Description
I would like to utilize my Due Diligence experience at a Fund of Hedge Fund or in an organization, such as a Family Office, Foundation or Endowment, that conducts manager due diligence. I also feel the quantitative and analytical skills could also be parlayed into a research analyst position. I would like to return to a more analytical field with a balance of qualitative and quantitative work. Writing samples available.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Cohen & Steers Capital Management | (Confidential) | 11/2007 - 7/2008 |
| Bear Stearns & Co | (Confidential) | 10/2005 - 5/2007 |
| JPMorgan Private Bank | (Confidential) | 10/2003 - 9/2004 |
| JPMorgan Chase & Co | (Confidential) | 10/2001 - 10/2003 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Georgetown University | Double: Finance & International Business | 2001 | Bachelor Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Blog | Long or Short Capital | media url | It's not really work related, but if anyone can find humor in finance, it's this site (though often the humor may be blue). |
Accomplishments
Highlights:
Companies I like:
investment consulting firms, family offices, multi-family offices, fund of funds, fund of hedge funds, foundations, endowments.
Job Skills
Keywords
Responsibilities
Recently played a significant role in winning a $75 million corporate defined benefit plan allocation and a $25+ million yet unfunded Large Cap Value mandate, by contributing relevant data, including the writing the RFPs, performance attribution and commentary, portfolio analytics, performance reports, and peer group analysis.
Led the effort, and collaborated with the portfolio manager, to create the initial AIMA Due Diligence Questionnaire and monthly fact sheet for prospects and clients for the newly launched Global Real Estate Securities Long-Short Fund.
