Investment Analyst
Sn Phelps & Co.
• Worked alongside Chairman and Portfolio Manager to maintain, build, and analyze equity portfolio• Provided fundamental analysis on current and potential investments for Chairman and Portfolio Manager• Created equity summary sheets using Bloomberg to help inform investment decisions• Gained extensive knowledge in compliance and audit processes through working with international portfolio companies • Led due diligence on lease buyout and debt restructuring of Central Trust Tower resulting in additional $7MM of incremental profit• Assisted in the development of a marketing strategy by evaluating potential target markets, distribution channels, pricing strategies and growth potential for Clear Springs Land Company• Studied and constructed comprehensive financial models depicting forecasted earnings, revenues and price targets for different agricultural products such as blueberries, strawberries, and grape tomatoes• Performed financial and fundamental due diligence on groups of diversified growth companies in the oil, gas, coal, energy, and agricultural sectors• Helped team achieve 20% return in 2011