jackson serio

investment banking analyst

About

Recently graduated from the Gabelli School of Business at Fordham University with a B.S. in Finance and Economics. Professional interests include business strategy, distressed/special situation investing, and foreign affairs. Contact: jserio043@gmail.com

Country

united states

City

new york

Industry

investment banking

Skill

research, social media, microsoft excel, microsoft office, bloomberg terminal, event planning, dcf valuation, javascript, html, factset, photoshop, leadership, jquery, css, microsoft word, capital iq, fixed income, credit analysis, finance, public speaking, customer service, investments, teamwork, etfs, high yield bonds, leveraged finance

Experience

global fixed income summer analyst

mackay shields llc

2016-6 - 2016-8 · 3 mos

* New York Life Corporate Internship Program * Only intern on MacKay Shields GFI Investment team (~$50 billion in AUM) * Attended meetings and worked on various projects focusing on: * ‍ ‍ ‍ ‍ ‍ ‍ * Credit analysis/investing: $1.6B Term Loan - Avast Software, $1.3B Term Loan - Gulf Oil * ‍ ‍ ‍ ‍ ‍ ‍ * High yield and investment grade bond trading * ‍ ‍ ‍ ‍ ‍ ‍ * Analyzing spreads and returns of fixed income benchmark indices * ‍ ‍ ‍ ‍ ‍ ‍ * ETF competitive environment, portfolio management, and portfolio ‍ * ‍ ‍ ‍ ‍ ‍ ‍ ‍ ‍ construction/optimization * ‍ ‍ ‍ ‍ ‍ ‍ * Energy sector research and analysis * Gained extensive experience using Bloomberg Terminal & Bloomberg Desktop API, Barclays Live, MS Excel, Powerpoint

investment banking summer analyst

goldman sachs

2017-6 - 2017-8 · 3 mos

Investment Grade Debt Capital Markets

franklin williams internship

council on foreign relations

2016-9 - 2016-10 · 2 mos

* Researched foreign policy and economic issues affecting CFR Corporate Member companies * Staffed CFR events and council meetings featuring visiting heads of state, high-level foreign diplomats, and Fortune 500 business executives * Produced news briefs on Corporate Membership companies using internal database and S&P CapIQ

investment banking analyst

goldman sachs

2018-7 - Present · 8 yrs 3 mos

Leveraged Finance Origination - Consumer Retail, Real Estate & Gaming

Education

woodstock academy

2010-1 - 2014-1 · 4 yrs 1 mo

Activities and Societies: Italian Honors Society, Family Related Effective Solutions for Humanity (FRESH), Woodstock Academy Model United Nations, Woodstock Academy Cross Country Team

fordham university

economics

2014-1 - 2018-1 · 4 yrs 1 mo

Honors Thesis Program, Finance major, Economics minor Activities and Societies: Management Society, Fordham Finance Society, Investment Banking Society at Fordham, Alternative Investments Club, AIC Newsletter, Academic Advising Assistant, The Concourse Group, FORMUNC, Fordham Initiative in Real Estate (FIRE), Finance Scholars, Student Managed Investment Fund (SMIF), Boyle Society