mollie beal

Hand-selected by senior management for fast-track advancement through progressively responsible positions within $10 billion banking organization. Create and manage detailed and complex financial models integrating various hypothetical “what if” scenarios (e.g., potential loan acquisitions, changes in interest rates, market volatility, and general economic stress). Summarize results and present to management. Prepare analytical reports and presentations for distribution to the Board, executive management and various regulatory bodies. Work exclusively with CFO of bank on various ad-hoc projects at the direct request of senior management.

Work with underwriters to source new investment opportunities in the debt markets. Analyze financial statements, research and assess potential borrowers to determine profitable recommendations. Analyze a variety of complex structured transactions, including asset securitizations and margin finance. Analyze financial statements and investment banking activities. Actively participate with underwriter in assessment of lending opportunities, including direct loans, syndicated debt, bonds, and DIP financing. Perform due diligence by locating, reading, analyzing, summarizing and organizing publicly filed documents relating to potential investments. Operate as a conduit for information and deal flow that is discovered through research, then passed on to teammates. Creating analytical models for the analysis of potential investments.