埃德•辛普森, 金融 Expert in Kungsbacka, Sweden
Ed is 可用 租用
雇佣 Ed

埃德•辛普森

Verified Expert  in 金融

金融 Expert

位置
Kungsbacka, Sweden
Toptal Member Since
2020年6月16日

Ed是一位经验丰富的投资和技术领导者，具有团队建设能力, 项目, and analytical experience, working with investment managers, 银行, and B2B SaaS companies with revenues from $5 million to $100 million. His industry experience includes large corporations, SaaS tech companies, and 金融s in developed and emerging markets. As a finance and strategy expert with 20+ years of experience, Ed帮助客户解决复杂的问题，使他们的业务更上一层楼.

Credit AnalysisMarket 研究收入 & Expense ProjectionsFinancial ModelingFinancial Planning & 分析(FP&A)Financial WriterPitch Deck Consultant估值筹款Startup Funding固定收益Due Diligence ConsultantFinancial 预测筹款 ConsultantProject 金融

Career Highlights

Portfolio Manager | Investment Analyst
Bank of Montreal
Investment Analyst
Consilium Investment Management
Assistant Vice President
ABN Amro Bank, N.V.

教育 Highlights

工商管理硕士
Yale University
Bachelor's Degree
University of Florida

Certification Highlights

非洲金融共同体
非洲金融共同体协会
花旗银行 Credit Training
花旗银行

案例研究

Work Experience

General Manager

2021 - PRESENT
SaleSavant
  • 领导团队开发销售和营销智能的SaaS解决方案. 专注于产品开发、战略方向、QA和GTM工作. 解决方案侧重于联系和公司生成，刷新和定制请求.
  • 管理与10个客户的关系，以开发新的项目想法并引入新的产品功能.
  • Conducted multiple QA sprints to debug and correct platform modules. 维护Trello和Jira板的活跃漏洞和功能开发计划.
  • 起草了所有的网站文档，超过50页，基于用户的旅程和工作流程.
  • 代表SaleSavant与业主和其他主要利益相关者进行月度战略讨论.
Focus areas: 客户, Client Success, 项目, 沟通, 团队建设, Team Mentoring, Board 演讲, 董事会甲板, 球场上甲板, Pitch Deck Consultant, 创业公司, United States, Business 模型, Jira, 谷歌文档, Early-stage 创业公司, Startup Funding, Business Strategy

老板

2019 - PRESENT
Gothiabro
  • Built comprehensive 金融 models for new SaaS investments. 模型 included 3-statement 金融s, SaaS kpi, detailed operations, covenant testing, and stress testing of operating, 金融, 日期, and funding parameters.
  • 为科技行业的新私募股权项目撰写推介书. 模型和演示文稿已成功地用于实际的债务和股权筹集工作.
  • 为初创公司和规模扩大公司提供战略、融资和运营方面的建议.
重点领域:融资顾问，金融建模，融资，创业，收益 & Expense Projections, Business 模型, Three-statement Modeling, 模型, Financial Data, Financial Markets, Business Advisory, Early-stage 创业公司, Startup Funding, Business Strategy

Portfolio Manager | Investment Analyst

2011 - 2019
Bank of Montreal
  • 领导由六名投资专业人士组成的团队(位于迈阿密和伦敦)，管理着超过10亿美元的资产，涉及各种投资委托, including public mutual funds, separate accounts, and internal pension investments.
  • 在一级/二级高收益市场进行日常投资决策, shifting portfolio weighting as needed across various parameters, including sector/cash weightings, 评级, and market beta. Led weekly strategy calls with a global team.
  • 负责60多家电信公司的主要分析工作, 技术, 媒体, 汽车, 以及工业部门，管理着110亿美元的资产(2011年至2017年担任投资分析师).
  • Monitored investments by building detailed models, drafting write-ups, and following quarterly earnings; sourced new ideas from primary and secondary markets; and made recommendations across covered sectors in IG and HY markets.
Focus areas: 债券, 固定收益, 投资, Investment Funds, Financial Modeling, United States, 收入 & Expense Projections, Pro Forma Financial Statements, Business 模型, Three-statement Modeling, Financial Planning & 分析(FP&A), Financial Writer, 估值, 模型, Financial Data, Financial Markets, Fundamental Analysis, Scenario Analysis, Financial Analysis, DCF 估值, Information Memoranda, Business Strategy, 融资, 贷款

Investment Analyst

2009 - 2011
IslaPartners
  • 管理以加勒比海为重点的美国和国际股票的公共股票投资组合, outperforming the S&P 500 by 250 bps since inception.
  • Led the effort to explore private equity opportunities in Latin America.
  • 建立全面的财务模型，确定投资的回报潜力.
Focus areas: Equities, Investment Funds, United States, Pro Forma Financial Statements, Financial Planning & 分析(FP&A), Financial Writer, 模型, Spanish-English Translation, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, DCF 估值, Equity Investment, Information Memoranda

