Caress

Investment Banking Analyst @ CSG Partners | Passed all 3 levels of the CFA Program | Employee Ownership Advocate @ CSG Partners | ESOP Advisors

About

As a recent graduate from Northeastern University with a desire to succeed in investment banking, I am eager to continue learning and improving my skills. My experience working as an Analyst at Piper Sandler and CSG Partners has given me valuable insight into the industry, and as a result, I have developed a comprehensive understanding of the various components that contribute to a group’s success. I am a quick learner who can understand complex concepts by breaking them down into more manageable pieces. This has helped me become a valuable asset to my teams, as I am able to effectively communicate information through three-statement Financial models and PowerPoint presentations (CIMs and pitch decks).I am highly detail-oriented, which allows me to approach problems with a clear and methodical mindset. In my roles at CSG Partners, Piper Sandler, MFS Investment Management, and Douglas Elliman, I quickly adapted to the fast-paced environments and developed strong interpersonal communication skills. As I continue to develop my skills and knowledge, I am eager to take on new challenges and opportunities that will help me to grow both personally and professionally.

Country

United States

City

New York City Metropolitan Area

Industry

Investment Banking

Skill

Financial Modeling, S&P Capital IQ, ESOP Investment Banking, Public Finance, DBC Finance, Bloomberg Terminal, Behavioral Interview Prep, Business Consulting, Case Interviewing, Presentation Skills, Problem Solving, Communication, Attention to Detail, Sales Genie, salesgenie, Customer Relationship Management (CRM), Cold Calling, Strategic Communications, Public Speaking, Community Outreach

Experience

Investment Banking Analyst

CSG Partners | ESOP Advisors

2025-6 - Present · 1 yr 4 mos

New York City Metropolitan Area

Leveraged ESOP Investment Banking

Investment Banking Analyst Co-op

CSG Partners | ESOP Advisors

2024-7 - 2024-12 · 6 mos

New York City Metropolitan Area

Leveraged ESOP Investment Banking

Investment Banking Analyst Co-op

Piper Sandler

2023-7 - 2023-12 · 6 mos

El Segundo, California, United States

Sector: Public Finance • Worked directly with senior bankers on transaction activities including deal sourcing, bond pricing, closing, and post sale summary. • Experience includes; general obligation bonds, lease revenue bonds / COPS, and special tax districts. • Orchestrated bond sizing analysis utilizing DBC Finance, Bloomberg, Refinitiv TM3, and SDC/Thomson Reuters to develop bond maturity structures based on client revenue forecasts / tax constraints. • Prepared weekly client market update reports summarizing taxable (UST) and tax-exempt (MMD) interest rate changes, credit spreads, visible municipal bond supply, mutual fund flows, and recent comparable transactions utilizing the Bloomberg terminal. • Developed presentations for future financing proposals and new business development with various local city/county government officials. • Responded to requests for proposals, structure legal documents, produce internal deal summaries, and prepare credit rating presentations. • Interacted with groups across the firm to facilitate the completion of municipal banking transactions.

Compliance Education Co-op

MFS Investment Management

2022-7 - 2022-12 · 6 mos

Boston, Massachusetts, United States

• Analyzed, researched, and monitored equity securities to determine and ensure employee compliance with regulators • Collaborated with subject matter experts in investment compliance, anti-money laundering, and data privacy to improve MFS regulatory training modules by analyzing data and identifying trends • Supported the MFS Personal Investment Compliance and Compliance Education teams by maintaining accurate records

Sales Intern

Douglas Elliman Real Estate

2021-7 - 2021-9 · 3 mos

New York, United States

• Procured 50+ lease agreements – responsible for understanding timelines, prices, legal policies, and customer needs • Worked closely with Keyan Sanai, Douglas Elliman's #1 rental agent in NYC, to prepare and execute leasing sales and assist with 30+ property showings • Led recruitment efforts and interviewed 15+ candidates – hired and trained a full-time Sales Assistant *** The position was through Checks and Balances, but I was working on behalf of Keyan Sanai, a Douglas Elliman agent.

Political canvasser

Meridian Strategies

2020-1 - 2021-6 · 1 yr 6 mos

New York, United States

During January 2020 - March 2020 and May 2021 - June 2021, I Campaigned on behalf of Michael Bloomberg, Mariya Markh, and Elizabeth Crowley. Our team was responsible for communicating with local NYC residents to increase voter turnout and voter knowledge on behalf of our clients.

Research Intern

ProfitTrust

2019-7 - 2019-8 · 2 mos

Manhattan, new york

* This was an unpaid position • Analyzed data from CRM and identified target companies and sectors to focus marketing efforts. • Prepared excel reports targeting potential clients in telecom, freight, software, and utilities sectors. • Cold called new potential clients to create a relationship and gain new business.

Camp Counselor

East End Hospice

2017-7 - 2019-7 · 2 yrs 1 mo

Camp Good Grief

I worked for one week for three consecutive summers as a counselor for Camp Good Grief. I volunteered here because it is for children who have lost a loved one.