Analyst

• Collaborate within 3-person investment team managing $1.5B across L/S tactical and long-only vehicles; responsible for idiosyncratic idea generation within U.S. generalist public equities mandate, with primary focus on TMT vertical • Maintain primary semi & hardware coverage universe of ~20 names; subsector focus on accelerated computing, CPU, EDA/IP, copper/optical networking, memory/storage, semicap equipment, enterprise servers, & smartphones • Cover single-names across payment networks, uniform distributors, warehouse clubs, hotel c-corps, & restaurants • Coded web scraper via BeautifulSoup and pandas, extracting 30,000 pricing and model-level specification datapoints from 11+ countries for RACE SKUs, enabling regression analysis on depreciation curve and residual value trends

Academy Associate

• Offered third rotation with Miami-based energy PM; focus on U.S. and Canadian O&G value chain • Underwent 6-month training taught by Wharton/Kellogg professors & HF analysts/PMs; covered accounting, data analysis, corporate finance (M&A, LBO, distressed), operations, & 14 stock pitches (memo & model) across consumer (restaurant, retail, beverages, CPG), industrial (A&D, building products), and tech (semiconductors) • Rotated on 14-year tenure consumer team, focusing on consumer staples/CPG; ramped on CELH, analyzing market share drivers; pitched short on declining c-store velocities despite higher promo intensity, suggesting structural weakness in CELH’s core consumer; unless promo efficacy improves, CELH market share losses should continue • Rotated on 10-year industrial/energy team, completing 3 pitches & model deliverables within multi-industrials; main pitch was long DY, arguing rev uplift from BEAD grant program was underappreciated; DY’s ~18% telecom EPC market share + subgrantee selections within N6M should generate FY27 21% rev and 30% EBITDA beats • Led 5-person team through 18 corporate finance case studies; covered M&A, LBO, & credit concepts and modeling

Summer Analyst

Liquid Credit Summer Analyst

• Developed 20-page deliverable on PIMCO’s D&I Fund, including competitor yield, flow, & asset allocation analysis

Career Prep Fellow