Hire Financial Planning freelancers in United States

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George Alapatt
BASIC
Undergraduate Student at Stevens Institute of Technology George Alapatt, Business, Accounting, Human Resources & Legal
EDUCATION Stevens Institute of Technology Hoboken, NJ Aug 2019 – May 2023 • Bachelor of Science in Quantitative Finance; Concentration: Computer Science • Graduate Coursework: Investment Banking. Financial Statement Analysis • Undergraduate Coursework: Linear Algebra, Differential Equations, Financial Accounting, Corporate Finance, Data Management with R, Probability, Statistics with R, Multivariable and Optimization WORK EXPERIENCE Cross River Network Advertising Research Associate (Part-Time) July 2020 – Present • Created a database of over 500 companies in the northern NJ area, containing contact info and social media statistics • Reached out to companies promoting advertising campaigns on the NY Waterway ferries, private busses, and ferry terminals AST Fund Solutions Customer Service Representative Jun 2020 – Aug 2020 • Ran a proxy campaign for Legg Mason and contacted over 10000 shareholders for their vote on various proposals • Provided information to clients regarding the company’s proxy solicitation services and assisted incoming agents • Updated proxy database with shareholders’ information and responded to shareholder inquiries regarding particular investments Summer Fellowship Program, Hoboken Research Assistant May 2020 – July 2020 • Assessed the role of social security in moderating the business cycle as automatic stabilizers in the United States • Extracted census data from IPUMS and created a regression model to quantify the impact of social security on the economy • Correlated the percentage of social security recipients and decrease in employment by state and county due to COVID-19 in R World Financial Group, New York Financial Advising Intern (Winter) Nov 2019 – Feb 2020 • Provided financial needs analysis for over thirty clients and supplied them with various financial services to fit their objectives after passing my NJ Life Producer exam and obtaining my license • Researched investment options, tax laws, and insurance models and implemented effective customer persuasion techniques Citibank Virtual Banking Intern Jan 2020 – Feb 2020 • Prepared an overview of the mobile app market and researched companies’ business models • Evaluated app development companies based on trading peers and transaction comps for related companies • Performed DCF analyses using companies' financial statements in Excel to estimate acquisition price • Provided market analysis and constructed a portfolio tracking the ASX200 index based on sector allocation EXTRACURRICULARS Atilla Entrepreneurs Club Vice President of Programming Mar 2020 – Present • Built and designed a website to increase the online presence of the club by over 50% • Organized Propelify Innovation Festival 2019 to support entrepreneurs and collaborate with startups in the NYC area • Reach out to executives at local startups to bring in as guest speakers for club meetings Entertainment Committee Festivities Chair Dec 2019 – Present • Managed a $250,000 budget for various events for the entire student body and saved over $1000 in wasted tickets or cancellations by better optimizing the budget in accordance with students' needs • Gathered raw data about various events through feedback surveys and developed metrics to gauge the popularity of events • Created an Excel master database, using pivot tables, with event information from previous semesters and built data visualization models to present to upper management ACADEMIC PROJECTS Comparing Investment Strategies Using Historical Returns Nov 2019 – Mar 2020 • Created virtual portfolios modelling popular investment strategies (indexing, value investing, etc.) and created an SQLite database containing stock data exported from Yahoo Finance in Python • Visualized each portfolio’s return over the course of 2018 using Python Matplotlib and programmed functions that calculated risk metrics like VaR, CVaR, and volatility SKILLS • Software: Python (NumPy. Pandas, Matplotlib), R (Dplyr, Ggplot2, RMarkdown), MS Excel, MS Outlook, SQLite, Java • Finance: DCF valuation, Market Research, Data Visualization, Marketing Strategy, Portfolio Modelling • Certificates: Bloomberg Market Concepts (BMC), NJ Life Producer George Alapatt
