Bio
Credentials
-
Chartered Financial Analyst
CFA InstituteOct, 2013- Apr, 2026
Experience
-
-
United States
-
Investment Management
-
1 - 100 Employee
-
Portfolio Manager
-
May 2020 - Present
-
-
Senior Equity Research Analyst
-
Mar 2019 - May 2020
-
Nishkama Capital
-
New York
-
Equity Analyst
-
May 2013 - Feb 2019
-
New York
- Excelled in the role of equity analyst for 5+ years at an equity long/short fund with a global focus on small to large-cap corporations in the tech, media, telecomm and consumer sectors- Conducted extensive bottom-up fundamental analysis based on company due diligence, primary industry research, channel checks and management interviews- Performed quantitative analysis based on independently identified assumptions that drove variant estimates from consensus- Applied understanding of current sentiment and misperceptions to identify variables and catalysts for potential changes in shareholder base- Quantified risk/reward and earnings power under various scenarios- Determined sizing, entry and exit points in fund portfolio based on conviction level
-
ForwardThink Group
-
Greater New York City Area
-
Senior Consultant
-
Feb 2012 - May 2013
-
Greater New York City Area
Regulatory Reporting- For a leading Prime Brokerage, conducted lean process reengineering for risk controls and regulatory reportingRisk-based Capital- For a leading Prime Brokerage, identified improvements to existing Risk Capital Calculation methodologies resulting in $7BN+ savings over 10 years
-
Knowledgent
-
Greater New York City Area
-
Senior Consultant
-
Feb 2011 - Feb 2012
-
Greater New York City Area
Broadridge Conversion Due Diligence- For a global Prime Brokerage, conducted a feasibility assessment and designed the business case for a major clearing and settlement systems overhaul, to achieve cost savings, improved straight through processing and quality of deliveryGlobal Change Management - For a top tier Investment Bank, redesigned the global change management processes and optimized the management reporting constructInstitutional Client On-boarding- For a top tier Investment Bank, analyzed client onboarding operations and through-put for the design of the future state managerial, operational and analytical reporting frameworkResearch Data Management Platform- For a Hedge Fund with $120BN in AUM, detailed business requirements for a single data platform for the Research organization to ingest, validate, manage and store their information assets
-
IBM
-
Greater New York City Area
-
Consultant
-
Jun 2007 - Feb 2011
-
Greater New York City Area
Customer Relationship Management- For a Global Investment Bank, developed and tested J2EE code for a Websphere Customer Center implementation in order to meet Basel II compliance, focusing primarily on risks involved with customer activity
-
-
Education
-
2003 - 2007University of Michigan
Bachelor of Applied Science (B.A.Sc.), Computer Engineering -
Kodai
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community