Equity Research Analyst

• Jun 2022 - Present

Equity Research Analyst at Red Granite Growth Group - an arm of Ziegler Capital Management (ZCM). ZCM has $7B+ in assets across multiple strategies. Covered the IT, TS and F sectors Performed equity research on new names, current holdings Engaged in management and IR meeting Met regularly with PMs to discuss portfolio names and positioning within each sector Equity Research Analyst at Red Granite Growth Group - an arm of Ziegler Capital Management (ZCM). ZCM has $7B+ in assets across multiple strategies. Covered the IT, TS and F sectors Performed equity research on new names, current holdings Engaged in management and IR meeting Met regularly with PMs to discuss portfolio names and positioning within each sector

Fixed Income Intern

• Jan 2021 - Jun 2022

Responsibilities: • Assisted portfolio managers with recommendations on individual IG credits and sectors • Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer inventory pricing to get best levels for clients • Researched new issues, top holders, price movements, and performed sector analysis using Advantage Data • Examined what-if analysis outcomes to devise proper yields and durations for portfolios Responsibilities: • Assisted portfolio managers with recommendations on individual IG credits and sectors • Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer inventory pricing to get best levels for clients • Researched new issues, top holders, price movements, and performed sector analysis using Advantage Data • Examined what-if analysis outcomes to devise proper yields and durations for portfolios

Executive MBA Corporate Finance Tutor

• Dec 2021 - Apr 2022

Tutored Executive MBA class on variety of topics including, but not limited to: • DCF Valuation • NPV, APV, IRR, WACC • Financial statement analysis • Acquisition Financing • Private Equity Valuation • IPOs • Direct Listing IPOs • LBOs Tutored Executive MBA class on variety of topics including, but not limited to: • DCF Valuation • NPV, APV, IRR, WACC • Financial statement analysis • Acquisition Financing • Private Equity Valuation • IPOs • Direct Listing IPOs • LBOs

Equity Research Analyst Intern

• May 2021 - Sep 2021

Perform fundamental analysis (inc. ESG analysis) on stocks and present data to senior research management. Pitched stocks in the financial technology and industrial sectors. Primarily focused on the industrial sector. Participated in Bull/Bear cases including Bitcoin, Blockchain, and Carbon Credits. Perform fundamental analysis (inc. ESG analysis) on stocks and present data to senior research management. Pitched stocks in the financial technology and industrial sectors. Primarily focused on the industrial sector. Participated in Bull/Bear cases including Bitcoin, Blockchain, and Carbon Credits.

Bike Crew

• May 2018 - Aug 2020

Summer Season worker 2018, 2019, and 2020 Summer Season worker 2018, 2019, and 2020

Seasonal Helper

• Nov 2017 - Dec 2019

Seasonal Helper for Novembers and Decembers 2017, 2018, and 2019 Seasonal Helper for Novembers and Decembers 2017, 2018, and 2019

Facilities

• Jun 2017 - Aug 2018