Joseph Marchese
Location
Boston, MA
Mountainside, NJ
Education
N
Northeastern University
August 2021 - December 2025
expected degree
Bachelor's
major
Finance
O
Oratory Preparatory High School
Work Experience
A
Audax Private Equity
Boston, MA, US
January 2024 - present
company
Audax Private Equity
overview
- Coordinate with management teams to build flexible and scalable capital structures to support a buy & build strategy
- Source investment opportunities and provide financing oversight for new platforms and portfolio add-on activity
- Originate and arrange third-party financing solutions to support portfolio M&A activity and assess ongoing capital needs
B
Bull AND Bear Research Group
Director Market Insights
Boston, MA, US
January 2023 - present
C
Credit Finance op
Boston, MA, US
January 2023 - August 2023
L
Leukemia and Lymphoma Society
VOLUNTEER
Mountainside, NJ, US
June 2020 - April 2023
L
League Assignor
League Assignor Referee
August 2017 - January 2023
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Skills
Ability to Speak in PublicAccountingAccounting SoftwareAdaptabilityArtificial IntelligenceAutomationBusiness AdministrationBusiness InformaticsCapital MarketsCapital StructuresCommon Lisp Object SystemsCoordination SkillsCorporate FinanceCriminal JusticeData CollectionData QualityDiscounted Cash FlowFinancial AccountingFinancial Data AnalysisFinancial ManagementFinancial SecuritiesFinancial StocksHard Work and DedicationInformation TechnologyKnowledge of CampaignsKnowledge of FinanceLeadershipLymphomaMacroeconomicsManagement of Investor RelationsMarket ResearchMergers and AcquisitionsMicroeconomicsMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMoney InvestmentsNegotiation SkillsNet Asset ValuePerformance ManagementPerseverancePrivate EquityProblem SolvingProject SponsorshipsPython (Programming Language)Regulatory FilingsSafety PrinciplesSchedulingSoccerTeachingTeam ManagementTechnical Skills