Functional Skills

Data Visualization / Reports

Software Skills

Microsoft Office
Microsoft Excel
BigData

Certifications

CFAChartered Financial Analyst

Sector Experience

Financial Services

Experience

Desai Capital Management Finance
CEO/Portfolio Manager
1/2013 - Present
• Create and actively manage equity portfolios which have outperformed the benchmark since inception (figures available)
• Conduct all research and analysis (financial, economic, statistical) to value companies in every sector
• Perform all executive and administrative duties for the company
• Develop relationships with current and potential clients to expand business
Bretwood Capital Partners Finance
Senior Equity Analyst
5/2009 - 12/2012
• Generated and researched ideas in all sectors for a large-cap/mid-cap, value fund and an all-cap, long/short hedge fund
• Conducted financial statement analysis, create financial models and perform channel checks to value companies
• Serviced institutional clients (endowments, pensions) and high net-worth individuals
• Compiled and analyzed macroeconomic research to formulate economic forecast
• Participated on portfolio management committee to vote on security selection
Colony Capital Management Finance
Equity Analyst
5/2006 - 11/2008
• Independently generated and researched all ideas for a $300 MM fund investing in large-cap and mid-cap equities that outperformed the S&P 500 for three consecutive years
• Conducted all fundamental research including financial, statistical and economic modeling
• Participated on the investment committee to make portfolio management decisions