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I am seeking analyst opportunities with an investment management firm that conducts bottoms-up, fundamental research.

Work experience

Jun 2007Present

Investment Research Analyst

Ruane, Cunniff & Goldfarb
One of 8 professionals responsible for researching public equity investments for the firm’s $2.7 billion Sequoia mutual fund and ~$7 billion in privately managed accounts. The firm has a long-only, concentrated investment style and primarily focuses on mid-cap companies in all industries. • Conduct equity research by evaluating relevant public company information, constructing financial models, performing valuation analyses and meeting with company management. • Perform primary research on potential and existing investments by speaking with former company employees, private competitors and other relevant industry participants as well as attending industry tradeshows and conferences and speaking with the attendees. • Regularly author memos (~3 a week) that detail my due diligence on existing and potential research projects in order to communicate them to the firm’s portfolio manager. • Responsible for the ongoing evaluation of two current firm holdings, O’Reilly Automotive and Omnicom, and their respective industries.
Jun 2003Jun 2005

Private Equity Associate

MTS Health Partners

One of 6 professionals focusing on healthcare services’ private equity and advisory transactions. • Managed and performed transaction-related due diligence, interacting with lenders, lawyers, company management and investment bankers for advisory and private equity transactions. • Evaluated prospective investments by writing investment summaries, performing preliminary due diligence and attending management presentations. • Constructed financial models to forecast earnings, cash flows and investment returns.

Jun 2000Jun 2003

Investment Banking Analyst

Bear Stearns
• Developed financial models for mergers and acquisitions and leveraged buyouts; utilized comparable company, precedent transaction, discounted cash flow and pro forma analyses. • Performed and presented financial analysis, assisted in due diligence and prepared internal committee memorandums and client presentations for 5 mergers & acquisitions transactions. • Promoted to third year analyst position (~10 promotes in global class of 100+).






Emory University