Co-Portfolio Manager for the Domestic and International Small Cap StrategiesSenior Research Analyst for the Large Cap Value Strategy

In this role, my main responsibility was to monitor stocks and industry trends across our three different domestic equity portfolios. I was one of three analysts on the team and was relied upon to provide additional depth to HGK’s investment process. I was expected to build and maintain company models, analyze industry wide trends, as well as conduct fundamental and quantitative research on specific companies within my coverage.

Completed several valuation focused projects under supervision of Research Analysts.Performed portfolio attribution and performance analysis using Factset.Met with the management of several small cap companies to discuss investment opportunities.

- Updated company pricing spreadsheets.- Assisted analysts in various asset classes including equity, high yield bonds, LBOs, and CDOs.