• Performed in-depth fundamental industry and company analysis within the Technology and Communications Sectors• SGA is a $3.5bn long-only investment manager

• Designated as primary analyst for a portfolio of 20 companies in the software and services industry, and responsible for modeling company forecasts, conducting interviews with senior management, and assessing company strengths and weaknesses, competitive landscape, and industry trends• Evaluated companies for rating upgrades and downgrades as a voting member of senior analyst committee• Published research reports and communicated company and industry outlooks to the external… Show more • Designated as primary analyst for a portfolio of 20 companies in the software and services industry, and responsible for modeling company forecasts, conducting interviews with senior management, and assessing company strengths and weaknesses, competitive landscape, and industry trends• Evaluated companies for rating upgrades and downgrades as a voting member of senior analyst committee• Published research reports and communicated company and industry outlooks to the external investment community during conference calls, in-person meetings, and on-site visits• Lead analyst on 10 M&A transactions that resulted in $6 billion in newly rated debt facilities Show less

• Generated long and short equity investment ideas, and recommended to buy, hold, or sell portfolio positions based on assessments of company growth drivers, industry dynamics, and valuation models

• Met with senior management teams and built cash flow models to assess company’s credit worthiness.

• Assisted in supporting external audits, coordinating activities in compliance, and ensuring timely response to documentation requests for the U.S. Securities and Exchange Commission