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Alexandra Pemberton

Investment Banking Associate

Alexandra Pemberton

alexandra.pemberton@email.com+1-212-555-8800New York, NYlinkedin.com/in/apemberton

Professional Summary

CFA charterholder and investment banking associate with 7 years of experience in M&A advisory and capital markets. Closed $4.2B in transactions across technology and healthcare sectors.

Work Experience

Investment Banking AssociateJul 2020 – Present
Goldman Sachs
  • •Advised on $1.8B acquisition of SaaS platform, managing due diligence across 12 workstreams
  • •Built detailed LBO models and DCF analyses supporting $2.4B in debt financing
  • •Managed relationships with C-suite executives at 8 Fortune 500 clients
Financial AnalystAug 2017 – Jun 2020
JP Morgan Chase
  • •Supported origination and execution of 14 equity offerings raising $3.1B in aggregate
  • •Developed sector-specific comparable company analyses across TMT and healthcare
  • •Created weekly market commentary distributed to 200+ institutional investors
Analyst, Financial AdvisorySep 2015 – Jul 2017
Deloitte
  • •Performed financial due diligence on 6 mid-market M&A transactions
  • •Constructed integrated three-statement financial models for valuation purposes

Education

M.B.A. in Finance
University of Pennsylvania — Wharton
Sep 2013 – May 2015

Skills

Financial Modelling:LBO, DCF, Merger Model, Accretion/Dilution, Comps
Tools:Bloomberg Terminal, Capital IQ, FactSet, Excel (VBA), PowerPoint
Domains:M&A Advisory, Equity Capital Markets, Debt Capital Markets, Private Equity

Certifications

CFA Charter2019
CFA Institute
Series 792017
FINRA
Series 632017
FINRA

Volunteer Work

Financial Literacy Mentor
Junior Achievement USA

Awards & Honors

Top Analyst Award · Dean's Award for Academic Excellence

Languages

English (Native) · Mandarin (Professional)

Interests

  • Squash
  • Macroeconomic Research
  • Philanthropic Investing

References

Available upon request.

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