Business, Accounting, Human Resources & Legal
Business Strategy
Business Analytics
Customer Experience
Financial Modeling
Financial Planning
20 $
W Low
BASIC
United States, New York
Corporate Finance And Sustainability Esg Consultant W Low, Business, Accounting, Human Resources & Legal
Independent Consultant 2/2019 - Present • PE Consulting Firm: Business Development, ESG and Sustainability Consultant • 25BN Equity Fund: Research for Energy, Industrials (Aero / Defense and Tobacco holdings • United Nations: Data Analysis, Sustainable Investments Working Group witUBS and Nuveen • Private Equity Client – marketing, fund raising and investor advisory • Global Mining Company (5BN market cap) – investor presentation advisory and communications TD Asset Management Director, Global Equities and ESG Specialist New York, NY 2012 – 1/2019 • Rigorous Free Cash Flow and DCF valuation emphasis on intrinsic value based on long term forecasting • Evaluate investment ideas for EAFE, EM, Global concentrated and absolute return portfolios ($47BN AUM) • Active due diligence through management meetings, industry and regulatory conferences, channel-checks and consultants • Structured and implemented ESG Integration, supporting client ESG RFPs / marketing • Lead proxy discussions for portfolio holdings across sectors • 3-Year Performance +639bps over Sector Benchmarks (MSCI) • Global sector focus on Industrials, Basic Materials, Energy and Telcos • Selective Industrial ideas: Diploma, Spirax-Sarco, DMG Mori, Ashtead, Safran, Schneider Electric, Omron and Lockheed VONTOBEL ASSET MANAGEMENT Director, Global Energy Equities and Sustainability Funds Zurich, CH 2011 – 2012 • Structured ESG framework for Global Energy industry and collaborate with Hermes on stakeholder engagement • Conduct sector sustainability research ideas for private wealth division (60BN AUM) and Sustainability Funds • Value focus on mid/large-cap with global coverage of E&P majors, independents, oilfield servicers and equipment • DCF and IRR valuation based on fundamentals forecasting, CS HOLT and ESG analysis • Top performance in Global Equities Division; Selective Ideas: Marathon Petroleum, El Paso, Subsea 7, Petrobras (Sell) BLACKROCK VP, Energy, Power/Utilities, MLPs, Basic Materials Analyst New York, NY 2005 – 2011 • Value focus on mid/large-cap with coverage of North America, Latin America and select Asian countries • Recommended private and public investment ideas for total return, insurance and cap structure arb for hedge funds • Extensive due diligence on macro and industry trends, competitive landscape and supply chain • Rigorous valuation analyses: Earnings Projection, DCF, Liquidity and Liquidation Analyses, Relative Value • Selective ideas: Overweight Utilities pre-GFC, XTO Energy (Long), EPD (Long), MMP (Long), Tenaska Power MACQUARIE INVESTMENTS High Yield / Distressed Energy & Power Analyst Philadelphia, PA 2004 – 2005 • Screened and recommended private and public debt investments for total return mutual funds and insurance portfolio • Credit Analysis (Net Asset Coverage, Liquidity Analysis, Relative Value) • Selective ideas: Long El Paso Pipelines, Avista, Northwest Energy (FMBs), Allegheny, Short Calpine Unsecured CREDIT SUISSE Investment Banking Global Energy, Project Finance and Private Placements Analyst New York, NY 1999 – 2002 • Detailed financial modeling (M&A, LBO) and valuation analyses (trading comps, precedent acquisitions and DCF) • Sourced and analyzed private equity and private debt investments for the $7BN Institutional Program Fund • Selective advisory work: Bolivia-Brazil pipeline (World Bank, IDB), AES Panama (PRI), Eletropaulo, Citgo/ PDVSA • Selective financing transactions: Calpine Power ($2.5BN Revolver, America's Project Loan, 2000 IFR), Port Arthur Coker ($865MM, Lev Fin Deal of the Year, 1999 PFI), EQT Gas monetization ($260MM), PPL Montana ($338MM PTC), restructuring and credit ratings advsiory
Business, Accounting, Human Resources & Legal
Financial Analysis
Financial Forecasting
Financial Modeling
Financial Planning
Fundraising
50 $
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