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

  • Energy, Utilities & Waste
  • Electricity, Oil & Gas
  • Banking
  • Real Estate
  • Retail
  • eCommerce
  • Financial Modeling
  • Capital Markets

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: Growth Equity, Equities, Initial Public Offerings, Financial Modeling, Investing
  • 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 Restructuring, Capital Structuring, Mergers & Acquisitions (M&A), Capital Raising, Market Research, Corporate Finance, Valuation, Financial Planning & Analysis (FP&A), Budgeting, Financial Modeling
  • 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: Investment Portfolio Management, Investment Return Scenario Analysis, Fundraising, Mergers & Acquisitions (M&A), Credit Investing, Investment Thesis, Capital Structure Analysis, Valuation Analysis, Three-statement Modeling, Equity Research
  • 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: Investment Monitoring, Investment Summaries, Investment Briefs, Investment Memoranda, Senior Secured Debt, Bank Debt Raises, Analysis of Variance (ANOVA), Leveraged Buyout Modeling
  • 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: Capital Markets, Debt Raises, Stock Trading, Financial Forecasting, Three-statement Modeling, Cash Flow Forecasting, Comparable Company Analysis, Ratio Analysis, Financial Modeling
  • 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: Pro Forma Financial Statements, Credit Analysis, Credit Risk, Financial Benchmarking, Ratio Analysis, Financial Modeling


  • 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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