James Brennan

James Brennan

Investment Banking Analyst

Los Angeles, CA
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Summary

Current Investment Banking Analyst with a boutique group in West Los Angeles. Experienced working within the Consumer Product, Technology, Healthcare, and Cannabis industry for M&A and Capital Raising. Build DCF and CCA financial models for client company's following an investor presentation and teaser that is presented to potential investors. I work directly with client company executives and board members and manage the daily operations and administration work related to my firm. Previous experience in Investor Relations with regional banks and global REITs and as a Real Estate construction and renovation lending.

Experience

2019 Dec - Present
Investment Banking Analyst
Black Legend Capital / Los Angeles, CA
  • Build DCF and CCA financial models for client companies
  • Create investor presentations and teaser to be sent to interested investors on behalf of client company
  • Work directly with client company executives and board members in exchange of information for our package of work and to discuss funding options
  • Source deals through phone calls and emails
  • Manage all operational and administrative work for the Managing Directors
  • Manage and review the work completed by the part-time, student analyst teams
2019 Jun - 2019 Dec
Associate
Financial Profiles / Los Angeles, CA

Worked directly with client company executives to manage, edit, and release any press releases or earnings releases. On a quarterly basis, I scheduled and prepared any earnings release press conferences. I conducted industry research for best practices to relay to our client companies. I recorded and followed client company equity analyst reports to stay up to date on the client company's analysis from the investors. Created and updated client company investor presentations that are posted to their website on a quarterly basis. Reviewed whole earnings transcripts for client companies.

2019 Jan - 2019 Jun
Operations Manager
Jolt Gear / Los Angeles, CA

I managed and analyze all of our online products. I provided the owners with bi-monthly analyst reports on the company's position and financial well-being. I provided recommendations on ways to further improve or expand the business. I led and create new business ventures and ideas.

2018 Aug - 2019 Jun
Valuations Analyst
Anchor Loans / Calabasas, CA

I valued all real estate investment deals that come through Anchor. I provided an after-repair-value (ARV) and as-is-value (AIV) and conduct a thorough analysis of the investment opportunity. I made known any information that proves the opportunity is unprofitable or fraudulent. I also provided feedback to the IT team in order to approve upon the in-house software that is used.

Education

2014 - 2018
Pepperdine University
Finance / Finance, Economics, Business Administration

My finance education was focused on the valuation of capital market financial assets. I began with basic financial and managerial accounting before moving on to financial management, which focused on the understanding of fixed income valuations and drilled IRR, MIRR, CAPM, NAV, etc. for further use in future classes. From there, I moved into international finance, options and derivatives, and money and banking. At the same time I was moving into the highest level economics classes that were avaliable.

Skills