Tech Sector Portfolio Manager

Starting June 2025Leveraged Finance

-Researched an equity holding and initiated a new name; compiling a report, model, and intrinsic value for each.-Engaged with C-Suite executives, discussing corporate strategy, unit economics, and capital structure.-Presented to the Small and Mid-Cap Investment Committees, research impacted ~2% of fund composition.-Prepared client sales materials, drafted Corporate Engagement policy, and wrote annual macroeconomic update.

-Developed tenant insurance audit process and Excel model used for tracking portfolio compliance company-wide.-Identified non-compliant tenants, and improved the portfolio’s compliance 50% over the course of the internship.

-Provided in-depth research on four Consumer Discretionary stocks selected from the firm’s screen.-Built DCF and 3-statement Excel financial models to assess valuation and performed financial statement analysis.-Presented investment thesis, models, and industry overview, with corresponding rating, to Portfolio Manager.