ABL Originations

Member of the Strategy and Allocation team within UPS's $45B defined benefit pension Trust. Generated risk reports to evaluate the performance of various hedging strategies for Trust’s $11B equity portfolio exposure. Utilized Python to create linear regression program to measure strategies' performance to benchmarks in hedging book.

Lead a team of 13 analysts, consisting of Senior and Junior Analysts covering the IT, Communications, Healthcare, and Real Estate sectors.Assisted analysts and sector Associate Director in the creation of effective, accurate financial reports and equity pitches to the Board of Directors. Member of the portfolio management team to approve equity pitches by conducting macroeconomic research to develop strategies to further the fund's portfolio.Participated in the 2023 CFA Research Challenge winning first place for the Southern Classic region with the equity presentation and report on Pulte Group.

Assisted a team of analysts within the Consumer Staples, Discretionary, and Financials sectors and offer assistance in portfolio management and investment researchMentored analysts in the creation of effective, accurate financial reports and equity pitches to the Board of DirectorsCollaborated with portfolio management team to conduct macroeconomic research to develop strategies to further the fund's portfolio

Created valuation reports and presentations to analyze specific companies, industries, and market overviews for potential investment opportunities. Highlighted growth opportunities, catalysts, and risks for a portfolio with $400,000+ assets under managementRecognized unanimously by management as Analyst of the Year

Create daily market reports highlighting key markets, macroeconomic events, and financial news of current holdings.Monitor portfolio accounts consisting of endowment and client funds ($25M AUM) to create recommendations for asset allocation through asset research.