Sectors:
Locations:
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Max Investment:
Target Investment:
2015
2015
Direct investing/Co-investing across equity transactions, specializing in venture capital / growth equity investing
2014 - 2015
2014 - 2015
International long-short Analyst
2012 - 2014
- Long-short analyst - Financial academic research
2011 - 2012
2011 - 2012
•Assisted professor Raul Katz, Eli Noam, and Robert Atkinson in the “Media Management” book series •Answered research requests given by tele-information professors, updated facts and figures utilizing large databases, and added international and globalization examples and issues to various chapters •Identified companies and organizations, such as government agencies, law firms, and consulting companies, to provide outside industry experts for feedback on the readings
2010 - 2011
2010 - 2011
•Built and maintained large detailed financial models, including profit and loss statements, balance sheets, and discounted cash flow analyses •Performed extensive company research, such as income statement trend analyses, product pipeline breakdowns, future growth evaluations, and long and short term risk assessments, using SEC filings, company calls & presentations, and unpublished industry reports •Monitored sector valuation sheets in search for undervalued and overvalued stocks using enterprise value to sales, price-to-book, and EBITDA multiples •Created correlation analyses between macroeconomic events and individual stocks/sectors to predict large stock price movements •Presented companies to portfolio managers and senior analysts for final investment decisions •Learned how to forecast a model to determine the future value of a company •Conducted coverage over medical device, dentistry, molecular diagnostics, waste management and small-cap pharmaceutical sectors •Executed copious channel checks, including hospital capital equipment budget expenditures and dental patient visit growth •Established relationships with investor relations departments •Assisted the portfolio manager and senior research analysts with additional ad-hoc projects
2008 - 2009
2008 - 2009
·Solely responsible for the monitoring and reporting of CIG's headcount (employees and contractors); reported expense and salary analysis to the CFO of CIG ·Coordinated annual budgets, forecasts, and longer-term projections in CIG and participated in strategic business planning process ·Assembled monthly and yearly financial reports along with monthly presentations for CIG ·Worked with accounting and corporate planning & analysis to review results ·Created "worst-case scenario" reports for headcount, time and travel, and for employee compensation due to the recession