Eric Sevillia

Model Income Statements for target companies; evaluate EBITDA, operating margins, and expenses adjustments for accuracy. Work closely with senior analysts and vice presidents in identifying potential investments. Analyze business models, competitive positioning, and strategic fit of potential investments. Responsible for creating one-page summaries after reviewing offering memorandums and financial statements. Involve in the firm’s deal sourcing, company, industry analysis, and acquisition due-diligence.

Responsible for creating equity analysis, blended portfolios, and benchmarks using a diverse set of managers and indices considering sector breakout, portfolio composition and statistics, stock concentration, and benchmark analysis. Worked closely with brokers and associates nationwide preparing asset allocation proposals and manager implementations using three, five, and seven years risk and return comparisons. Responsible for creating templates and macro models for equity and mutual funds analysis.

Responsible for creating models comparing annual returns, cumulative returns, standard deviations, and downside. Presented reports, specified best investment options, and obtained over two million dollars for the funds. Accountable for creating hypothetic portfolios proposals using GPC Management Workstation with ten year trailing, customizing allocation, fees, mode of rebalancing, and benchmark comparison. Received over $800,000 in funding. Researched asset management firms.

Founder - Global Business Alliance Member - Entrepreneurial Exchange Club Member - Finance Club Member - Management Club Volunteer - Outreach Community Service