Queens Capital Resume - Zachary...
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Zachary Leranbaum [email protected] EDUCATION Bachelor of Commerce, Queen’s University, Kingston, ON 2014 - 2018 • Principal’s Entrance Scholarship - Awarded for high school cumulative average of 95% or above; awarded to less than 10% of the incoming class • A in COMM 163: Managerial Statistics, A+ in COMM 121: Finance I • Majoring in Finance PROFESSIONAL EXPERIENCE Summer Associate, Altus Securities, Toronto, ON 2015 - 2015 • Was the sole intern for Altus, a private wealth management firm with a large client base of over 200 high net worth individuals, and a total AUM of over $600mm • Performed due diligence, including development of capital plans for repositioning of client assets • Developed financial models to analyze asset investment opportunities that led to new investments being made into companies that yielded superior returns • Evaluated companies and preformed company research using Discounted Cash Flow, Comparable Companies Analysis, as well as Top Down and Bottom Up valuation scenarios to help make investment decisions • Assisted in refining proprietary screening process, which is now heavily relied on by my employer • Researched, analyzed and presented asset management opportunities to senior portfolio managers which led to investments in a company that I pitched yielding over 50% returns in less than 2 months • Composed in depth reports on companies chosen through the proprietary screener to decide whether to purchase them for one of the portfolios Premier Director, Machinima Inc., Toronto, ON 2009 - 2011 • Developed and managed a YouTube channel that generated over 50,000 subscribers and over 30,000,000 views in a time span of under 3 years • Monetized a video that others deemed impossible to monetize in order to generate over 100,000 views for the channel and over $30,000 in additional revenue for the company EXTRACURRICULAR ACTIVITIES Corporate Relations Manager & Senior Analyst – Diversified, Queen’s Capital, Kingston, Ontario 2015 - Present • Manage a portfolio of North American equities consisting of ~$100,000 in collective AUM with a team of 25 other Queen’s students • Maintain an equity coverage universe and perform fundamental analysis on TSX/S&P 500 listed Energy & Utilities securities • Actively follow the financial markets, create sector updates and make investment recommendations • Raised capital by preparing and pitching slide decks to investors in order to increase AUM • Leverage resources and connections to acquire corporate advisory board members to provide valuable industry insight and information Competitor, Queen’s Commerce Trading Competition, Kingston, ON 2014 - 2015 • Provided free consultation sessions to prospective local businesses to increase brand • Worked with a team to design, develop, and implement web interfaces using Adobe Dreamweaver, establishing a strong online presence for businesses with no prior online • Conceptualized and created branding materials for clients using Adobe Photoshop, InDesign, and Illustrator, and gained valuable clientele management experience ADDITIONAL INFROMATION • President – DECA; Responsible for growing my chapter’s membership from 70 – 120 students. • Competed in ICDC International Competition, placed top 20 in the world for International Business Plan • Proficient in Microsoft Excel, Word, PowerPoint, Thompson One, Bloomberg • Interests and Activities: Toronto Blue Jays, Traveling, Reading
Transcript of Queens Capital Resume - Zachary...
Zachary Leranbaum [email protected] EDUCATION Bachelor of Commerce, Queen’s University, Kingston, ON 2014 - 2018 • Principal’s Entrance Scholarship - Awarded for high school cumulative average of 95% or above; awarded to less than 10% of
the incoming class • A in COMM 163: Managerial Statistics, A+ in COMM 121: Finance I • Majoring in Finance
PROFESSIONAL EXPERIENCE Summer Associate, Altus Securities, Toronto, ON 2015 - 2015 • Was the sole intern for Altus, a private wealth management firm with a large client base of over 200 high net worth individuals,
and a total AUM of over $600mm • Performed due diligence, including development of capital plans for repositioning of client assets • Developed financial models to analyze asset investment opportunities that led to new investments being made into companies
that yielded superior returns • Evaluated companies and preformed company research using Discounted Cash Flow, Comparable Companies Analysis, as well
as Top Down and Bottom Up valuation scenarios to help make investment decisions • Assisted in refining proprietary screening process, which is now heavily relied on by my employer • Researched, analyzed and presented asset management opportunities to senior portfolio managers which led to investments in a
company that I pitched yielding over 50% returns in less than 2 months • Composed in depth reports on companies chosen through the proprietary screener to decide whether to purchase them for one
of the portfolios Premier Director, Machinima Inc., Toronto, ON 2009 - 2011 • Developed and managed a YouTube channel that generated over 50,000 subscribers and over 30,000,000 views in a time span
of under 3 years • Monetized a video that others deemed impossible to monetize in order to generate over 100,000 views for the channel and
over $30,000 in additional revenue for the company EXTRACURRICULAR ACTIVITIES Corporate Relations Manager & Senior Analyst – Diversified, Queen’s Capital, Kingston, Ontario 2015 - Present • Manage a portfolio of North American equities consisting of ~$100,000 in collective AUM with a team of 25 other Queen’s
students • Maintain an equity coverage universe and perform fundamental analysis on TSX/S&P 500 listed Energy & Utilities securities • Actively follow the financial markets, create sector updates and make investment recommendations • Raised capital by preparing and pitching slide decks to investors in order to increase AUM • Leverage resources and connections to acquire corporate advisory board members to provide valuable industry insight and
information Competitor, Queen’s Commerce Trading Competition, Kingston, ON 2014 - 2015 • Provided free consultation sessions to prospective local businesses to increase brand • Worked with a team to design, develop, and implement web interfaces using Adobe Dreamweaver, establishing a strong online
presence for businesses with no prior online • Conceptualized and created branding materials for clients using Adobe Photoshop, InDesign, and Illustrator, and gained
valuable clientele management experience
ADDITIONAL INFROMATION • President – DECA; Responsible for growing my chapter’s membership from 70 – 120 students. • Competed in ICDC International Competition, placed top 20 in the world for International Business Plan • Proficient in Microsoft Excel, Word, PowerPoint, Thompson One, Bloomberg • Interests and Activities: Toronto Blue Jays, Traveling, Reading
