Ferenczi Marcell
Senior Transaction Advisor
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
Senior Transaction Advisory Services Consultant
Newstream Advisory
Budapest
10.2022 - Current
- Demonstrated leadership skills in managing due diligence, advisory and M&A related projects from concept to completion.
- Support start-ups with the fundraising process
- Preparation of business plans, financial plans and company valuations
- Investor relations and transaction management
Transaction advisory services consultant
EY
01.2022 - 09.2022
- Participate and prepare financial due diligence projects (in several industries: Bank, IT, Factory)
- Helping the service lines (M&A, financial due diligence, valuation) sales activity
- Helping the M&A team work with market and company analysis
Investment advisor and trader
Equilor Investment Ltd
02.2021 - 01.2022
- Offers investment advice and financial planning for Private Banking and
- Corporate Clients
- Making market research, industry research and analyze company valuations
- Managing and execute FX, Fixed Income, Commodity, and Equity client order
Trader intern
Equilor Investment Ltd
10.2020 - 02.2021
- Making market research, industry research and analyze company valuation
- Managing online trading platforms (Saxo Markets)
- Investments and portfolio planning
Finance intern
Morgan Stanley
09.2019 - 02.2020
- Create Power Point presentations for senior management (weekly and monthly asset valuation reports)
- Contribute to the automation of the reports
- Co-operate with the team on VBA macro development and maintenance
Finance intern
Morgan Stanley
10.2018 - 09.2019
- Responsibilities:
- Create Power Point presentations for senior management
- Clearing the options and futures trades
- Manage the day-to-day relationship with the external brokers, ensuring all clearing processes are prepared accurately
Customer Service Intern
Hungarian Mortgage Ltd
01.2018 - 07.2018
- Loan products planning, client needs driven
- Participate in the company sales and marketing process
- Administrations, contract preparation
Education
Msc - Finance, Investment Analyst
Corvinus University of Budapest
01.2019 - 04.2021
BA - Management and Business Administration
University of Technology and Economics, Budapest-Fasori Evangelic High School
01.2015 - 04.2019
Skills
Financial Advisory Services
Accomplishments
- BMC- Bloomberg certification
- University of Cambridge- Circular Economy and Sustainability Strategies
- Languages
- Business English intermediate (B2) combined (Origo bilingual exam)
- Native Hungarian
- IT skills
- User levels in Microsoft Office
- Beginner-level: MATLAB, VBA, Java, R
Timeline
Senior Transaction Advisory Services Consultant
Newstream Advisory
10.2022 - Current
Transaction advisory services consultant
EY
01.2022 - 09.2022
Investment advisor and trader
Equilor Investment Ltd
02.2021 - 01.2022
Trader intern
Equilor Investment Ltd
10.2020 - 02.2021
Finance intern
Morgan Stanley
09.2019 - 02.2020
Msc - Finance, Investment Analyst
Corvinus University of Budapest
01.2019 - 04.2021
Finance intern
Morgan Stanley
10.2018 - 09.2019
Customer Service Intern
Hungarian Mortgage Ltd
01.2018 - 07.2018
BA - Management and Business Administration
University of Technology and Economics, Budapest-Fasori Evangelic High School
01.2015 - 04.2019
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