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Networking
Margaret Chen
Vice President, Restructuring at Evercore
- since you spoke
- 3 days
- since you spoke
- touches
- 5
- touches
- introduction
- 1
- introduction
- Connected on LinkedInAug 28
- Intro emailSep 3
She replied in 2 hours
- Coffee chat, 30 minSep 18
Restructuring group, deal flow, the superday
- Thank-you sentSep 18
- Introduced you to Tom AlvarezSep 30
Moelis
IB Analyst
Closes in 4 days
Bain
Summer Associate
Closes Dec 2
Lazard
Summer Analyst
Applied Sep 26
DOvia David
PJT
RX Analyst
Applied Sep 29
Houlihan
FR Analyst
Applied Oct 1
Evercore
RX Summer Analyst
Superday Oct 9
MCvia Margaret
Centerview
Summer Analyst
First round done
Guggenheim
Summer Analyst
Decide by Oct 20
SWvia Sam
Lazard
Moelis
You
Margaret Chen
Tom Alvarez
Lena Fischer
Sam Whitfield
Ana Ruiz
Networking
Contacts
Interaction history and commitments for every contact.
MCWarmMargaret Chen
Vice President, Restructuring at Evercore
- since you spoke
- 3 days
- since you spoke
- touches
- 5
- touches
- introduction
- 1
- introduction
- Connected on LinkedInAug 28
- Intro emailSep 3
She replied in 2 hours
- Coffee chat, 30 minSep 18
Restructuring group, deal flow, the superday
- Thank-you sentSep 18
- Introduced you to Tom AlvarezSep 30
She offered a resume reviewSend itApplications
Track each application by stage and referral source.
Saved2Moelis
IB Analyst
Closes in 4 days
Bain
Summer Associate
Closes Dec 2
Applied3Lazard
Summer Analyst
Applied Sep 26
DOvia David
PJT
RX Analyst
Applied Sep 29
Houlihan
FR Analyst
Applied Oct 1
Interviewing2Evercore
RX Summer Analyst
Superday Oct 9
MCvia Margaret
Centerview
Summer Analyst
First round done
Offer1Guggenheim
Summer Analyst
Decide by Oct 20
SWvia Sam
Network map
Your relationships by firm, and introduction paths to new contacts.
Evercore5 people6Lazard
3Moelis
YouYou
MC1Margaret Chen
TA2Tom Alvarez
LFLena Fischer
SWSam Whitfield
ARAna Ruiz
Personal Intelligence
- Summer Analyst · Harbor Point CapitalJun 2025 – Aug 2025 · Boston, MA
- Built a 3-statement model for a $40M add-on acquisition$40M · unconfirmed
- Screened 120 lower-middle-market targets for the industrials team120 · unconfirmed
from the resume: “Built a three-statement model supporting a $40M add-on acquisition”
Kept — it is in your record now. - President · Aggie Investment ClubJan 2024 – Present · College Station, TX
- Grew membership and ran weekly stock pitches— could carry membership growth
from the resume: “Led weekly stock pitches and grew active membership”
Keep this experience
Education
- Relevant Coursework: Corporate Finance, Financial Statement Analysis, Fixed Income, Valuation
- Honors: Mays Business Honors Program, Dean’s List (all semesters)
Professional Experience
- Built a three-statement model supporting a $40M add-on acquisition, including a downside case for lender review
- Prepared valuation analyses (trading comps, precedent transactions) for two live mandates
- Screened 120 lower-middle-market industrials targets against the fund’s investment criteria
- Drafted sections of the investment committee memo covering capital structure and covenant headroom
- Spread financials and calculated DSCR for 15 commercial real estate loan applications up to $8M
- Flagged two borrowers breaching leverage covenants, leading to restructured repayment terms
- Wrote credit memos summarizing borrower risk, collateral coverage and recommended pricing
- Led weekly stock pitches and an accounting fundamentals curriculum for 60 members
- Restructured the club’s distressed-debt case study into a semester-long modeling series
- Grew the club’s paper portfolio 14% in 2025 against an 11% S&P 500 return
- Managed scheduling and training for a 70-cadet unit while carrying a full course load
- Ran the unit’s $12K annual budget and reconciled expenses with the Commandant’s office
Skills & Additional Information
Tailored for Evercore
The downside case nobody asked for
· Harbor Point CapitalTargets: Client focus- The fund was weighing a $40M add-on with a lender meeting a week out.
