Allen Avrakh

Allen Avrakh

Assistant Counselor

Followers of Allen Avrakh739 followers
location of Allen AvrakhNew York City Metropolitan Area

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  • Timeline

  • About me

    Investment Banking Analyst at BMO

  • Education

    • Baruch College

      2020 - 2024
      Bachelor's Degree Finance

      Activities and Societies: Baruch Investment Management Group, Financial Leadership Program, Zicklin Undergraduate Honors Program

    • The Leon M. Goldstein High School for the Sciences

      2016 - 2020
      Advanced Regents Diploma

      Activities and Societies: Policy Debate Team, Boys Varsity Swimming Team, Junior Representative, Student Government President, Arista Honors Society

  • Experience

    • Shorefront YM-YWHA of Brighton/Manhattan Beach

      Jun 2018 - Aug 2018
      Assistant Counselor

      • Communicated with group leaders and head counselors’ in order to help organize the daily activities for campers• Was responsible for 11 kids between the ages of 7 and 8

    • Firebird Management LLC

      Jun 2020 - Aug 2020
      Investment Research Summer Analyst

      • Engaged in daily research meetings covering economic and political news as well as international investment opportunities• Identified historical trading patterns of large shareholders for publicly traded Estonian companies utilizing Nasdaq CSD SE• Created a detailed nationwide list of outlet malls in the United States to determine domestic investment opportunities

    • Baruch Investment Management Group

      Sept 2020 - May 2024

      • Aid directors and Operating Committee in running the fund, club, and teams • Oversee group of 3-5 analysts and give feedback on overviews, investment rationale, DCF model, and risks • Manage annual budget and oversee the financial affairs of the group to provide educational resources to club members • Research and analyze potential equity investments for a long-only student-run portfolio with over $930,000 AUM• Develop pitch books on healthcare companies with industry drivers, rationale, and valuations on a tri-weekly basis • Value companies via Excel to create Dividend Discount, Discounted Cash Flow, and Comparable Company Analysis models• Utilize Bloomberg Terminal, CapIQ, and various other platforms to produce accurate models and analyze company data • Aided in the development of pitch decks for healthcare, energy, and FIG coverage groups

      • Chief Executive Officer

        May 2023 - May 2024
      • Advisory

        Dec 2022 - May 2023
      • Healthcare Director

        Dec 2021 - Dec 2022
      • Treasurer

        Apr 2021 - Jan 2022
      • Healthcare Analyst

        Jan 2021 - Dec 2021
      • Junior Analyst

        Sept 2020 - Jan 2021
    • Baruch College

      Jun 2021 - Apr 2022
      Financial Leadership Program Participant

      • Premier leadership and professional development program with a highly specialized curriculum encompassing training in technical skills, corporate presence, communication, presentation skills, financial market structure, and mastery of the financial services industry

    • Ascento Capital, LLC

      Dec 2021 - Apr 2023
      Investment Banking Associate
    • BMO Capital Markets

      Jun 2023 - Aug 2023
      Investment Banking Summer Analyst

      Power, Utilities, & Infrastructure

    • BMO Capital Markets

      Jul 2024 - now
      Investment Banking Analyst

      Power, Utilities, and Infrastructure

  • Licenses & Certifications

    • Series 79

      FINRA
      Aug 2024
    • Bloomberg Market Concepts

      Bloomberg LP
      May 2021
    • Securities Industry Essentials (SIE)

      FINRA
      Mar 2024
    • Series 63

      NASAA
      Aug 2024
  • Honors & Awards

    • Awarded to Allen Avrakh
      Zicklin Undergraduate Honors Program Baruch College, CUNY Oct 2021
    • Awarded to Allen Avrakh
      Dean's List Baruch College, CUNY Dec 2020
    • Awarded to Allen Avrakh
      Peter F. Vallone Academic Scholarship CUNY Oct 2020
    • Awarded to Allen Avrakh
      Advance Placement Scholar College Board Jun 2020
    • Awarded to Allen Avrakh
      National Debater of the Year Finalist National Urban Debate League Apr 2020 One of eight finalists from the 23 urban debate leagues around the country for the National Debater of The Year
    • Awarded to Allen Avrakh
      PSAL Scholar Athlete PSAL May 2019
    • Awarded to Allen Avrakh
      National Urban Debate League Championships Qualifier National Urban Debate League, New York City Urban Debate League Mar 2019 One of the 47 teams at the National Urban Debate League Championships, finished 23ed place
    • Awarded to Allen Avrakh
      Season Second Place Speaker New York City Urban Debate League Mar 2019 Second place debater out of over 100 at the end of the 2018-2019 policy debate season
  • Volunteer Experience

    • Assistant Debate Coach

      Issued by The Leon M. Goldstein High School for the Sciences on Sept 2020
      The Leon M. Goldstein High School for the SciencesAssociated with Allen Avrakh
    • Educator & Competition Judge

      Issued by New York City Urban Debate League on Oct 2018
      New York City Urban Debate LeagueAssociated with Allen Avrakh