Spencer Key Email & Phone Number

Marin County, Ca

Equity analyst for the SF-based family office of a semi-retired hedge fund manager:- Screening potential long-term (5+ year) equity investments using a bottom-up, GARP philosophy.- Performing due-diligence research and fundamental analysis on intriguing companies, including financial statement analysis, DCF/comparable company valuations, and C-Level management interviews.- Attending industry trade shows to build a network of industry sources, visit company booths, and observe trends… Show more Equity analyst for the SF-based family office of a semi-retired hedge fund manager:- Screening potential long-term (5+ year) equity investments using a bottom-up, GARP philosophy.- Performing due-diligence research and fundamental analysis on intriguing companies, including financial statement analysis, DCF/comparable company valuations, and C-Level management interviews.- Attending industry trade shows to build a network of industry sources, visit company booths, and observe trends (e.g. ICSC events, Shoptalk, CES, NGA).- Delivering buy-side reports (long+short) to portfolio manager, focusing on companies in commercial real estate and retail (e.g. SRG, STRS, ASO, UHAL, TGT, PLNT, Shein, DKS, OSTK, CART) but occasionally in other sectors (e.g. FFWM, GXO, DASH).- Gleaning invaluable wisdom from a 30-year veteran of the hedge-fund industry. Show less

Colorado Springs, Colorado Area

Tutor in Economics and Mathematics, by professor recommendation.

Marin County, California, United States

Internship:- Accepted for brief trial period over winter holiday at SF-based hedge fund.- Learned the basics of equity investing in one-on-one setting with mentor, Mark Friedman.- Assisted in research on smartwatch and mid-range watch markets, compiling data in spreadsheets and constructing industry forecasts.- Ultimately invited to return for a full-time position after graduation.

San Francisco Bay Area

Provided in-home living services, on-site job training, and pre-employment work adjustment programs for individuals with disabilities to help them lead more successful independent lifestyles.

San Rafael, California

Worked autonomously to digitize important portions of years of client files. Finished more than double what was expected expected of me through strong work ethic and quick learning. Not a single error was noted by management.

Bachelor’S Degree, Mathematical Economics, 3.7

Cum Laude & with Distinction in Mathematical Economics

High School Diploma, 4.3