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PHONE NUMBER AVAILABLE | EMAIL AVAILABLEEXPERIENCEGreenwich Park Capital Management Stamford, ConnecticutFund Analyst, Founder December 2021 March 2023 Founded an investment management company with the objective of launching an equity long/short strategy with a focus on U.S. and Chinese A-share equities.
Published periodic research collateral and thought pieces on Chinese market characteristics for distribution to investors and prospects to increase client engagement and understanding of the Chinese equities opportunity. Managed the firms equity research database pipeline and continuously analyzed Chinese A-Shares and U.S. Equity Long and Short ideas for the research database. Led product design and marketing efforts across the lifespan of the business. Hired and managed multiple graduate level university interns to assist with equity research and reviewed research reports and market updates through video calls twice a week.
Managed extensive marketing outreach pipeline and established relationships with over 200 high net worth & family office prospects and engaged through regular informational video calls and update calls.
Conducted due diligence for all operating channels required in a functioning hedge fund from formation to administration, prime brokerage, audit and banking with appropriate relationships for a sub-institutional manager.Northern Trust Asset Management Stamford, ConnecticutAssociate Investment Analyst November 2018 December 2021 Research analyst providing manager and portfolio performance analytics within the multi-manager group, which oversees $110 Billion in assets across equity, fixed income, and real asset strategies. Responsible for providing quarterly and annual performance reviews of 15 external equity and fixed income managers on the platform under my coverage.
Performed portfolio level research during manager searches and replacements which includes analyzing managers based on qualitative operational processes as well as quantitative analysis on factors such as T-stat, Alpha, relative market capture, Sharpe ratio, standard deviation, and other factors using FactSet, Evestment, and Morningstar analytical tools.
Contributed to research team through research of Chinese A-Share managers and authored a white paper on A-shares and emerging markets indexes for broader use across the organization. Regularly met with managers in person and over video call as well as site visits to engage with portfolio managers and executives to analyze organization changes, portfolio positioning, security selection characteristics, consistency of style, and other analysis.
EDUCATIONSacred Heart University, Jack Welch College of Business Fairfield, ConnecticutBachelor of Science, Finance December 2018Activities: College Fed Challenge, Student Investment Fund, Finance and Economics ClubPROGRAMS & SKILLSPrograms: Bloomberg Terminal, Factset, Morningstar Direct, Evestment, Wind Financial Terminal, Microsoft (Excel, PowerPoint, Word)Skills: Equity Research, U.S. & Chinese A-share Equities, Manager Research, Financial Modeling, Marketing, Investment Products, Operations, Energy, Technology, Industrials, Consumer
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