Investment Analyst

2007 - 2009
Consilium Investment Management
  • Identified investment opportunities in emerging market corporate bond markets; prepared internal credit presentations and risk-return analyses for investments; and communicated ideas in a written and oral format to other analysts and PMs.
  • 参与了超过3亿美元的投资行动，包括买入并持有和交易情况. 作为一名通才，在所有主要行业和新兴市场国家拥有丰富的经验.
  • Monitored a corporate bond portfolio and made recommendations. Duties included gathering data from companies, speaking with analysts, and conducting company site visits.
  • 创建全面的财务模型来分析潜在和现有的投资. 这些模型包括现金流预测、公司估值和不良复苏分析.
Focus areas: Investment Funds, 债券, 固定收益, 投资, United States, Three-statement Modeling, Financial Planning & 分析(FP&A), Financial Writer, 估值, 模型, Financial Data, Financial Markets, Fundamental Analysis, Scenario Analysis, Financial Analysis, South America, DCF 估值, Information Memoranda, Emerging Markets, Credit Analysis, 融资

Assistant Vice President

2006 - 2007
ABN Amro Bank, N.V.
  • 分析了一个2.5亿美元的特殊情况专用基金的潜在投资，该基金专注于不良债务. Identified new investments, created 金融 models, analyzed potential risks, and prepared credit proposals.
  • 构建投资意向性清单并创建包括收益率(NPV, IRR, P)在内的财务模型&L)基于公司和市场数据的参数和敏感性场景. 协调信贷，法律和资金要求，以满足截止日期.
  • Oversaw investments, 包括包含多层债务结构的控制投资, secondary bank loans, non-performing loans, 以资产和杠杆为基础，为陷入困境的公司提供救助融资.
Focus areas: Mutual Funds, 投资, Distressed/Special Situations, Distressed Assets, United States, Three-statement Modeling, Financial Planning & 分析(FP&A), Financial Writer, 估值, 模型, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, South America, DCF 估值, Equity Investment, Information Memoranda, Emerging Markets, Credit Analysis, 融资, 贷款

Senior 联系

2000 - 2004
KBC银行.V.
  • 对美国和拉美地区的交易进行尽职调查，并提交内部信贷申请, 石油和天然气, and infrastructure 项目 finance industries. 职责包括领导安排和承销以及代理授权.
  • 管理美国和拉丁美洲12个项目融资交易的信贷问题和年度审查. 起草放弃和修改文件的备忘录，并提交给信贷部门. Participated in weekly portfolio review meetings.
  • 通过对两家陷入困境的美国发电厂的财务分析和建模，提出了替代资本和贷款重组方案，其中KBC担任牵头安排人. Used DCF analysis for the power plant valuations.
  • 为3.2亿美元的牵头融资创建了一个财务模型，并提供了详细的方案, drafted the IM to sell the deal to a bank syndicate, drafted the application for internal approval, and represented the syndicate on legal amendments/waivers.
Focus areas: Syndication, 能源, 抵押贷款, Project 金融, United States, Three-statement Modeling, Financial Planning & 分析(FP&A), Financial Writer, Financial Data, Financial Markets, Fundamental Analysis, Financial Analysis, South America, DCF 估值, Information Memoranda, Emerging Markets, Credit Analysis, 融资, 贷款

联系

1999 - 2000
巴克莱银行
  • 为矿业和金属项目财务团队分析新交易, 为各种交易的牵头安排人角色起草内部信贷申请, and provided 金融 modeling support.
  • 协助在一项拉丁美洲项目融资交易中担任2.4亿美元牵头安排人的财务建模和起草国际基金组织和辛迪加简报.
  • 审计详细的业务和财务交易模式，作为非洲金矿牵头安排角色的一部分.
Focus areas: 投资, Metals & 矿业, Project 金融, United States, Three-statement Modeling, Financial Data, Financial Analysis, South America, DCF 估值, Emerging Markets, Credit Analysis, 融资, 贷款
1997 - 1999

工商管理硕士 in 金融 and International Strategy

Yale University - New Haven, CT, USA

1989 - 1993

Bachelor's Degree in 金融

University of Florida - Gainesville, FL, USA

JUNE 2008 - JANUARY 2020

非洲金融共同体

非洲金融共同体协会

MARCH 2002 - PRESENT

花旗银行 Credit Training

花旗银行

Collaboration That Works

How to Work with Toptal

在数小时内，而不是数周或数月，我们的网络将为您直接匹配全球行业专家.

1

Share your needs

在与Toptal领域专家的电话中讨论您的需求并细化您的范围.
2

Choose your talent

在24小时内获得专业匹配人才的简短列表，以进行审查，面试和选择.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

开始招聘