KARTIK DAS https://www.linkedin.com/in/kartikdas (909) 667-9218 KDas15@cmc.edu ______________________________________________________________________________________________ EDUCATION Claremont McKenna College, Claremont, California May 2015 Bachelor of Arts in Economics and Applied Mathematics (double) Master’s Program in Finance (accelerated and concurrent with bachelor’s degree) • GPA: 3.6/4.0 • Awards: Robert A. Day Scholar (merit scholarship), AP Scholar with Distinction, AP International Diploma • Relevant Coursework: Complex Analysis, Corporate Finance, Econometrics, Financial Statement Analysis, Investment Management, Mathematics of Finance, Monte Carlo Methods, Multivariable Calculus, Statistical Inference • Activities: Club Tennis Athlete, CMC Board of Trustees Academic Affairs and Research Committee Student Representative, Dorm President, Uncommon Good Mentor ______________________________________________________________________________________________ WORK EXPERIENCE Lazard Fréres & Co., Los Angeles, California May 2014 - July 2014 Mergers & Acquisitions Summer Analyst – Investment Banking Division • Performed financial and industry analysis for companies in the consumer retail and aerospace & defense industries • Aided supervisors in providing strategic advice to corporate clients relating to acquisitions Selected Transaction Experience: • Assisted with presentation to board of directors of a home furnishings and decor retailer on potential sale o Conducted capital distribution peer-benchmarking of specialty retailers to discover Company’s payout strength o Assessed transaction timing, corporate preparedness, and pros and cons of going private o Analyzed Company’s omni-channel growth strategy, capital structure, valuation, and operating performance • Advised aerospace & defense company on potential spin off of aerostructures division o Considered acquisitions, options, convertible securities, and adjusted income statements and balance sheets to hand spread 18 comparable companies and analyze growth, margins, and multiples Citigroup, Singapore May 2013 - July 2013 Generalist Summer Intern – Investment Banking Division • Performed sum-of-the-parts analysis for buy-side pitch of a private chemical company operating in the synthetic rubber, styrenics, engineered polymers, and SB latex segments by projecting available historic EBITDA to current • Analyzed margin expansion of comparables for each segment and researched markets to support the financial trends • Screened 29 precedent transactions in Thailand, verified prices, examined deals at discounts for premium paid analysis • Studied different REIT structures and built an operating model, forecasting DPU yields, and financial statements Standard Chartered Bank, Singapore May 2012 - July 2012 Investors & Intermediaries Intern – Transaction Banking Sales • Analyzed AXA Life Insurance and Tokio Marine Holdings to find potential clients and target services • Completed Request For Proposals for insurance companies, broker dealers, and pension funds • Pitched Standard Chartered’s cash management and security services to commercial banks ______________________________________________________________________________________________ LEADERSHIP EXPERIENCE Student Investment Fund, Claremont McKenna College September 2012 - Present Managing Director – Consumer, Food, and Retail Group • Supervise group of five analysts for highly selective student-run fund managing $500,000 of the College’s endowment • Conduct research and financial analysis to pitch investment ideas to the 43-member fund • Led the Standard Parking Corp. pitch team; 85% of fund approved proposal to invest $5,000 (unrealized gain of 20%) • Proposed the fund’s first ever short play, to short sell GameStop, the share price subsequently fell 16% SOURCE Nonprofit Consulting, Claremont McKenna College September 2011 - Present Lead Team Consultant – David & Margaret Youth and Family Services • Created a qualitative evaluation and database for the Learning Enhancement Center to measure retention rate • Used regression analysis on students’ standardized test scores and attendance to assess and validate their program • Presented to Chief Program Officer for the implementation of the highly reliable Wechsler Intelligence Scale • Promoted Center by hosting Parent Support Sessions and providing Good Practices, Legal, Teacher resource guides Board of Trustees Committee, Claremont McKenna College September 2012 - May 2014 Student Representative – Student Affairs Committee • Appointed to represent Class of 2015 on 32-member committee comprised of trustees, faculty, parents, administrators • Gathered feedback from students and presented opinion on topics such as admissions, career services, student life ______________________________________________________________________________________________ SKILLS • Technical: Bloomberg, FactSet, Java, Microsoft Office, R Language, Thompson One, Training The Street • Language: Spanish (intermediate), Hindi (fluent, oral) • Interests: Education Focused Startups, Golf (handicap: 17), Travel
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