Experience

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  The Baupost Group

  • Boston, MA

  • Principal Business Analyst / Project Manager

    • Sep 2010 - Present
    • Boston, MA

    Principal Business Analysis & Project Manager• Contracted to analyze business processes across a wide array of hedge fund business functions including risk management, trading, liquidity/cash management, portfolio valuations, compliance, accounting, and financial reporting• Provide extensive analysis of current process workflows, while concurrently identifying opportunities for technology improvements and fleshing out the initial vision for the launch of a new Middle Office product suite for the firm• Analyze and manage 3rd party vendor product solutions, providing use cases and implementation scenarios• Led the design and implementation of the following cornerstone middle office products:o Initiated Middle Office with the launch of a new data warehouse & reporting moduleo Implemented a highly customized pricing and valuations data aggregation systemo Custom built a profit and loss valuations estimatoro Introduced a portfolio inventory management systemCurrently leading Front Office risk management & trading operations technology solutions, including a re-vamp of our proprietary FX risk/exposure management application and implementation of a new RMS (Research Management System)

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  Drake Management

  • New York, NY

  • Director - Portfolio Management / Trading Execution

    • Mar 2002 - Sep 2009
    • New York, NY

    • Oversaw liquidity risk management for $13 billion in AUM, for 3 hedge funds, 2 mutual funds, and 20+ institutional accounts, directly reporting to the Chief Investment and Chief Operating Officers• Directed US and international fixed income repo trade execution across all portfolios with overall repo portfolio reaching to $35 billion, and typical daily trade activity ranging from $1-$3 billion• Responsible for currency overlay program for 20+ managed accounts, and FX spot and forward execution for hedge funds with annual FX trade activity around $30 billion covering G21+ currencies• Managed short-term investments of account cash balances in overnight deposits, money market accounts, and short term products including T-Bills, agency notes, and commercial paper• Traded interest rate futures to manage duration targets for domestic/global fixed income portfolios• Joined firm just after launch with $100+ million in AUM; key participant in early stage build out of reporting, accounting, and operational infrastructure• Promoted from Operations to Trading / Vice President after 1st year; promoted to Director 3 years later

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  Credit Suisse

  • New York, NY

  • Investment Banking Associate - Media & Telecom

    • Jun 2000 - Dec 2001
    • New York, NY

    • Performed strategic acquisition and restructuring analyses, designed a study of economic/voting ownership structures for family owned companies, and explored valuation enhancement scenarios that encompassed spin-off, spin-out, tracking stock, and IPO scenarios for undervalued assets• Participated in both equity and debt analyses while pitching deals valued in excess of $1 billion

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  The Cayuga Fund

  • Ithaca, NY

  • Equity Analyst / Portfolio Manager

    • Sep 2000 - May 2001
    • Ithaca, NY

    Student run equity hedge fund associated with The Johnson School at Cornell• Combined top-down macro analysis and value oriented quantitative screening with bottom-up fundamental analysis to achieve +7% returns while the S&P fell 24%, the sector sank 22%• 1 of 18 selected from Cornell MBA class of 300, 1 of 2 honored for outstanding performance

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  Loomis, Sayles & Company

  • Boston, MA

  • Economics Research Associate

    • Apr 1995 - May 1999
    • Boston, MA

    • Constructed forecasting models utilized to develop short and longer term economic outlooks• Published economic analysis to 200 security analysts and portfolio managers• Developed automated data management system utilizing macros and scripts to maintain large statistical database used in our top-down research analysis and marketing presentations• Researched trends and data using Bloomberg, FactSet, First Call, Dow Jones News, Lexis-Nexis, federal agency and corporate websites, and Haver Analytics’ proprietary database software