Sam Morris

Performed cash flow modelling on prospective client targets to quantify credit risk and establish whether target met financing criteria. Subsequently calculated Risk-Adjusted Return on Equity to determine interest rate margins and pricing on potential loans. Communicated findings to internal stakeholders to enable an assessment of deal appetite Conducted commercial and financial due diligence which involved identifying sector and sub-sector performance, financial statement analysis, and company-specific research comprising management background and long-term company strategy

Gained insight into a UK mid-market Private Equity fund with an introduction into deal sourcing, financial modelling, valuation methodologies, and operational improvement processes. Accompanied a Managing Director on a marketing trip to Bristol, to meet with financial advisors and corporate lawyers to discuss potential acquisition targets. Performed pricing analysis at one of the Fund's portfolio companies and recommended alterations in product pricing, where applicable, to maximise revenue.

Core Modules: Advanced Corporate Finance, Financial Accounting, Investments and Portfolio Management, Mergers and Acquisitions, Real Estate Investments, Structured Credit and Equity Products. Applied Project: "A Critique of Modern Investment Theory".

Core Modules: Corporate Finance, Financial Mathematics 2 and 3, International Business Finance, Project in Mathematics, Stochastic Financial Modelling, Time Series. Final Year Project in Mathematics: "Portfolio Risk: Measures, Optimal Portfolios, and Dependence Modelling".

Core Modules: Behavioural Economics, Econometrics, Financial Economic Analysis, Financial Institutions, International Finance, Macroeconomics, Microeconomics, Risk and Information. Graduated with First Class Honours in every Honours module, achieving an average grade above 75 per cent.