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Work experience

Aug 2008May 2009

Equity Analyst

Real Client Managed Portfolio
  • Forecasted annual and quarterly income statements, cash flow and balance sheets, conducted comparative valuation analysis, discounted cash flow analysis and technical analysis of portfolio companies
  • Provided in-house equity research including written qualitative analysis as well as quantitative forecasting analysis for the current RCMP portfolio and potential investment opportunities
  • Designedandreviewedobjectives,constraints,andinvestment policy relatingtotheclient’s money undermanagement
  • Hedged long-term positions through the buying and writing of derivative products


Bachelor of Arts

May 2008May 2009

Master of Science

University of Illinois

Recipient of MSF Fellowship Scholarship