Surya Makkar's Resume

Surya Makkar
568 Ashwood Road
Springfield, NJ 07081
Phone: 973-609-0515
Email: surya.makkar@gmail.com

EDUCATION

Seton Hall University, South Orange, NJ
Bachelor of Science in Business Administration, Expected: May 2021
Concentrations in Mathematical Finance and Information Technology
GPA: 3.92
Relevant Coursework: Financial Modeling, Developing Web Applications, Investment Analysis, Introduction to Programming, Financial and Managerial Accounting, Financial Strategy

EXPERIENCE

RBC Capital Markets, New York, NY
June 2020-August 2020
Investment Banking Summer Analyst, Technology Coverage

Active coverage of companies in the technology sector with significant exposure to various valuation methodologies, transaction execution and comprehensive due diligence
Performed sell-side advisory to payments company on its sale to a strategic buyer or sponsor investor
Analyzed strategic opportunities for a multinational financial technology company
Collaborated with M&A product partners to develop operating pro-forma models to display various levels of synergies by strategic opportunity to senior management
Staffed on "bake-off" for a potential IPO of a global software company

Bank of America Merrill Lynch, New York, NY
June 2019-August 2019
Finance Management Sophomore Summer Analyst: Americas Rates Finance Team

Prepared daily aging reports to show traders month end charges upwards of $2 million on various positions being held
Prepared Daily Global Consolidated PnL Report to indicate key revenue drivers on a daily basis to global traders
Completed analysis, forecasting, and modeling, of financial trends and business investments, specifically in the Rates trading space

Merrill Lynch, Short Hills, NJ
June 2018-August 2018
Global Wealth Management Advisory Intern

Assisted clients to go through mid-year reviews and communicated findings regarding profitable holdings
Compiled data for client reports and portfolio reviews and oversaw client holdings often upwards of $5 million for tax selling
Implemented new client review system and facilitated reviews with clients and prospects through use of detailed reports and decks

SKILLS

Computer	Financial Modeling
Microsoft Office Suite, Salesforce, Beginner Level Python, AutoCAD Certified	Proficient in building 3 statement models, pro-forma M&A models, LBO models
Mathematics	Musical
Completed coursework in Geometry, Trigonometry, Algebra 1 & 2, Calculus 1-3, and Linear Algebra	Professional Saxophone, Tabla, Harmonium, Punjabi Dhol, and Dholak Player

REFERENCES

Jyotsna Sharma: Staffer/Manager at RBC Capital Markets
Louise Zheng: Manager at Bank of America Merrill Lynch
Michael Saul: Manager at Merrill Lynch