James Weldon

Associate

2020 - 2023

Associate, Partnership Strategies Fund (Jul ’22 – Present) • Senior associate role within ~$1.5B private-equity-style fund of uncorrelated investments (special situations, esoteric trading strategies, tactical opportunities) with a 20% annual return target • Mid-level lead on multiple deals concurrently, managing teams of associates and analysts • Responsible for key due diligence activities, including sourcing, market mapping, micro analysis, deal structuring, modeling, fostering management team relationships, and investment committee presentation Associate, Boylston Emerging Markets Fund (Jul ’20 – Jul’ 22) • One of two investors running a $750M emerging markets equity portfolio • Independently led investment processes in direct equities, equity funds, seed/venture equity, and private equity across Asia, South America, Africa, the Middle East, and Europe • Conducted detailed diligence on dozens of public and private coinvestments, including market mapping, modeling, references, valuation, and analysis of liquidity scenarios • Responsible for deal thesis development, sourcing, due diligence and modeling, investment committee recommendation and approval, risk and portfolio management, and liquidity and cashflow analysis • Co-developed and implemented a direct equity quant strategy managing ~$100M

Associate

2016 - 2020

• Reported directly to the Chief Markets Economist and worked closely with economists and strategists across global equity, credit, rates, FX, EM and commodities • Actively participated in weekly research meetings to identify investment themes and trade recommendations • Built and maintained advanced models for tracking economic data and market themes that were followed by over 1000 clients • Conducted advanced data analysis and econometric modeling • Wrote daily research summaries explaining current market developments using the team's research views and frameworks • Directed deep-dive investment reports that were often cited in the financial press • Conveyed market views and handled bespoke research requests for external clients and for traders and salespeople in the Goldman Sachs Securities Division • Developed corporate finance frameworks and consulted on corporate strategy for Goldman Sachs’s Investment Banking Division

Associate Global Strategist

2014 - 2014