Samuel Ketchmark

Experience

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  Fifth Third Securities

  Jun 2021 - Aug 2021

  Investment Banking Summer Analyst

  • Supported a team in a potential sell-side healthcare services mezzanine engagement by completing research, a potential investor list, and a reimbursement update.• Completed diligence work for the tech-enabled business services team, representing a company on a sell-side M&Aengagement.• Shadowed and documented meeting notes for the retail team working on a sell-side engagement for consumer products.• Created and presented a simulation of a full pitch, including all financial models, for a take-private acquisition of a private label food manufacturing company. Show less

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  PIMCO

  Jul 2022 - Jan 2024

  Product Strategy Analyst

  • Orchestrated cross-functional collaboration with Portfolio Management, Account Management,Business Development, Portfolio Analytics, and Compliance teams to fulfill diverse client requests,ensuring seamless execution and client satisfaction in the realm of financial services.• Spearheaded comprehensive market research initiatives, culminating in a competitive analysisframework that empowered lead strategists and portfolio managers with actionable insights, resulting ina 15% improvement in product vision alignment with market trends in finance.• Conceptualized and delivered compelling presentations showcasing potential return mechanisms forcovered funds, driving engagement and facilitating the successful marketing of investment products toprospective clients, contributing to a 20% increase in client acquisition through effective marketingstrategies.• Innovated by developing a Python program automating market commentary generation fromattribution data, reducing manual workflows by 1 hour per week, enhancing efficiency, and ensuringtimely market insights for stakeholders involved in asset management. Show less