Stock Analyst
CurrentClosely worked on a team of ~30 analysts in overseeing a value-based investment fund with ~$100,000 AUM, achieving portfolio returns that surpassed our SPY & VTV benchmarks through strategic investment decisions and risk management strategiesWork in teams with fellow analysts to participate in sector presentations and stock pitch presentations based on market, sector, and industry research alongside financial analysis allowed by Eikon financial software & BloombergValued companies through financial models such as Discounted Cash-Flows, and Monte Carlo analyses, creating and delivering pitch decks and performance updates