Janice Ong

Experience

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  Credit Suisse

  Jul 2001 - Apr 2004

  Advised on a variety of transactions including mergers & acquisitions, high yield and investment grade debt offerings, equity offerings, and restructurings. Executed extensive valuation analyses including comparable company, comparable acquisition, sum-of-the-parts, discounted cash flow, accretion/dilution, synergies and leveraged buyout analyses. Participated in the various stages of deal execution, including conducting financial and operational due diligence, preparing internal memorandums and creating client presentations. Developed a proprietary wireless database to assist in potential wireless industry consolidation. Show less

  • Equity Research Associate

    Jul 2003 - Apr 2004

  • Investment Banking Analyst

    Jul 2001 - Jul 2003
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  Bank of America

  Apr 2004 - Feb 2008

  Equity Research Associate

  Sole associate on the Small/Mid-Cap Specialty Retail Equity Research team (10 companies under coverage, including: ARO, BEBE, CHS, PSUN, URBN, ZUMZ). Responsible for the published product including financial modeling, research reports, weekly channel checks, and quantitative analyses.

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  Oppenheimer & Co. Inc.

  Mar 2008 - Jul 2008

  Equity Research Associate

  Sole associate on the Specialty Retail Equity Research team (10 companies under coverage: ANF, AEO, ARO, ANN, CBK, CHS, CWTR, GPS, TLB, URBN). Responsible for the published product including financial modeling, research reports, weekly channel checks, and quantitative analyses. Moved with senior analyst to UBS.

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  UBS Investment Bank

  Aug 2008 - Sept 2016

  Associate Director, Equity Research - Retailing/Department Stores & Specialty Softlines

  Integral member of the Institutional Investor Runner-Up Team for Retailing/Specialty Stores (2010, 2011) and Retailing/Department Stores & Specialty Softlines (2015). Promoted to Analyst (April 2015) with primary coverage of small & mid-cap specialty retailers (ANF, AEO, CHS, EXPR, URBN) while continuing to support coverage of large-cap specialty retailers and off-pricers (GPS, LB, LULU, ROST, TJX). Strong understanding of the needs of internal (sales/trading) and external constituents (hedge funds & institutional investors, company management). Regular communication (phone, email, in-person meetings) with hedge fund and mutual funds about stock-specific and industry topics. Hosted investor meetings with company management at bi-annual UBS “mall tour” events and annual IRCXhange Retail Industry Conference. Show less

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  BLACK TWINE

  Oct 2016 - now

  Co-Founder & Chief Product Officer

  Manages the digital platform, including all content for the website and social media. Manages all partnerships and collaborations with brands and vendors. Involved in all aspects of company strategy and business development. Oversees the company’s budget and financial model.