected to work with TCP, a mid-market private commercial real estate fund that engages in buy-side investments for assets such as multi-family, student housing, mixed-use, and industrial•On-boarding remotely due to COVID-19 to assist the Director of Acquisitions with market research and due diligence on comps / cap rates for potential high-yield property investment opportunities in NY / PA• Attend virtual meetings (once a week) with the fund GP and Director of Acquisitions to discuss project progression, fundraising, and deal flow• Developed and executed an extensive comparables model for a University City multi-family acquisition that contained 50+ properties and incorporated average unit prices, cap rates, and property details• Prepared a 30-page research report on Philadelphia's macro market and post-COVID thesis that contained extensive due diligence, broker interviews, and database metrics to provide insight on the Philly market for potential portfolio acquisitions in the Greater Philadelphia Area

Talisen Capital Partners

Summer Acquisitions Analyst

- Founding team member of The Zone, a B2B sports / health-wellness SaaS platform for student-athletes, that provides its users with personalized wellness content (physical, mental, and financial) as well as efficient communication and player management capabilities for their team• On-boarding remotely due to COVID-19 to help support the startup with primary market research, VC/Angel fundraising, product-market fit, business development, and product platform iteration• Assist the VP of Tech Engineering with designing the platform blueprint for the minimal viable product (MVP), pioneering internal / external KPIs, and developing strategic CRM capabilities• Perform extensive primary market research and due diligence by spearheading direct communication with University Athletic Directors• Attend virtual meetings (three times a week) with the CEO, COO, CTO, and the Board of Advisors to review agendas, goals, and milestones

The Zone

Founding Team Member (Wellness/Sports SaaS Startup)

- 1 of 6 chosen from a national pool of students to participate in an intensive financial externship program at Cornerstone, an independent asset management organization with nearly 6.5 Billion AUM • Cornerstone is an RIA / cap intro corporation that serves as an intermediary portfolio advisor between the fiduciary clients (endowments, retirement plans, foundations) and the active/passive money managers (hedge funds, mutual funds, exchange-traded funds, and fund of funds)• Observed their proprietary open architecture solution that provides fiduciary clients with flexibility and transparency towards custodians and money managers that best fit their investment philosophy • Learned how to value funds based on standard deviation, beta, sharpe ratio, alpha, information ratio, skewness, kurtosis, and expense / performance ratio• Customized mock portfolios with different fund asset allocations (equities, fixed income, high yield, real estate, private equity, cash, etc.) based on expected return, correlation, and risk aversion (MPT)• Improved knowledge on 401K plans, 403B plans, charitable gifting, ESG investing, ESOPs, planned retirement, long term care, and life insurance • Prepared and presented a final project to the c-suite on market movement projections for before, during, and after the 2020 election

Cornerstone Advisors Asset Management, LLC

Winter Asset Management Externship Program

- 1 of 3 members chosen from the SU Investment Club to participate in the 2019 Chicago Mercantile Exchange (CME) day trading challenge• Bought and sold commodities, FX products, and T-note call or put contracts (lots) on the option bid-ask spread• Learned how to trade on the bid-ask spread based on supply and demand of current contracts (lots) available• Traded in a fast-paced, pressured, high-risk environment that challenged unconventional thinking and required research-heavy long / short trading strategies and dollar-cost averaging for successful outcomes • Made a minimum of 20 trades per day during market hours and learned the ins and outs of the CQG trader software • Grew the mock fund by about $250,000 (50% ROI) during the challenge• Placed in the top 5% out of 500 Universities in the competition• Invited to fly out to the CME HQ in Chicago after the challenge for the closing event

CME Group

Day Trading Challenge

- Collaborate in a team of 5 to analyze and evaluate potential equities to grow the club’s $140,000 fund• Stay up to date with current market trends and events to discover possible undervalued equities for stock pitches• Learn more about various investment instruments (fixed income and options) to diversify or hedge the club’s portfolio• Evaluate the portfolio performance at weekly club meetings• Pitch trade ideas and cast club wide votes for buying / selling securities

