James Connolly Resume March 2016
1
James A. Connolly 1111 N. Dearborn, Apt. 1804 | Chicago, IL 60610 | (847) 644-0934 | connolj2@gmail.com SUMMARY Skillfully handles both qualitative and quantitative projects and has a natural aptitude for case coordination (i.e., keeping track of/on top of deadlines, updates, work product, managing and delegating tasks to both peers and superiors, etc.). Performs complex analyses; maintains great attention to detail. Curious, confident, smart and ambitious; works hard and has the ability to finesse many moving pieces into the overall framework of the project at hand. Passionate about upholding effective communication between both team members and clients, which helps facilitate the delivery of a constantly high-quality work product. PROFESSIONAL EXPERIENCE Compass Lexecon Senior Analyst | Chicago, IL | April 2012 – Present • Key member of the Finance practice and promoted to Senior Analyst after second year in recognition of top performance • Provide financial analysis in consulting and litigation matters related to business valuation, securities fraud, lost profits, and other general damages issues • Efficiently communicate with clients and senior management to formulate case strategy, help set and manage expectations, and consistently meet deadlines • Successfully manage client cases by overseeing that work delegated to both peers and professional staff members is completed in a timely fashion and of the utmost caliber • Construct valuation models and other financial analyses including but not limited to $100 charts, event studies, inflationary damages, comparable public companies, precedent transactions, DCF, NAV, merger, and LBO models • Evaluate strategic alternatives and conduct in-depth market, industry, and company research to create client-specific analyses and presentations • Responsible for data collection and analysis, presentation design, academic literature and published research review • Examine a broad range of financial instruments including derivatives and structured credit products • Perform due diligence and comprehensive financial statement analyses • Primary duties include, but are not limited to: (i) producing internal memos; (ii) creating client presentations; (iii) news article and analyst report review; (iv) manipulating data and performing compound analyses; (v) auditing analyses and presentations; (vi) preparing expert reports; (vii) creating expert report backup; and (viii) preparing experts for deposition and/or trial The Northern Trust Company Securities Pricing Analyst | Chicago, IL | August 2011 – April 2012 • Used industry research and analysis to manage the provision of validated securities pricing for the purposes of NAV calculation, fund manager reporting, and back office outsourcing • Developed and maintained pricing databases and data retrieval for all non-derivative securities, funds, and corporate actions • Used advanced working knowledge of Bloomberg, Reuters, FT Interactive Data, S&P, and Telekurs daily • Analyzed and resolved inflation rates and price tolerances, stale prices and rates, missing prices, and variances • Processed price challenges and discrepancies received from concerned partners and investment managers • Effectively communicated between pricing team and vendors to reconcile pricing discrepancies EDUCATION Miami University, Richard T. Farmer School of Business Bachelor of Science in Business | Oxford, OH | September 2007 – May 2011 • Concentration in Finance • Relevant Courses: Principles of Investment & Security Markets, Money and Banking, Business Finance, Intermediate Managerial Accounting, Intermediate Financial Accounting, Managerial Cost Accounting, Principles of Insurance, Commercial Bank Management, International Business Finance, Real Estate Strategies, Business Legal Studies • Alpha Chapter of Phi Kappa Tau Fraternity various leadership positions o Membership Officer – Coordinated member educations and involvement o Vice President of Brotherhood – Oversaw operations of 113 member chapter o Vice President of Recruitment – Organized recruitment events and chapter relations o Vice President of Social Affairs – Allocated $35,000 budget to finance networking events SKILLS & INTERESTS • Computer Skills: Microsoft Office, Bloomberg, Capital IQ, FactSet, Morningstar Direct, and SAS • Interests: Exercising, Golf, Hockey, Lacrosse, Sailing, Traveling, Music, Art Museums, and Volunteering
-
Upload
james-connolly -
Category
Documents
-
view
67 -
download
0
Transcript of James Connolly Resume March 2016
James A. Connolly 1111 N. Dearborn, Apt. 1804 | Chicago, IL 60610 | (847) 644-0934 | [email protected]
SUMMARY Skillfully handles both qualitative and quantitative projects and has a natural aptitude for case coordination (i.e., keeping track of/on top of deadlines, updates, work product, managing and delegating tasks to both peers and superiors, etc.). Performs complex analyses; maintains great attention to detail. Curious, confident, smart and ambitious; works hard and has the ability to finesse many moving pieces into the overall framework of the project at hand. Passionate about upholding effective communication between both team members and clients, which helps facilitate the delivery of a constantly high-quality work product. PROFESSIONAL EXPERIENCE
Compass Lexecon Senior Analyst | Chicago, IL | April 2012 – Present
• Key member of the Finance practice and promoted to Senior Analyst after second year in recognition of top performance
• Provide financial analysis in consulting and litigation matters related to business valuation, securities fraud, lost profits, and other general damages issues
• Efficiently communicate with clients and senior management to formulate case strategy, help set and manage expectations, and consistently meet deadlines
• Successfully manage client cases by overseeing that work delegated to both peers and professional staff members is completed in a timely fashion and of the utmost caliber
• Construct valuation models and other financial analyses including but not limited to $100 charts, event studies, inflationary damages, comparable public companies, precedent transactions, DCF, NAV, merger, and LBO models
• Evaluate strategic alternatives and conduct in-depth market, industry, and company research to create client-specific analyses and presentations
• Responsible for data collection and analysis, presentation design, academic literature and published research review • Examine a broad range of financial instruments including derivatives and structured credit products • Perform due diligence and comprehensive financial statement analyses • Primary duties include, but are not limited to: (i) producing internal memos; (ii) creating client presentations; (iii) news article
and analyst report review; (iv) manipulating data and performing compound analyses; (v) auditing analyses and presentations; (vi) preparing expert reports; (vii) creating expert report backup; and (viii) preparing experts for deposition and/or trial
The Northern Trust Company Securities Pricing Analyst | Chicago, IL | August 2011 – April 2012
• Used industry research and analysis to manage the provision of validated securities pricing for the purposes of NAV calculation, fund manager reporting, and back office outsourcing
• Developed and maintained pricing databases and data retrieval for all non-derivative securities, funds, and corporate actions • Used advanced working knowledge of Bloomberg, Reuters, FT Interactive Data, S&P, and Telekurs daily • Analyzed and resolved inflation rates and price tolerances, stale prices and rates, missing prices, and variances • Processed price challenges and discrepancies received from concerned partners and investment managers • Effectively communicated between pricing team and vendors to reconcile pricing discrepancies
EDUCATION
Miami University, Richard T. Farmer School of Business Bachelor of Science in Business | Oxford, OH | September 2007 – May 2011
• Concentration in Finance • Relevant Courses: Principles of Investment & Security Markets, Money and Banking, Business Finance, Intermediate
Managerial Accounting, Intermediate Financial Accounting, Managerial Cost Accounting, Principles of Insurance, Commercial Bank Management, International Business Finance, Real Estate Strategies, Business Legal Studies
• Alpha Chapter of Phi Kappa Tau Fraternity various leadership positions o Membership Officer – Coordinated member educations and involvement o Vice President of Brotherhood – Oversaw operations of 113 member chapter o Vice President of Recruitment – Organized recruitment events and chapter relations o Vice President of Social Affairs – Allocated $35,000 budget to finance networking events
SKILLS & INTERESTS
• Computer Skills: Microsoft Office, Bloomberg, Capital IQ, FactSet, Morningstar Direct, and SAS • Interests: Exercising, Golf, Hockey, Lacrosse, Sailing, Traveling, Music, Art Museums, and Volunteering
