Andrew Aziz
Verified Expert in Management Consulting
Management Consulting Expert
Great Neck, NY, United States
Toptal member since June 15, 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, Andrew leverages his expertise in strategy, financial modeling, valuation, and capital raising to help companies of all sizes accomplish their goals.
Career Highlights
Education Highlights
Case Studies
Public Market Equity Financial Model
Merger Arbitrage Investment Memorandum
Industry Expertise
- Business Services
- Finance
- Retail
- Financial Modeling
- Capital Markets
- Trading
- Consumer Products
Other Expertise
- Biotechnology
- Credit Analysis
- Equity Research
- Financial Modeling
- Valuation
Work Experience
Investment Professional
Family Office
- Researched, analyzed, and recommended equity investments in public and private companies within healthcare, technology, and consumer sectors.
- Underwritten new equity issuance through initial public offerings (IPO) and follow-on offerings (FO). Advised 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 investor and industry conferences. Conversations included articulating the market's view on the company's shares.
Corporate Finance and Research Consultant
Confidential
- Provided business and transaction-related financial modeling, valuations, market/industry research, debt and equity capital raising, M&A 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.
Senior Investment Analyst
Hedge Fund
- Researched and analyzed securities across the capital structure for investment using a process that considers bottom-up fundamental analysis, re-valuation catalysts, capital structure review, actors assessment, and external influences.
- Spearheaded a shareholder activist campaign targeting a $450+ million specialty finance company trading at a discount to the net asset value. The effort was part of an initiative I led to raise AUM by generating co-investment opportunities.
- Significantly contributed to portfolio returns through investment recommendations, including shorting the shares of a $30+ billion (market capitalization) grocer. Realized an around 20%+ return.
Portfolio Management | Workout Group Senior Analyst
Private Debt Fund/BDC
- Made buy, sell, and hold recommendations on $150+ million of broadly syndicated leveraged loans and middle-market club deals to private equity-backed companies.
- Re-underwrote and recommended buying the term loan of a private equity-backed dental practice management company in the process of restructuring. The company was ultimately sold and the loan was repaid in full (initially trading at around 70%).
- Provided portfolio management coverage of approximately 30 credits.
High-yield Credit Research Analyst
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%.
Corporate Finance Group Associate Analyst
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.
Education
Bachelor's Degree in Finance
Stern School of Business at New York University - New York, NY
Bachelor's Degree in Business Administration
The City University of New York, Baruch College - New York, NY
Skills
Finance
Balance Sheet Calculation, Credit Analysis, Three-statement Modeling, Forecasting, Financial Modeling, Capital Structure Analysis, Equity Research, DCF Valuation, Valuation, Valuation Multiples, Capital Structuring, Valuation Modeling, Private Equity, Private Credit, Comparable Company Analysis, Fundraising, Mergers & Acquisitions (M&A), Capital Budgeting, Capital Raising, Financial Planning & Analysis (FP&A), Market Research, Asset Valuation, Valuation Analysis, Investment Thesis, Credit Investing, Investment Return Scenario Analysis, Investment Portfolio Management, Leveraged Buyout Modeling, Bank Debt Raises, Senior Secured Debt, Investment Memoranda, Investment Briefs, Investment Summaries, Investment Monitoring, Ratio Analysis, Cash Flow Forecasting, Stock Trading, Debt Raises, Financial Benchmarking, Credit Risk, Pro Forma Financial Statements, Budgeting, Corporate Finance, Financial Restructuring, Growth Equity, Price Analysis
Output Software
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, Microsoft OneNote
Industry Expertise
Capital Markets, Banking & Finance, Consumer Products, Retail & Wholesale, Energy, Technology, Oil & Gas, Real Estate
Data & Analysis Software
Bloomberg, FactSet, Capital IQ
Geographic Expertise
United States
Other
Pitch Books, DCF Modeling, Stock Analysis, Secondary Research, Pitch Decks, Equity Investment, Bottom-up Analysis, Debt Financing, Hedge Funds, Microsoft 365, Transaction Comparables, eCommerce, Company Research, Capital Advisory, Biotechnology, Waterfall Modeling, Analysis of Variance (ANOVA), Financial Forecasting, Investing, Initial Public Offerings, Equities, Arbitrage, Trading, Writing & Editing, Investment Ideas, Leveraged Buyout (LBO), Bonds, Presentations, Distressed/Special Situations, Bankruptcy & Insolvency, Bloomberg Terminal
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