Financial Models Portfolio
Summary
A portfolio showcasing various financial models developed to demonstrate practical application of financial analysis and valuation techniques.
SAMUEL UCHE IYATA
Aspiring Investment Banking Professional
Lagos, NG.About
Highly analytical and results-driven professional with a First-Class B.Sc. in Public Administration, positioning for a career in investment banking. Demonstrated expertise in financial modeling, capital market research, and strategic analysis, coupled with significant leadership experience in student organizations. Eager to leverage a strong foundation in finance, data analysis, and stakeholder engagement to drive impactful financial strategies and contribute to dynamic teams.
Work
CardinalStone Partners Limited
|Investment Banking Intern
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Summary
Supported deal execution and capital raising initiatives within a boutique investment firm, leveraging extensive research and strategic thinking.
Highlights
Supported deal execution across diverse industries by sourcing data from Bloomberg and S&P Capital IQ, and compiling macro-economic and market research, demonstrating understanding of key drivers and risks.
Contributed to the detailed design of transaction and marketing documents, including RFPs, investment memoranda, and pitch decks, to aid teams' facilitation of capital raises and foster structural and strategic thinking.
KPMG Professional Services
|Facilities and Administrative Intern
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Summary
Contributed to operations by managing logistics, monitoring facilities, and ensuring compliance through detailed reporting.
Highlights
Contributed to operations by carrying out logistics, air ticketing, and observation of HSE risk for documentation and actionable mitigation.
Engaged in monitoring an external facility alongside associate staff and handled frequent reporting through PowerPoint presentations.
ARM Investment Managers
|Investment Research Intern
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Summary
Collaborated on competitive market strategy development and contributed to investment portfolio modeling, achieving significant intra-day gains.
Highlights
Collaborated with an 8-member team to develop and present a 5-year competitive market strategy that improved revenue 6x, showcasing adeptness in capital market research and retail brokerage.
Underwent technical training for job readiness and contributed to the creation of an investment portfolio model that aligns with investment policy and risk management strategies, curating a diversified investment allocation that gained 3% intra-day.
Volunteer
ValuQuest
|Equity Research Apprentice
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Summary
Participated in collective modeling and valuation of a TMT company, extending coverage to the pharmaceutical industry.
Highlights
Participated in a collective modeling and valuation of a TMT company, while also extending research coverage to the pharmaceutical industry.
Africa Economic Scholars Program
|Policy Research Apprentice
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Summary
Participated in an intensive 8-week policy research training, refining ability to create data-driven policy and drive stakeholder engagement.
Highlights
Scaled through a slim admission process with a 0.5% acceptance rate and participated in an intensive 8-week policy research training with diverse African citizens.
Finetuned ability to create policy that solves problems, analyzed policy with data, and utilized communication tools to drive stakeholder engagement through the end-to-end policy process.
Students' Finance Club, OAU
|Head of Administration
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Summary
Served as General Secretary for a 12-member team, overseeing administration and career development for 150+ analysts.
Highlights
Served as the General Secretary within a 12-member team, overseeing the administration and career development of 150+ analysts.
Handled communications management, archiving, and meetings management for the organization.
Students' Finance Club, OAU
|Investment Banking Analyst
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Summary
Boosted scores in commercial awareness, technical competence, and working people skills through engagement with a defined curriculum.
Highlights
Boosted scores in commercial awareness, technical competence, and working people skills through engagement with a defined curriculum.
Rendered presentations to 100+ analysts, participated in trivia sessions, and attended expert-led seminars.
Public Administration House of Parliament, OAU
|Deputy Speaker
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Summary
Motivated team building and ensured accountability from team members and executive officers, representing the constituency.
Highlights
Motivated team building and received accountability from team members and executive officers tasked with students' academic and campus wellbeing.
Represented the constituency and was reelected for another term, demonstrating adeptness in collaborative budget review and democracy.
Education
Obafemi Awolowo University
Ile-Ife, Osun, Nigeria
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B.Sc
Public Administration
Grade: 4.61/5.00 (First Class)
Awards
Nationwide 3rd overall best ATS II candidate
Awarded By
ATS II Examination Body
Recognized as the 3rd best candidate nationwide in the ATS II examination, demonstrating exceptional aptitude.
Languages
English
Certificates
Mastering DCF Valuation
Issued By
Udemy
Associate Chartered Accountant (Qualified)
Issued By
Institute of Chartered Accountants of Nigeria
Banking Accelerator Experience
Issued By
AmplifyME in Partnership with UBS
McKinsey Forward Program
Issued By
McKinsey & Company
Revroad Deal Sourcing Extern
Issued By
Extern
Analysing Growth Drivers & Business Risks
Issued By
Corporate Finance Institute®
Excel Fundamentals - Formulas for Finance
Issued By
Corporate Finance Institute®
Introduction to Capital Markets
Issued By
Corporate Finance Institute®
Introduction to Statistics by Stanford University
Issued By
Coursera
Associate Accounting Technician
Issued By
Accounting Technician Scheme, West Africa
Member, Nigerian Institute of Management
Issued By
Nigerian Institute of Management
Skills
Soft Skills
Communication, Strategic and analytical thinking, Flexibility and adaptability, Fast and continuous learning.
Corporate Finance Skills
Industry research, Financial modelling and Valuation, Bloomberg, S&P Cap IQ, PitchBook, MS PowerPoint, NVivo.
Interests
Interests and Hobbies
Mentoring, Reading, Brainstorming, Data analysis.