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Aki Hartley-Yoshida
503.679.4391• [email protected]
EDUCATION
Claremont McKenna College, Claremont, CA
May 2015
Bachelor of Arts in Economics
Master’s Program in Finance (four-year accelerated BA/MA Program)
 Relevant Coursework: Development Economics, Corporate Finance, Investments, Financial Statements Analysis,
Entrepreneurial Finance and Venture Capital, Econometrics, Mergers & Acquisitions, Advanced Corporate Finance
 Awards: Robert Day Scholar
 Research: Harnessing the Power of Grameen’s Student Internship Program (Publication in process)
WORK EXPERIENCE
Aspen Grove Capital LLC, Avon, CO
Summer 2014
Summer Analyst
 Valued a private outdoor apparel company with $6.8 million in sales for a potential acquisition
o Created the pro forma income statement, balance sheet, and made working capital adjustments
o Collaborated with the Associate on populating Indication of Interest model
o Worked with a Seattle-based boutique investment bank on the acquisition
 Used acquisition comparables, precedent transactions, and discounted cash flow analyses for valuation purposes
 Aided in due diligence process by creating financial models and compiling equity and industry reports
 Performed industry and competitive research on private and fund investment opportunities
Lowe Institute of Political Economy, Claremont, CA
September 2013-Present
Research Assistant
 Examined different micro-savings rates among patrilineal and matrilineal societies and used STATA to run regressions on
data to find statistically significant relationships between culture and the rate of savings in micro-savings programs
Grameen Capital Management, Dhaka, Bangladesh
Summer 2013
Intern
 Conducted fundamental analysis using annual reports and stock exchange information on 13 companies in the
pharmaceutical, energy, and engineering industries
 Reconciled financial information cross-referencing the national stock exchange data with physical annual reports acquired
from head offices around Dhaka
 Created a financial report that lead the firm to increase their holdings in three recommended companies
Grameen Bank, Dhaka, Bangladesh
Summer 2013
Senior Intern
 Visited villages in rural Bangladesh to examine and collect data on the individual and community impacts of microfinance
on the impoverished; reported findings to management
 Assisted the International Program Department with revising their internship program and presented recommendations at
the Kravis-de Roulet Leadership Symposium and the PACIBER 2014 Annual Meeting
 Served as a liaison between the Managing Director of the Grameen Trust and the Kravis Leadership Institute in order to
facilitate a speaking engagement at Claremont McKenna College
Pro Capital Ltd, London, UK
Summer Analyst
 Created dispatches for potential clients in private equity and hedge funds, resulting in five new clients
 Conducted market research on alternative investment funds using email, Internet, and fund databases
 Maintained private equity and hedge fund database, used principally by the MD for client development
ACTIVITIES
 International Honor Society Phi Theta Kappa
 Catalina Island Conservancy, Volunteer
SKILLS and INTERESTS
 Technology: STATA, MS Word, Excel, and PowerPoint
 Trading: Personal trading activity via Optionshouse account
 Language: French (Intermediate), Japanese (Intermediate)
 Interests: Fly fishing, skiing, and Bitcoin
Summer 2012
August 2012-Present
November 2010