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Allison Liegner, CFA

Allison Liegner, CFA

Intern

Followers of Allison Liegner, CFA1000 followers
location of Allison Liegner, CFALos Angeles, California, United States

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  • Timeline

  • About me

    Fundamental Analyst at Causeway Capital Management

  • Education

    • Dartmouth College

      2013 - 2017
      Economics Major, Ethics Minor

      Activities and Societies: Rockefeller Center Management and Leadership Development Program

    • The Wharton School

      2022 - 2024
      Master of Business Administration - MBA

      Activities and Societies: President of Investment Management Club

  • Experience

    • The Office of Senator Robert Menendez

      Jun 2014 - Aug 2014
      Intern

    • Provost & Dean of the College Finance Center

      Feb 2015 - Jun 2015
      Intern

    • Coady Diemar Partners

      Jan 2016 - Mar 2016
      Investment Banking Analyst

      Conducted in-depth research on industries and firms using databases such as CapitalIQ and presented comprehensive reports to managing directorsPrepared pitch books for investors with materials comprising company, sector and industry overviews as well as valuation analyses and projected incomeDeveloped financial models for clients including comparable, DCF and LBOAnalyzed financial statements to assist in performing due diligence for transactions

    • Moosilauke Ravine Lodge

      Jun 2016 - Aug 2016
      Crew

    • Dartmouth College Fund

      Nov 2016 - Jun 2017
      Senior Gift Chair

      • Coordinated fundraising efforts aimed at the senior class to benefit financial aid of incoming freshmen• Marketed the campaign through social media, print, and volunteer network• Achieved 50% participation rate, up from 30% the year before

    • Search Fund Accelerator

      Apr 2018 - Feb 2019
      Private Equity Analyst

      • Research and evaluate industries of interest• Assisted in drafting LOI and developing an investment thesis for a $6.5M enterprise value target in the testing and inspection industry

    • Wellington Management

      Feb 2019 - Apr 2022
      Research Associate

    • T. Rowe Price

      Jul 2022 - Aug 2022
      Pre-MBA Equity Research Intern

    • Causeway Capital Management

      Jun 2023 - Aug 2023
      Graduate Fundamental Research Intern

    • Causeway Capital Management

      Jul 2024 - now
      Research Analyst

  • Licenses & Certifications

    • CFA Level II

      CFA Institute
      Jun 2021

    • CFA Level I

      CFA Institute
      Dec 2019

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Bloomberg Core Concepts

      Bloomberg LP
      Apr 2020