Research Analyst
Current• Optimized the fund’s data collection strategy and monitoring of key indicators across credit risk, inflation, inventories, supply chains, layoffs, and short interest• Utilized Excel plugins to analyze publicly available financial data (10-K, 10-Q, S-1) across thousands of publicly traded companies to uncover potential long/short investment ideas • Updated models for over 30 financial sector companies following their quarterly earnings reports and assessed their earnings quality • Generated credit exposure analysis for loan portfolios at banks and business development companies at various points in the credit cycle to estimate potential credit losses• Performed regular channel checks through industry expert networks, vendors, and distributors to independently assess the financial health of various companies• Identified key developments in the areas of cryptocurrency regulation, DeFi, Web3, blockchains and presented to the Chief Investment Officer to support the investment process • Tracked cryptocurrency adoption and correlation trends between various tokens, commodities, stocks, and stock market indices