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Catherine Gordon

Catherine Gordon

US Institutional Equity Sales

UBS Investment Bank

US Institutional Equity Sales at UBS Investment Bank





UBS Investment Bank

US Institutional Equity Sales

Career medium 02


Global Markets Intelligence Analyst

-Conducted market intelligence analysis on the equity capital markets for senior management of publicly traded companies and serve as an extension to publicly traded companies’ investor relations efforts.

-Provided insightful information for how client’s stock is viewed as an investment vehicle, the perception of the investment community and which institutions are buying and selling the client’s equity shares.

-Performed sector analysis of the flow of institutional capital and provide clients with timely market data.

-Produced daily, weekly, and monthly deliverables in a timely and accurate fashion.

-Analyzed the flow of institutional data to track, identify and describe institutional buyers and sellers.

-Monitored real-time trading activity and actively communicated with various equity trading desks to provide clients with background information on daily market activity and trends.


Wesleyan University

Investment Portfolio Intern

-Enhanced the management and performance of Wesleyan’s $513M endowment portfolio.

-Developed cash flow analysis for the venture capital and leveraged buyout portfolios.

-Developed a private equity lookthrough master spreadsheet to facilitate enhanced portfolio risk analysis.

-Worked directly with Wesleyan University’s CIO and participated in the assessment of prospective funds and fund managers for inclusion in the endowment portfolio.

Career medium 02
Career medium 05

Royal Bank of Scotland Group

Debt Capital Markets Intern

-Worked for the managing director on the Debt Capital Markets Syndicate team covering the loan, bond, and high yield markets.

-Assisted in deal structuring, pitch book development and book-running reports.

-Conducted sales pitches and constructed sales memos for several investment grade loan transactions.

-Utilized market databases to develop product presentations, including pricing and structure trends as well as league table positioning.

-Gained broad exposure to global markets, products and services for ultra high net worth clients and large multinational corporations.


United States House of Representatives

Congressional Intern

-Worked for Congressman John B. Larson, Chair of the House Democratic Caucus and the fourth-ranking democrat in the House.

-Assisted staff with legislative tasks on banking, economics, budget, and social security.

-Served as a community liaison by interacting with constituents via letters, phone, and in person.

-Attended hearings and policy briefings regarding banking, economics, health care, and the environment.

-Maintained a working knowledge of issues, policy processes, and the legislative agenda.

-Interacted with a wide variety of high level political and administrative officials through policy briefings, seminars, political receptions, and press conferences.

Career medium 03

Wesleyan University

Bachelor of Arts (B.A.), Economics

Boston University in London, UK

Study Abroad, Finance, Economics