michael iandoli

Student run organization with approx. $200,000 in assets for long-only equity holds. Responsible for preparing weekly sector reports detailing market conditions and actionable themes for the fund to assist in the allocation of various companies. Researched industry trends to assist in selection of prospective allocations. Learned valuation methods and created Discounted Cash Flow models to determine investment strategy.

Analyzed the aftermarket auto retail industry in order to determine which equity best fit the BBH investment philosophy. Performed due diligence and equity research in which I incorporated in my investment thesis. Acted as lead project manager to migrate intermediary and institutional clients between CRM platforms used by the business development team. In turn, aided the team in generating new clients and maintaining current relationships using an enhanced communication and archiving platform. Examined UK plan sponsors by determining their total AUM by city. Channeled plan sponsors into UK regions in order to maximize sales efforts and focus overall strategy. Priced institutional investment strategies for world class consultants using similar pricing mechanisms used in our other financial products.

Analyzed specific stocks while staying up to date with current company news and macro-economic trends. Researched potential high-net-worth clients and established communication between our firm and those individuals. Screened potential clients in order to assure a strong fit between Laidlaw and those individuals. Participated in conferences with emerging companies in order to assist in raising capital. Evaluated daily research reports and relayed relevant information to the senior brokers.

Management Consultant at Accenture