Work directly with portfolio manager to determine optimal portfolio allocation and composition, utilizing proprietary liquidity indicators. Analyze individual publicly traded companies for portfolio inclusion, focusing on undervalued small and mid-cap names. Create hedging strategies primarily consisting of equity options and option spreads on futures. Establish and maintain separately managed accounts with varying investment requirements and constraints. Responsible for trading, monitoring, rebalancing, performance calculation, and management fees.Assist private equity team in due diligence process by attending site visits, developing financial models and assessing portfolio companies’ ongoing performance post-transaction while working directly with their operators to maximize efficiency and profitability.

4-year letterman, Georgia Tech Baseball.