Alex Levine

Perform financial analysis in a student–led value–based investment fund managing a $600,000 large cap equity portfolio on behalf of the James Madison University Foundation’s Endowment Fund.

Completed a rigorous eight–week internship consisting of training in fundamental analysis, financial literacy, and value investing, culminating in a successful investment presentation for NASDAQ:FANG.

Serve as a Consultant in a student-led pro-bono consulting organization focused on delivering consulting services to businesses and nonprofits.

Selected for a competitive, semester-long 'Analyst Program', a consulting education program with a sub-30% acceptance rate, hosted in partnership with Ernst & Young.

Prepared comprehensive M&A and industry research reports, directly supporting Managing Directors and industry executives in making informed decisions for the firm’s sell-side and buy-side middle-market advisory services. Evaluated company performance by rigorously examining quarterly reports and financial statements, and then updating, organizing, and formatting the firm’s financial spreadsheets and models to advance live M&A transactions.