Experience

Melqart Asset Management (UK) Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investor Relations Manager

  • Apr 2021 - Present

  Responsible for relationship management of existing investor base, consultant relations and the Firm ESG efforts Responsible for relationship management of existing investor base, consultant relations and the Firm ESG efforts



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Associate Investment Director

  • Jul 2020 - Apr 2021

• Senior Investment Associate

  • Jul 2018 - Jul 2020

  Member of the Hedge Fund Research team responsible for sourcing, selecting, and performing due diligence on EMEA-based hedge funds. This includes in-depth quantitative and qualitative analysis on hedge funds across all strategies, both liquid and illiquid, to meet the needs of firm clients. Additionally, I monitor currently recommended managers by leading quarterly governance meetings or calls with portfolio managers and IR professionals, focusing on liquidity, attribution, terms, fees, performance, and organisational changes. Show less

• Investment Associate

  • Apr 2016 - Jul 2018

  Member of the Public Growth Hedge Fund Investment Team with a focus on North America based public equity funds, including equity long/short, event-driven, activism, and opportunistic strategies. Sourced new investment ideas and tracked actively recommended managers through meetings, calls, and on sites with hedge fund portfolio managers and their broader teams. Developed opinions on hedge fund managers, strategies and markets through qualitative and quantitative research processes. Wrote research reports utilized by consultants and clients to inform investment decisions, such as meeting comments and comprehensive investment due diligence reports. Show less



Dell EMC

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Associate Financial Analyst

  • Jul 2015 - Apr 2016

  Served as a member of the Global Revenue Reporting and Analysis group, responsible for preparing and reviewing a variety of financial data and assisting in maintaining and updating company financial models and forecasts. This was inclusive of producing, reviewing, and analysing actuals against budgets and reporting out the variances, in addition to analysing results and trends.

• Finance Training Program

  • Jul 2015 - Apr 2016

  Member of the Finance Training Program, Class XV. FTP is a highly visible two year training and development program that is sponsored by EMC executives. It provides MBA level finance and accounting curriculum catered to critical EMC financial initiatives and strategies.



Federal Street Advisors

• Investment Management
• 1 - 100 Employee

• Research Intern

  • Jun 2014 - May 2015

  Supported the Long-Only and Alternatives Research Analysts in investment manager research, inclusive of asset allocation, updating the Hedge Fund tracking database, recording the minutes for the Investment Committee Meetings and attending meetings with fund managers. The summer focus included an in-depth quantitative and qualitative analysis of the emerging market space, selecting and presenting my top fund findings to the Research team. Supported the Long-Only and Alternatives Research Analysts in investment manager research, inclusive of asset allocation, updating the Hedge Fund tracking database, recording the minutes for the Investment Committee Meetings and attending meetings with fund managers. The summer focus included an in-depth quantitative and qualitative analysis of the emerging market space, selecting and presenting my top fund findings to the Research team.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Sep 2013 - Dec 2013

  Assisted two wealth management teams in servicing ultra high net worth clients through helping to compile portfolio reviews, management of the database, conducting investment research, and charting stock prices. Also produced and analysed client and market reports in preparation for the quarterly review processes. Assisted two wealth management teams in servicing ultra high net worth clients through helping to compile portfolio reviews, management of the database, conducting investment research, and charting stock prices. Also produced and analysed client and market reports in preparation for the quarterly review processes.



Boston College Center on Wealth and Philanthropy

• Boston College

• Research Assistant

  • Sep 2012 - Sep 2013

  Performed research and data collection under Professor Paul Schervish and Mr. John Havens, with a strong focus on economics and finance in the philanthropic world. I was a published contributor to the "Boston Wealth Transfer Study." Performed research and data collection under Professor Paul Schervish and Mr. John Havens, with a strong focus on economics and finance in the philanthropic world. I was a published contributor to the "Boston Wealth Transfer Study."



The Reynolds and Reynolds Company

• United States
• Software Development
• 700 & Above Employee

• Product Analyst Intern

  • May 2013 - Aug 2013

  Conducted research on customer information to update and create databases utilizing Excel, Access, and ERA. I worked on designing communication systems for dealerships to exchange data with manufacturers and third parties, and analysed and interpreted internal data. Proactively contacted clients via phone and email as a step in the implementation of new software systems Conducted research on customer information to update and create databases utilizing Excel, Access, and ERA. I worked on designing communication systems for dealerships to exchange data with manufacturers and third parties, and analysed and interpreted internal data. Proactively contacted clients via phone and email as a step in the implementation of new software systems



Columbia University School of Professional Studies

• United States
• Higher Education
• 200 - 300 Employee

• Internship in Building Community

  • Jun 2012 - Aug 2012

  IBC is an Undergraduate and Graduate program that prepares future business leaders to build the community of tomorrow through seminars and hands-on experience. Served as a Tutor and Teaching Assistant for 120-student course entitled "Business, Finance, and Economics" at Columbia University. I was also a Summer Resident Advisor for high school students. IBC is an Undergraduate and Graduate program that prepares future business leaders to build the community of tomorrow through seminars and hands-on experience. Served as a Tutor and Teaching Assistant for 120-student course entitled "Business, Finance, and Economics" at Columbia University. I was also a Summer Resident Advisor for high school students.