Andrew Aziz, Finance Expert in Great Neck, NY, United States
Andrew Aziz

Finance Expert in Great Neck, NY, United States

Member since January 10, 2017
Andrew has invested hundreds of millions of dollars in publicly traded companies while working at investment funds. Throughout his career, he's built a network that includes investment bankers, industry executives, investors, and technical talent. As a consultant, he leverages his expertise in strategy, financial modeling, valuation, and capital raising to help companies of all sizes accomplish their goals.
Andrew is now available for hire


Case studies

Industry Expertise

Other Expertise


  • Investment Professional

    2018 - PRESENT
    Family Office
    • Researched, analyzed, and recommended equity investments in public (and occasionally private) companies primarily within the healthcare sector (including biopharma) and to a lesser extent within the technology and consumer sectors.
    • Underwrote new equity issuance by way of initial public offerings (IPO) and follow-on offerings (FO); Provided advice to equity capital market bankers on the proper investment narrative/thesis and valuation.
    • Met with and engaged numerous company management teams every week at deal and non-deal roadshow meetings and at investor and industry conferences; conversations included articulating the risk-reward implied in their share price through the market’s lens.
    Focus areas: Investing, Financial Modeling, Initial Public Offerings, Equities, Growth Equity
  • Corporate Finance and Research Consultant

    2017 - PRESENT
    • Provided business and transaction-related financial modeling; valuations; market/industry research; debt and equity capital-raising; mergers, acquisitions, and divestitures support; financial restructuring; and security analysis as a corporate finance and capital market professional.
    • Created a financial projection model and investor presentation for a startup mobile application technology company for its early-stage fundraising round.
    • Advised and built a financial model and a competitor pricing database for a high-end jewelry manufacturer in its expansion into the eCommerce and direct-to-consumer space.
    • Carried out market research on a list of niche financing strategies for a family office to support the expansion of their fixed-income investment platform.
    • Built a spreadsheet-based template that unpacks and models the salient quantitative figures and qualitative data points in credit agreements and indentures for the leading bond and loan covenant research provider.
    Focus areas: Financial Modeling, Budgeting, Financial Planning & Analysis (FP&A), Valuation, Corporate Finance, Market Research, Capital Raising, Mergers & Acquisitions (M&A), Capital Structure, Financial Restructuring
  • Senior Investment Analyst

    2015 - 2017
    Hedge Fund
    • Researched and analyzed global event-driven/value-with-a-catalyst securities across the capital structure through the lens of a five-part methodology that considers bottom-up fundamental analysis, revaluation catalysts, capital structure review, actors assessment, and external influences.
    • Spearheaded a shareholder activist campaign targeting a $450+ million (enterprise value) business development company trading at a 35% discount to net asset value (NAV), netting an ~30% 1-year total return for a passive stake. The effort was part of an initiative I was leading to raise assets under management (AUM) by pitching activism and takeover co-investment opportunities to investors.
    • Significantly contributed to portfolio returns through investment recommendations, including shorting the shares of a $30+ billion (market capitalization) grocer; realized a ~20%+ return.
    Focus areas: Equity Research, Three Statement Operating Model, Valuation Analysis, Capital Structure Analysis, Investment Thesis, Credit Investing, Mergers & Acquisitions (M&A), Fundraising, Investment Return Scenario Analysis, Investment Portfolio Management
  • Portfolio Management/Workouts Group Senior Analyst

    2014 - 2015
    Private Debt Fund/BDC
    • Made buy/sell/hold recommendations on $150+ million of broadly syndicated leveraged loans and middle market club deals to private equity-backed companies.
    • Re-underwrote and recommended accumulating/buying the first lien term loan of a private equity-backed dental practice management company in the process of a workout/restructuring. One year later, the company was sold and the loan was repaid in full (was trading at around 70% of par at time of recommendation).
    Focus areas: Leveraged Buyout Model, Variance Analysis, Bank Debt Raises, Senior Secured Debt, Investment Memoranda, Investment Briefs, Investment Summaries, Investment Monitoring
  • High-yield Credit Research Analyst

    2013 - 2014
    J.P. Morgan
    • Supported the senior analyst in covering 40+ high-yield rated credits.
    • Published research reports for buy-side clients and advised institutional sales team and loan, bond, and CDS traders.
    • Pitched a short recommendation to the proprietary trading desk on senior notes of an oil and gas E&P company. Thesis: insufficient liquidity and inadequate asset value in a bankruptcy scenario—bonds traded down ~70%.
    Focus areas: Financial Modeling, Ratio Analysis, Comparable Company Analysis, Cash Flow Forecasting, Three Statement Operating Model, Financial Projections, Stock Trading, Debt Raises, Capital Markets
  • Corporate Finance Group Associate Analyst

    2011 - 2013
    Moody's Investors Services
    • Supported lead analysts in assigning and monitoring credit ratings for 25+, mostly speculative-grade, issuers with $20+ billion of public debt.
    • Completed analyses that underpinned long-term issuer ratings/corporate family ratings (CFR), speculative grade liquidity ratings (SGL), and loss given default (LGD) assessments.
    • Managed a debt covenants database that was used for covenant quality (CQ) scoring and covenant research for issuers under my coverage.
    Focus areas: Financial Modeling, Ratio Analysis, Financial Benchmarking, Credit Risk Analysis, Credit Analysis, Pro Forma Financial Statements


  • Bachelor's degree in Finance
    2009 - 2011
    Stern School of Business at New York University - New York, NY
  • Bachelor's degree in Business Administration
    2007 - 2009
    The City University of New York, Baruch College - New York, NY

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