Private Equity - Acquisitions Analyst
Industry:Property / Real EstateEmployment Period:August 2023 to September 2023 (1 Month)Duties and Responsibilities:
- Conducted preliminary financial modeling for potential acquisitions
- Conducted market research, analyzing Rent, Sales, and Selling comparables
- Collaborated in the development of Investment Memorandums, and the preparation of Purchasing Agreements and Letters of Intent, for live deals or potential acquisitions.
- Managed essential seller documentation, including Bank Statements, Utility Invoices, etc., to support the creation of financial models and due diligence.
Economic Analysis Lead | Preliminary Plant Design Project
Industry:EducationEmployment Period:February 2023 to May 2023 (3 Months)Duties and Responsibilities:
- Successfully led and executed comprehensive economic analysis for a preliminary manufacturing plant design project
- Led the equipment costing by using industry-standard materials costing and estimation methods
- Applied financial analyses to evaluate project profitability and potential returns, such as Non-Discounted Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, and Monte Carlo Analysis.
Product Supply Management Intern
Industry:BioTechnology / Pharmaceutical / Clinical researchEmployment Period:June 2022 to September 2022 (3 Months)Duties and Responsibilities:
- Executed Loss Analysis and Mapping for the Initiative Disposal Expenses (IDE) in the PH Cabuyao Plant amounting to $5.6 Million - which covers damages, remnants from changes in packaging materials, expired products, etc.
- Generated data models and analysis for various loss categories, using Microsoft Power BI and Microsoft Excel, under Dry Laundry, Fabric Enhancers, Baby Care, Deodorants, Dish Care, and Personal Care for cost- saving initiatives prioritization and action planning in FY 22-23.
Program Intern - Sales Traditional Trade
Industry:Not ApplicableEmployment Period:October 2021 to February 2022 (4 Months)Duties and Responsibilities:
- Executed Data Validation and Analysis for a project that could potentially introduce a double-digit increase in company revenue.
- Developed and integrated process improvements that reduced the time to validate data by 66.67%.
- Accomplished the estimated 69-day project in only 27 days, saving a total of 42 days. Proposed next steps to fast-track project nationwide, accompanied by time and cost comparisons.
Private Equity Analyst Intern
Industry:Banking / Financial ServicesEmployment Period:August 2023 to August 2023 (1 Month)Duties and Responsibilities:
- Actively engaged in comprehensive training and mentorship, guides, and training materials about real estate private equity and financial modeling.
- Sourcing and screening of potential investments according to investment criteria.
- Clark has been working as Acquisition Analyst for Real Estate Private Equity firm based in US
- He has fresh graduate and has immersed himself on the investment side
- He has taken several courses which include:
- Leveraged Buyout (LBO) Fundamentals, Wall Street Prep 2023
- Leveraged Buyout (LBO) Modeling Tutorials, Breaking Into Wall Street 2023
- Real Estate Deal Structuring: Introduction to the Waterfall Framework, LinkedIn Learning 2023
- Real Estate Analysis Foundations, LinkedIn Learning 2023
- Real Estate Financial Modeling Crash Course, Break Into CRE 2023
- Introduction to Corporate Finance, University of Pennsylvania 2023
- Excel Skills for Business: Essentials, Macquarie University
- He has been exposed on doing:
- Conducting market research
- Performing financial modelling
- Managing documents for client presentation
- Preparing investment memos
- He has pretty good knowledge when it comes to discounted cash flow (dcf) and leverage buy out (lbo)
- He has also good experience with excel and has done simple VBA and power bi
- He is currently working on a full time role and is willing to take on part time and can start as soon as possible
Predictive Index Behavioral Profile- Altruisthttps://www.predictiveindex.com/reference-profile/altruist/
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Behavioral Summary