SU Investment Club

Senior Equity Research Analyst

- 1 of 4 leaders that founded the Syracuse TAMID Beta chapter and grew the organization to 50 members and completed exceptional virtual consulting and investing projects to gain certification as a nationally-backed TAMID Chapter• TAMID Group is a not-for-profit organization that offers a business hands-on learning experience through consulting and investing education sessions and virtual projects for all university students• Developed and executed the organization’s TAMID-Together telethon fundraising event and exceeded the goal by over $2,000 for TAMID nationals• Worked hand-in-hand with the organization's President and VP and led weekly board meetings• Overlooked the club's recruitment, marketing / branding / PR, consulting and investing curriculum, Israeli partnership projects, club activities, and budgeting• Worked closely with the head of recruitment and marketing to create PR strategies to engage students from various channels and organically grow the organization • Organized the TAMID Group's CNY annual convention at Syracuse University hosting TAMID chapters from Cornell, Binghamton, and Colgate and coordinated partnerships with local investment banks and insurance corporations to speak at the event (unfortunately the event was canceled due to COVID-19)

TAMID Group

Head Of Operations (Syracuse University Chapter)

- Assisted Business Manager with preparation and distribution of weekly Burn and Billability reports to Account Executives, measuring and tracking against projects budgets and employee utilization• Prepared analyses for Finance team on performance indicators measuring staff utilization and forecast trends• Helped Sr. Manager with Month End close process via running pending revenue reports, calculating estimated revenue, and presenting by company to finance leads• Prepared Contract quick reference documents pulling vital details out of MSA and SOWs to help Account Executives quickly understand legal parameters of Client business and projects to streamline contract review process• Collaborated with finance leads to prepare financial decks for quarterly “state of the business” reporting, measuring gross margin, revenue trends, and diversification of client business• Participated in monthly revenue and forecasting calls with Sr. Manager and Account leads• Prepared analysis of forecast vs actuals by period for 2019 to assess accounts with large deviation from forecast to improve forecasting processSummer Project:• All Interns were assigned to research, create, and present a campaign for two clients (Aetna/United Health)• Collaborated and consulted with Summer Program interns (8 Groups) to create pricing, staff plan, expense budget for internship competition• Gathered campaign deliverables, reviewed and assessed prior year activities to estimate, prepare, and present fee and expenses with each group for the competition

W2O Group

Summer Client Finance Analyst

- 1 of 70 undergraduate business students inducted into BGS membership for being ranked within the top 10% of The Martin J. Whitman School of Management• Tutor students in business courses by volunteering at official office hours held in the Whitman Learning Center

Beta Gamma Sigma

Tutor & Peer Mentor

- 1 of 4 leaders that founded the Syracuse TAMID Beta chapter and grew the organization to 50 members and completed exceptional virtual consulting and investing projects to gain certification as a nationally-backed TAMID Chapter• TAMID Group is a not-for-profit organization that offers a business hands-on learning experience through consulting and investing education sessions and virtual projects for all university students• Taught the new member education sessions for the investment fund track for 2 semesters, which included 4 weeks of hands on learning through capital markets introduction / equity research / trading strategy simulations and 4 weeks of developing a club wide stock pitch (per semester)• Constructed an engaging and thorough education curriculum for over 20 weekly meetings and built an SU TAMID archive to store projects and education decks for future semesters

Vice President of Fund (Syracuse University Chapter)

- Performed ample research on potential seller insurance brokerage shops (Benefits and P&C) using databases and online sources for initial acquisition proposals for the M&A team• Developed an extensive understanding of the M&A process at the corporate level and worked on several different 3-5 month multi-million dollar deals on the buy side of the merger• Conducted due diligence on the Comparative Income Statement, P&L, Pro-forma, and Balance Sheet for the prospective firms to interpret that company’s cash flow, financial health, and growth capabilities• Provided valuation analysis and implementation modeling for potential M&A prospects using Discounted Cash Flow, Leverage Buyouts, and EBITDA Comparables Method • Created detailed write-ups for Sr. Managers that included analysis of a prospect using evidence from due diligence and interpretation of the seller’s culture, leadership, etc.• Attended and participated in various conference calls with seller CEOs, CFOs, and internal Legal Counsels

Jack Benedict