“supporting a $40M add-on acquisition” — Resume
Not in your record yet.
- I built the three-statement model and added a downside case for the lender review.
“including a downside case for lender review” — Resume
- The lender used the downside case as the base for covenant terms.
“covenants were set off our downside case” — Deal notes
What were you specifically asked to deliver, and by when?
Personal Intelligence
Resume import
Experience and results imported from your resume.
- Summer Analyst · Harbor Point CapitalJun 2025 – Aug 2025 · Boston, MA
- Built a 3-statement model for a $40M add-on acquisition$40M · unconfirmed
- Screened 120 lower-middle-market targets for the industrials team120 · unconfirmed
from the resume: “Built a three-statement model supporting a $40M add-on acquisition”
Kept — it is in your record now. - President · Aggie Investment ClubJan 2024 – Present · College Station, TX
- Grew membership and ran weekly stock pitches— could carry membership growth
from the resume: “Led weekly stock pitches and grew active membership”
Keep this experience
Tailored resumes
A tailored version for each application.
Jordan EllisCollege Station, TX | jordan.ellis@tamu.edu | (979) 555-0148 | linkedin.com/in/jordanellisEducation
Texas A&M UniversityCollege Station, TXB.B.A. Finance, minor in EconomicsMay 2027Mays Business SchoolGPA: 3.8- Relevant Coursework: Corporate Finance, Financial Statement Analysis, Fixed Income, Valuation
- Honors: Mays Business Honors Program, Dean’s List (all semesters)
Professional Experience
Harbor Point CapitalBoston, MAPrivate Equity Summer AnalystJun 2025 – Aug 2025- Built a three-statement model supporting a $40M add-on acquisition, including a downside case for lender review
- Prepared valuation analyses (trading comps, precedent transactions) for two live mandates
- Screened 120 lower-middle-market industrials targets against the fund’s investment criteria
- Drafted sections of the investment committee memo covering capital structure and covenant headroom
Brazos Valley Community BankBryan, TXCommercial Credit InternMay 2024 – Aug 2024- Spread financials and calculated DSCR for 15 commercial real estate loan applications up to $8M
- Flagged two borrowers breaching leverage covenants, leading to restructured repayment terms
- Wrote credit memos summarizing borrower risk, collateral coverage and recommended pricing
Aggie Investment ClubCollege Station, TXPresidentJan 2024 – Present- Led weekly stock pitches and an accounting fundamentals curriculum for 60 members
- Restructured the club’s distressed-debt case study into a semester-long modeling series
- Grew the club’s paper portfolio 14% in 2025 against an 11% S&P 500 return
Texas A&M Corps of CadetsCollege Station, TXSquadron Executive OfficerAug 2023 – Present- Managed scheduling and training for a 70-cadet unit while carrying a full course load
- Ran the unit’s $12K annual budget and reconciled expenses with the Commandant’s office
Skills & Additional Information
Technical Skills:Excel (advanced), Capital IQ, PitchBook, Bloomberg, PowerPointCore Competencies:Three-statement modeling, DCF and comps valuation, Credit analysis, RestructuringCertifications:BIWS Financial Modeling, Bloomberg Market ConceptsTailored for Evercore
Interview stories
Interview answers drawn from your own experience.
Verified: $40M add-onThe downside case nobody asked for
· Harbor Point CapitalTargets: Client focusSituation- The fund was weighing a $40M add-on with a lender meeting a week out.
“supporting a $40M add-on acquisition” — Resume
TaskNot in your record yet.
Action- I built the three-statement model and added a downside case for the lender review.
“including a downside case for lender review” — Resume
Result- The lender used the downside case as the base for covenant terms.
“covenants were set off our downside case” — Deal notes
What were you specifically asked to deliver, and by when?
- The fund was weighing a $40M add-on with a lender meeting a week out.
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