Manage portfolio and stock ideas for New York based long/short and capital markets focused hedge fund. Engage in detailed, bottom-up, fundamental analysis of IPOs and secondary offerings of companies in various sectors. Utilize analytical abilities to decipher information in all SEC filings, press releases, company conference calls and in discussions with executive management. Assess strength of company and industry fundamentals and company liquidity positions. Project earnings estimates, price targets and valuations through earnings models and conduct DCF and sum of the parts analysis. Break down details of offering including size, reasons for the raise or sale, volume of the stock, insider participation, etc. Speak to sell side book runners including specific individuals running the transactions. Provide feedback and suggest fair pricing of transactions to sell side. Make decisions based on conference calls with company, financial statement analysis, comp analysis, valuation, etc. Use allocation as entry point for a long term position or a short term trade depending on internally generated price targets. Further, invest in private companies with the intention to come public within 18 months of investment. Analyze company based on financials, projections, comps and models and speak to company management. Moreover, use fundamental analysis to take positions in stocks in various sectors that are not capital market transactions. Monitor, hedge and trade positions.

Generate stock ideas for New York based long/short equity hedge fund with a focus on the industrial, transportation, cyclical and homebuilders/building products sectors. Engage in detailed, bottom-up, fundamental analysis. Utilize analytical abilities to decipher information in all SEC filings, press releases, company conference calls and in discussions with executive management and industry specialists. Assess strength of company and industry fundamentals and company liquidity positions. Project earnings estimates, price targets and valuations through earnings models and conduct DCF and sum of the parts analysis. Identify securities with the most or least attractive characteristics, assess and manage risk/reward and gauge sentiment. Draft research reports and valuation comp sheets. Speak to sell-side regarding specific companies. Attend conferences and consistently meet with management of companies under coverage. Monitor and trade positions.

Generate all stock ideas for New York based long/short equity hedge fund with a strong focus on the industrial and cyclical sectors. Engage in detailed, bottom-up, fundamental analysis. Review, analyze and interpret SEC filings, press releases, company conference calls and engage in discussions with executive management or industry specialists. Assess strength of company and industry fundamentals and company liquidity positions. Project earnings estimates, price targets and valuations through earnings models and conduct DCF and sum of the parts analysis. Speak to sell-side regarding specific companies. Attend conferences and meet with management. Monitor and trade positions while managing risk and balancing long/short exposure with the appropriate hedges, while limiting correlation to the overall market.

Recommended long/short investment ideas for hedge fund clients of institutional broker-dealer with a focus on the industrial, homebuilding, building materials, and cyclical sectors. Interpreted SEC filings, listened to conference calls, followed company and industry data, and utilized analytical abilities to interpret strength of company fundamentals (continuation of buy side duties described below). Projected earnings estimates and price targets through models including DCF analysis and sum of the parts projections and calculated liquidity ratios. Spoke and met with company management and industry experts. Advised clients.

Comprised long and short investment ideas for large, established long/short hedge fund with a focus on industrial, homebuilding and building materials sectors. Projected future earnings estimates for companies and generated price targets through earnings and DCF models. Drafted research reports and valuation comp sheets. Read and interpreted SEC filings, listened to conference calls, followed company and industry data, and analyzed data accordingly. Attended conferences and met with company management including CEOs, CFOs and investor relations. Analyzed, interpreted and tracked industry and company specific data as it was released, and made investment decisions. Liaised with sell-side on industry trends and company specifics. Discussed investment ideas with Portfolio Manager. Monitored how positions traded and made recommendations.