Rachel Caspert, CFA

Rachel Caspert, CFA

Summer Intern

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location of Rachel Caspert, CFANew York, New York, United States

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  • Timeline

  • About me

    Vice President - Capital Markets - Rabobank

  • Education

    • Pascack Hills High School

      2007 - 2011

      Activities and Societies: National Honor Society, Environmental Club, Gay Straight Alliance Club, Lacrosse, Cheerleading

    • Cornell University

      2013 - 2015
      Bachelor of Science (B.S.) Applied Economics and Management; Concentration in Finance

      Activities and Societies: Cornell Financial Club Cornell University Program Board

  • Experience

    • Marathon Grill

      Jun 2011 - Jul 2011
      Summer Intern

      - Shadowed the head chef of a well-known restaurant, witnessed first-hand the behind the scenes of a successful business- Learned cooking techniques and general skills

    • The Computer in Business

      Jan 2012 - May 2013
      Peer Tutor

      - Recognized as a top student in honors class and was asked to be an in-class tutor- Aid students in learning the techniques of Microsoft Excel and Microsoft Access

    • AltB Partners LP

      Jun 2013 - Aug 2013
      Summer Intern

      - Worked with well-known executives in the financial industry as they started their new fund administration- Utilized knowledge of Microsoft Excel to assist in managerial decision-making- Guided the decision of which fund database to purchase- Facilitated the setup of financial models in Microsoft Excel

    • Lone Star Funds/Hudson Advisors, LLC

      Jun 2014 - Aug 2014
      Analyst Intern

      - Assisted in the asset management of multiple commercial real estate and distressed loan portfolios- Underwrote possible future acquisitions of multifamily and hotel assets- Valued properties using ARGUS Enterprise software- Analyzed leases and loan documents using Microsoft Excel skills

    • Bloomberg Institute

      Aug 2014 - May 2015
      Ambassador

      - Promote Bloomberg Aptitude Test on Cornell campus- Organize and proctor 4 Bloomberg Aptitude Test sessions for up to 20 students each session

    • Rabobank Wholesale Banking North America

      Sept 2015 - now
      • Vice President - Capital Markets

        Jan 2022 - now
      • Vice President - Leveraged Finance

        Mar 2021 - Jan 2022
      • Investment Banking Associate - Leveraged Finance

        Feb 2019 - Mar 2021
      • Investment Banking Analyst

        Oct 2016 - Feb 2019
      • Wholesale Banking Rotational Analyst

        Sept 2015 - Oct 2016
  • Licenses & Certifications

    • Series 79

      FINRA
      Dec 2016
    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2019
      View certificate certificate
    • Series 63

      FINRA
      Jan 2017
    • Passed CFA Level I (Dec ‘17), Level II (June ‘18), Level III (June ‘19)

      CFA Institute
      Jun 2019