Avg Response Time
Total Hours Logged
-Refined and managed rigorous, disciplined and replicable, fundamentally-based quant factor models and math algorithms to evaluate publically traded securities, including: earnings growth prospects – i.e., strength, consistency and sustainability – quarterly and annually. Set up portfolio constraints: liqu
-Raised fund AUM from HNW/UHNW LPs, set up all facets of operational infrastructure including prime brokerage,
-Built strong knowledge of financial, principal, and legal aspects of purchasing and managing portfolio companies. Guided numerous portfolio com
-Ranked 9th of 62 analysts in the Institutional Investors All-America Poll, #7 in Reuters, #11 in Greenwich Associates Research Survey in the Computer Services sector.
-Researched, analyzed, and constructed detailed earnings models, wrote in-depth reports on both industry and companies under coverage, tracked industry trends, published timely newsletters,
-Researched, analyzed, and constructed detailed earnings models, wrote in-depth reports on both industry and companies under coverage, tracked industry trends, communicated investment opinion to over 500 institutional clients, institutional sales force & traders, and investment bankers. Sponsored investor road shows to key corporat
-Conducted all facets of fundamental research on tec
-Transitioned to technology equity research and conducted all facets of fundamental research on technology companies, with special emphasis on Computer Resellers & Contract Manufacturers, Healthcare Technology, and Computer Services & Software sectors.
-Researched, analyzed, and constructed detailed ea
-Worked with structured products group to develop derivative products for emerging growth stocks, OPALS (Optimized Portfolios as Listed Securities), PERCS, warrants, sector baskets, and PAIRS