Associate | Global Equities
Greater New York City Area
● Project manager for a $700K+ portfolio of 4 hedge fund clients and more than a dozen client-users.● Monitored numerous metrics and indicators, and ran frequent analysis reports for portfolio, account and project performance.● Lead teams of 2-6 analysts and ensured project execution, while also contributing to the final product as lead researcher.● Focus on listed equities performance, market-related events, merger activity, and due diligence of operational, strategic, financial and technological trends. ● Research value chain of investment targets/ideas from buy-side clients on names across all verticals (i.e. healthcare, energy, consumer goods, telecom, media, technology, industrials and macroeconomic events).● Monitor clients’ interest/investment ideas lists and proactively reach out with subject matter experts based on market inflections, event-driven news flow (i.e. management changes, M&A activity, spinoffs and updates post earnings calls) and channel checks on retail names.● Track monthly usage patterns for clients and strategize with Account Management team on methods to increase adoption rates.