- Portfolio Management: selection, risk and cost management, process review
- Risk Assessment: fundamental, valuation
- Consumer, Health Care, and IT Research: >80% Industry Groups
- Strategic & Sustainability Analysis: positioning, activity systems
- Relationship Management: service, communication
- Financial Modeling & Analysis: forecasting, scenario analysis
Earned outsized influence on Investment Committee consisting of 7 Portfolio Manager/Analyst with over 20 years average experience. Lead analyst on securities representing 20% of firm's assets under management.
Built unanimous support for investment transactions totaling more than $300 million.
Proven investment judgement. More than half of purchase and sell recommendations were successful versus market benchmark.
Acted as lead portfolio manager for high net worth and institutional clients with combined assets over $100 million.
Led due diligence and analysis on additional investment strategy that would increase the firm’s value by 50% in 3 years.
Developed and implemented new strategy for IT department that reduced involvement of senior partners in non-core IT duties by >50%.