- As lead analyst for Local Media, responsible for strategic analysis, financial modelling and communication of investment recommendations for Local Media companies as well as researching and monitoring broad trends in the Media and Communications sector. Primary coverage included Movie Theaters (AMC, Cinemark, Regal, Carmike), TV Broadcasters (Sinclair, Nexstar, TEGNA, Gray, Media General) and Radio (Townsquare, Sirius) companies. - Executed financial forecasting and corporate financial statement analysis including income statements, balance sheets, and cash flow statements; assessed company health, risks, and opportunities.- Led deep-dive research into industry trends and company-specific issues to construct equity valuations. Performed extensive M&A analysis from free cash flow accretion to balance sheet capacity and regulatory concerns.- Presented recommendations to investors in written and oral formats; consistently earned top rankings in client surveys for enhancing vision into companies’ financial and market positions. Developed and maintained relationships with C-level executives and industry experts.

- Senior Advertising and Publishing analyst covering advertising agencies (Omnicom, Interpublic, Sapient), newspapers (Gannett, New York Times, McClatchy), professional publishers (Thomson Reuters) and digital media (National CineMedia, Synacor).- Led forecasting for earnings estimates and made investment recommendations, producing financial reports and crafting/delivering client presentations; interacted with C-level executives and investors.- Assessed corporate P&L situations with a focus on media and technology companies; conducted fundamental analysis to glean insights into financial performance.- Built detailed views of business drivers and expected outcomes alongside companies’ strategic positions; utilized financial models and assessed key performance indicators (KPI)/metrics.

- Senior associate covering the Media, Entertainment, and Cable/Satellite industries.- Owned financial research projects on small and large, globally operating companies; forecasted revenue and earnings, conducted industry analysis, and produced reports to guide data-driven decisions. - Assessed company growth opportunities and ability to respond to external factors (e.g., regulations, industry trends, economic forces, consumer behavior).

- Research associate on the Valuation & Accounting teams.- Built financial models from scratch to assess intrinsic company values and ran scenario analyses; collaborated on development of integrated financial models. - Advised leadership on impacts of accounting rule changes, notably pension and stock option expensing.

- Research analyst on Convertible Sales & Trading and Proprietary Trading Desks- Utilized financial models to value investments, estimated volatility/credit spreads, and conducted ad-hoc financial analysis and reporting to steer investment decisions.- Used various technologies including Perl, SQL, VBA, Java to gather, analyze and interpret data sets and incorporate that data into investment recommendations.