Zachary Elfman

Zachary Elfman

Vigo, Spain
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Zachary Elfman

Zachary Elfman

Vigo, Spain
Member since January 1, 2017
An American resident of Spain, after completing a master's from the LSE, Zachary continued in London first as an analyst for a PE fund and later switched to a global value hedge fund. He is an expert in financial modeling, analysis, and valuation with a decidedly global outlook. He loves freelance work because it allows him to continue engaging at a high level in the financial sphere while allowing time to pursue his other passion of winemaking.
Zachary is now available for hire
Career Highlights
Academic Highlights
Portfolio
Industry Expertise
  • Financial Services
Software Expertise
  • Bloomberg
  • Microsoft Excel
Other Expertise
  • Equity Investment
  • Equity Research
  • Finance
  • Financial Modeling
  • Valuation
Employment
  • Consultant
    Siren Group AG (via Toptal)
    2017 - 2017
    • Helped determine pricing of leads by analyzing profitability of insurance companies.
    • Built a simple financial model to clarify analysis.
    • Conducted market research to determine market norms.
    • Examined insurers in different countries with varying reporting standards.
    Focus areas: Financial Modeling, Pricing Analysis
  • Buy-Side Advisor
    Independent Consultant
    2014 - 2015
    • Advised a high net-worth individual on the $6M financing of a startup parking platform/app in a Series A funding round.
    • Modeled the company's finances and provided valuation to frame investment round.
    • Directly negotiated terms with founder/CEO to advance round and protect client interests.
    • Revised terms and legal documents.
    Focus areas: Financial Modeling, Venture Funding
  • Investment Analyst
    Noster Capital
    2010 - 2014
    • Analyzed publicly-listed equities for potential investment by $100M fund. Investments ranged between $3M to $15M and were long-term in outlook.
    • Built highly detailed financial models, developed investment theses, and wrote comprehensive company reports. Focused on Finance, Energy, Telecoms, Retail, Tech, and Manufacturing sectors.
    • Originated investment ideas and discussed potential investments with investment team. Conducted company-specific as well as macro research. Interacted regularly with sell-side to gain perspective on specific stocks and macro environment.
    • Monitored up to 7 portfolio companies at any given time, resizing or exiting positions when necessary. We ran with a very concentrated portfolio of 10-15 holdings so we only traded a few times per week.
    • Ensured the ongoing communication with the company management teams, at times providing the perspective of long-term shareholders.
    Focus areas: Financial Modeling, Equity Research, Valuation, Revenue & Expense Projections
  • Financial Analyst
    ARCIS Capital
    2008 - 2010
    • Built complex financial models of both companies and entire portfolios to be potentially acquired by the $1B fund. Investments ranged from $5M to $100M, venture to mature.
    • Screened or analyzed approximately 8 pitches (looking for investment) per month. Met management teams of target companies and conducted thorough due diligence. Industries included Telecoms, Tech, Manufacturing, Business Services and Retail.
    • Structured and closed a total of 7 transactions, liaising with M&A bankers and lawyers. Negotiated and set incentives for management teams to properly align interests.
    • Monitored existing portfolio companies, remaining in regular contact with management teams. We participated in 3 follow-on investments during the difficult economic environment of 2009.
    • Engaged other private equity funds for co-investment when club deals were called for.
    • Pitched potential investors of the fund during the pre-marketing phase of the fundraising cycle.
    Focus areas: Financial Modeling, Valuation, Mergers & Acquisitions, Revenue & Expense Projections
  • Summer Analyst
    Emerging Market Economics
    2007 - 2007
    • Compiled a report regarding transparency of revenues in the oil & gas industry on a country by country basis. Published by Transparency International.
    • Evaluated quantitatively and qualitatively all of the countries of the world for investment risk to provide comprehensive database used by private companies and organizations.
    Focus areas: Data Analysis
Education
  • Master's degree in Economic History
    London School of Economics and Political Science - London, UK
    2006 - 2007
  • Bachelor's degree in Economics & Philosophy
    University of Southern California - Los Angeles, CA, USA
    2002 - 2005
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