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JOSEPH WHARTON215-898-4383 ? jwharton@wharton.upenn.edu ? in/profilename EXECUTIVE SUMMARY An investment management professional with 10+ years of experience. Proven ability to impact business growth and maximize profits through accomplishments in well-developed financial research and quantitative analysis, modeling, project management, and new client development.EXPERIENCE MAYER CAPITAL, LLC Fairfield, CTManaging Director / Founder 2011-Present Founded equity hedge fund and acquired commitment from international manufacturing company for initial investment of $5mm, with planned expansion to $15mmAnalyze investments, create financial models, produce research reports and fundraising presentationsBARCLAYS GLOBAL INVESTORS NA San Francisco, CAVice President - Fixed Income 2009-2011Evaluated and recommended investment opportunities in the U.S. and China for a variety of industries, including containers and packagingManaged over $1.7bn in high yield, bank loan, and investment grade bond investments Performed due diligence and interview company management, analysts, and industry experts regarding sector outlook; lead bondholder negotiations with management regarding restructurings, exchanges and covenant modificationsPresented industry analysis and recommendations on individual securities to portfolio managers and analystsBLACKROCK New York, NYSenior Analyst 2007-2009Selected stock and conducted research for $575mm equities hedge fundAnalyzed companies and trends across a wide range of sectors, including industrials, financials, energy, consumer products, and health careManaged investment process including sourcing ideas, fundamental and macro analysis, financial modeling, due diligence, and monitoring investments Developed and maintained relationships with company management teams, industry contacts, advisers and sell side analystsSourced and evaluated private equity investments in financial, health care and energy sectorsWELLS FARGO Boston, MAFinance Analyst 2002-2005Prepared financial projection models, internal finance committee memoranda, rating agency and client presentations; served as main deal contact for lenders and institutional investorsClosed deal experience across high yield bonds and leveraged loans, acquisition financings, and share repurchasesEDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PAMaster of Business Administration; Major in Accounting and Finance 2011PRINCETON UNIVERSITY Princeton, NJBachelor of Arts in Economics, magna cum laude 2006ADDITIONAL INFORMATION Languages: Fluent in Mandarin ChineseCertifications: CFA Charterholder, CFA Institute ................
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