KARTIK DAS
https://www.linkedin.com/in/kartikdas (909) 667-9218 [email protected]
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EDUCATION
Claremont McKenna College, Claremont, California
May 2015
Bachelor of Arts in Economics and Applied Mathematics (double)
Master’s Program in Finance (accelerated and concurrent with bachelor’s degree)
• GPA: 3.6/4.0
• Awards: Robert A. Day Scholar (merit scholarship), AP Scholar with Distinction, AP International Diploma
• Relevant Coursework: Complex Analysis, Corporate Finance, Econometrics, Financial Statement Analysis, Investment
Management, Mathematics of Finance, Monte Carlo Methods, Multivariable Calculus, Statistical Inference
• Activities: Club Tennis Athlete, CMC Board of Trustees Academic Affairs and Research Committee Student
Representative, Dorm President, Uncommon Good Mentor
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WORK EXPERIENCE
Lazard Fréres & Co., Los Angeles, California
May 2014 - July 2014
Mergers & Acquisitions Summer Analyst – Investment Banking Division
• Performed financial and industry analysis for companies in the consumer retail and aerospace & defense industries
• Aided supervisors in providing strategic advice to corporate clients relating to acquisitions
Selected Transaction Experience:
• Assisted with presentation to board of directors of a home furnishings and decor retailer on potential sale
o Conducted capital distribution peer-benchmarking of specialty retailers to discover Company’s payout strength
o Assessed transaction timing, corporate preparedness, and pros and cons of going private
o Analyzed Company’s omni-channel growth strategy, capital structure, valuation, and operating performance
• Advised aerospace & defense company on potential spin off of aerostructures division
o Considered acquisitions, options, convertible securities, and adjusted income statements and balance sheets to
hand spread 18 comparable companies and analyze growth, margins, and multiples
Citigroup, Singapore
May 2013 - July 2013
Generalist Summer Intern – Investment Banking Division
• Performed sum-of-the-parts analysis for buy-side pitch of a private chemical company operating in the synthetic rubber,
styrenics, engineered polymers, and SB latex segments by projecting available historic EBITDA to current
• Analyzed margin expansion of comparables for each segment and researched markets to support the financial trends
• Screened 29 precedent transactions in Thailand, verified prices, examined deals at discounts for premium paid analysis
• Studied different REIT structures and built an operating model, forecasting DPU yields, and financial statements
Standard Chartered Bank, Singapore
May 2012 - July 2012
Investors & Intermediaries Intern – Transaction Banking Sales
• Analyzed AXA Life Insurance and Tokio Marine Holdings to find potential clients and target services
• Completed Request For Proposals for insurance companies, broker dealers, and pension funds
• Pitched Standard Chartered’s cash management and security services to commercial banks
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LEADERSHIP EXPERIENCE
Student Investment Fund, Claremont McKenna College
September 2012 - Present
Managing Director – Consumer, Food, and Retail Group
• Supervise group of five analysts for highly selective student-run fund managing $500,000 of the College’s endowment
• Conduct research and financial analysis to pitch investment ideas to the 43-member fund
• Led the Standard Parking Corp. pitch team; 85% of fund approved proposal to invest $5,000 (unrealized gain of 20%)
• Proposed the fund’s first ever short play, to short sell GameStop, the share price subsequently fell 16%
SOURCE Nonprofit Consulting, Claremont McKenna College
September 2011 - Present
Lead Team Consultant – David & Margaret Youth and Family Services
• Created a qualitative evaluation and database for the Learning Enhancement Center to measure retention rate
• Used regression analysis on students’ standardized test scores and attendance to assess and validate their program
• Presented to Chief Program Officer for the implementation of the highly reliable Wechsler Intelligence Scale
• Promoted Center by hosting Parent Support Sessions and providing Good Practices, Legal, Teacher resource guides
Board of Trustees Committee, Claremont McKenna College
September 2012 - May 2014
Student Representative – Student Affairs Committee
• Appointed to represent Class of 2015 on 32-member committee comprised of trustees, faculty, parents, administrators
• Gathered feedback from students and presented opinion on topics such as admissions, career services, student life
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SKILLS
• Technical: Bloomberg, FactSet, Java, Microsoft Office, R Language, Thompson One, Training The Street
• Language: Spanish (intermediate), Hindi (fluent, oral)
• Interests: Education Focused Startups, Golf (handicap: 17), Travel