My name is Kyle De Los Santos and I'm currently a junior at Rutgers University double majoring in Finance and BAIT (Business Analytics & Information Technology). As for my background in finance, I currently hold the SIE and am currently a candidate for the CFA level 1 exam. I also have experience in equity research report creation, financial modeling, financial statement analysis, and pitch deck creation. Within tech, my primary stack is JavaScript, Python, React, Node.js, HTML/CSS, with some experience with SQL, R, and Excel VBA.
Experience
Investment Banking Analyst · AugCap
↗Performed due diligence on startups, analyzing financials and market conditions to support cross-border investments for investors. Developed financial models and investor decks for a live business acquisition, providing key insights on valuation and strategic fit
Consultant · Baird Augustine
↗Managed capital raising and M&A advisory for Pre-Seed to Series A startups, leading key deal teams and investor engagement. Secured funding through strategic outreach, conducting market research, identifying potential investors, and building relationships.
Private Equity Associate · Claymont Capital Partners
↗Conducted industry research and developed investment theses on potential middle market acquisitions of $500k-$3MM EBITDA. Performed data management, targeted outreach, financial modeling, and gained direct mentorship from firm's managing partner.
Equity Research Analyst · Westlake Securities
↗Crafted an equity research report to present to senior executives to guide strategic decision-making and resulting in new insights. Conducted (1Q2024) analysis on $CRWD & $AMRC; Buy @ $327 and $19; Has since made highs of $392 and $36 respectively.
Program Manager (Previous Role: CRE Intern) · Project Destined
↗Led and managed a PGIM-sponsored team consisting of 12 interns from Rutgers, Princeton, and Columbia to create a real estate investment memo. Forecasted 10-year cash flow projections, increasing internal rate of return by 3% through collaboration with PGIM Real Estate.
Venture Capital Analyst · Borex Capital
↗Compiled weekly lists of 300+ clients, contributing to lead conversion team, and implemented initiatives to improve conversion. Fostered 100+ client relationships by managing regular interactions and personalized communications, enhancing engagement.
Projects
Portfolio
Application Usage Tracker
WIP: Tracks the usage of applications on desktop.
Certifications
CFA Level 1 Candidate
↗Tests foundational knowledge in finance, covering topics like ethics, quantitative methods, financial reporting, corporate finance, equity investments, fixed income, derivatives, and portfolio management. It emphasizes basic concepts and tools used in investment valuation and portfolio analysis.
CAIA - Fundamentals of Alternative Investments
↗Holder's have acquired a foundational understanding of alternative investments enabling them to comprehend, discuss and position these strategies with clients and within a portfolio, considering both the risk and return profiles of these strategies as well as their clients' long-term goals.
SIE (Securities Industry Essentials)
↗Focuses on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.
LPIC-1
↗Tests the candidate’s ability to use a basic command-line editor and demonstrate an understanding of processes, programs and components of the Linux operating system.