
Rachel Caspert, CFA
Summer Intern

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About me
Vice President - Capital Markets - Rabobank
Education

Pascack Hills High School
2007 - 2011Activities and Societies: National Honor Society, Environmental Club, Gay Straight Alliance Club, Lacrosse, Cheerleading

Cornell University
2013 - 2015Bachelor of Science (B.S.) Applied Economics and Management; Concentration in FinanceActivities and Societies: Cornell Financial Club Cornell University Program Board
Experience

Marathon Grill
Jun 2011 - Jul 2011Summer 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 2013Peer 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 2013Summer 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 2014Analyst 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 2015Ambassador- 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 - nowVice President - Capital Markets
Jan 2022 - nowVice President - Leveraged Finance
Mar 2021 - Jan 2022Investment Banking Associate - Leveraged Finance
Feb 2019 - Mar 2021Investment Banking Analyst
Oct 2016 - Feb 2019Wholesale Banking Rotational Analyst
Sept 2015 - Oct 2016
Licenses & Certifications

Series 79
FINRADec 2016- View certificate

Chartered Financial Analyst (CFA) Charterholder
CFA InstituteSept 2019 
Series 63
FINRAJan 2017
Passed CFA Level I (Dec ‘17), Level II (June ‘18), Level III (June ‘19)
CFA InstituteJun 2019
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