JOHN DOE

Address: New York, NY 10024 • Phone: • Email: @lehman.com

EXPERIENCE
LEHMAN BROTHERS New York, NY
Global Leveraged Finance, Financial Analyst May 06 - Present
Focus on the origination, structuring, and execution of high yield and leveraged loan financings for leveraged buyouts,
acquisitions, corporate financings, and dividend recapitalizations
• Create integrated financial models to analyze multiple operational scenarios and capital structure alternatives on the pro
forma credit profile of target companies to contemplate leveraged buyouts and other financial transactions
• Conduct detailed business and financial due diligence, prepare analysis for covenant negotiations, and collaborate with
clients and lenders to facilitate bank loan syndications
• Analyze comparable high yield and leveraged loan issuances, covenant structures, and precedent transactions to assist
senior bankers in generating optimal financing structures
Proprietary Trading Desk, Technology Group Analyst July 04 - May 06
Member of a four person team that managed a fundamental long/short hedge fund focused on the technology sector
• Company Due Diligence: Performed detailed analysis of the product portfolios, technology roadmaps, competitive
positioning, and market share dynamics of investment prospects. Built and managed financial operating models to test
forward looking revenue, operating income, and cash flow sensitivities to a variety of business and market scenarios
− Achieved stellar year-end performance reviews at the top of analyst class and obtained associate promotion offer
− Communicated one-on-one with over 50 senior corporate management teams to better understand operating strategies,
financial goals, market trends, and execution risk
• Investment Idea Generation: Analyzed industry trends within the technology sector to detect inflection points in demand
and disruptive technologies that lead to rapid changes in stock prices. Attended industry and company conferences to
build contacts and gain insight into buying trends
− Initiated, developed, and owned multiple trade ideas that were executed and produced meaningful returns for the
portfolio
− Leveraged knowledge of technology interdependencies and supply chains to find 2nd and 3rd derivative stock plays
based on existing trends resulting in profitable trades for the group
− Developed a solid understanding of the technology sector including networking, telecom, and hardware equipment
and analog, digital, and discrete semiconductors
Fixed Income Strategic Client Services (SCS) Sales Desk, Summer Analyst Summer 2003
Collaborated with the SCS team to increase Lehman Brothers’ futures execution and clearing market share
• Composed futures execution and clearing services RFP for CalSTRS ($10 million a year opportunity)
• Created interactive demo for SmartClear (Lehman Brothers’ proprietary futures clearing system)
INTEL CORPORATION Chandler, AZ
Corporate Finance, Summer Analyst Summer 2002
Spearheaded project to develop a responsive, reliable, and cost effective supply chain for R&D Laboratory
• Drove $1.17 million in cost savings through modified supply chain
• Analyzed consumption data and cost of capital to determine optimal inventory levels and ROI
• Discovered and qualified additional suppliers previously unknown to Intel resulting in $2.3 million in future annual cost
savings
EDUCATION
BRIGHAM YOUNG UNIVERSITY Provo, UT
Bachelor of Science in Accounting; Minor – Economics; Cumulative GPA: 3.98 April 2004
• Winner of 2004 Outstanding Undergraduate Accounting Student Award (Valedictorian of the 3rd ranked accounting
program in the nation); Passed Level I of CFA Exam June 2004
• Full University Academic Scholarship; President of Investment Banking Club
OTHER
SERVICE Volunteer Representative of the Church of Jesus Christ of Latter Day Saints in Honduras & Belize from
August of 1999 to August of 2001. Fluent Spanish Speaker. Supervised the work of over 110
representatives. Coordinated and led service teams in such efforts as the clean up after Hurricane Keith in
October 2000
PERSONAL Love to travel; have been to Thailand, Hong Kong, and Belize. Avid college football fan. Eagle Scout
recipient. Appeared in music video for the band “Refreshments” that aired on MTV