Strategic and intuitive financial services professional with strong investment acumen and a track record in generating alpha.Experience interfacing with various investment stakeholders and 360-degree industry knowledge well suited for an Investor Relations role. Outstanding oral and written communication skills, financial and investment analysis acumen, and presentation ability. Buy-Side Analyst / Portfolio Manager with experience covering the industrials, energy, material sectors and a passion for value investing. Experience across the capital structure; specializing in equity, convertible and high yield markets. Successful in leading and timing buy/sell recommendations to deliver optimal performance. Energetic, resourceful and collaborative team player. Partnership builder. Skilled at cultivating trust and managing communications with company management and portfolio managers. Strong interpersonal skills and relationship management acumen with ability to communicate complex concepts clearly.Capable leader. Demonstrated talent for building, developing and mobilizing agile and high-performing investment teams. Ability to handle sensitive information, thrive in high-stress environments, navigate uncertainty, and deliver on tight deadlines.Passionate strategist. Deeply committed to an investment philosophy focused on improving cash flows and undervalued assets. Intellectually curious with an insatiable appetite to learn and a proficiency in anticipating and resolving complex problems.Adaptable and innovative. Knowledgeable across all aspects of fundamental equity and credit analysis. Entrepreneurial mindset with proven ability to pivot quickly in response to market volatility. Experience as a business owner and employee at small-scale enterprises and large corporations (e.g. $9B hedge fund and a $16B money management firm). Prior roles in controllership and financial analysis within wealth management and financial services (Merrill Lynch) and data and analytics (Dun & Bradstreet).Intuitive + data driven. Combines extensive industry participation and leverages data & insights platforms to identify market trends.Keen eye for spotting positive change signaled by key market events including Insider Buying, Increasing Dividends, Share Repurchases, Sale or Spin of a Division, Management Change or Industry Consolidation.CORE COMPETENCIESPortfolio Management | Investment Analysis | Financial Statement Analysis | Credit Analysis | Discounted Cash-Flow Analysis | Valuation Analysis | Competitive Analysis / Market Research | Investment Strategy