Alternative Investment Manager Selection January 2010 to CurrentAIMS － New York, NY
Advise and manage large alternative investment portfolios for corporate pensions including investment research, portfolio construction,
re-weighting recommendations, and investment monitoring.
Play a leading role in managing a $6bn alternatives program for a corporate pension with an emphasis on middle market private equity;
conduct investment analysis and due diligence and monitoring activities; provide monthly updates on investment views and performance.
Work closely with co-CIOs of hedge fund and private equity verticals in developing market views and thematic investment ideas; lead quarterly
discussion with broader investment team on articulating current investment and market views.
Formulate macro and tactical asset class views across credit and equity asset classes through fundamental and technical analysis.
Drive implementation of tactical views (e.g., high yield positioning)across liquid alternative funds and separate accounts.
Pitch clients on product offerings including customized accounts and fund of one structure resulting in new mandates
Insurance Investment Strategy, GSAM Insurance Asset Management.
Led investment strategy effort for the insurance business through multi-asset class research and development of tactical views.
Authored thematic investment research and whitepapers on topics such as opportunistic credit, positioning portfolios for a growth
environment, and capturing illiquidity premium in credit and private assets.
Played a leading role in the development of a $1 billion middle market senior loan product tailored for an insurer's balance sheet.
Led and developed the GSAM Insurance Survey which analyzes macroeconomic outlook and asset allocation decisions of CIOs and CFOsPerformed investment research on various alternative asset classes (e.g., private debt, hedge funds, private equity) for largest clients; developed white papers and presentations to help foster on-going CIO level dialogue with clients.
Authored credit white paper that was widely distributed to large GSAM clients; white paper helped initiate several SMA mandates and in depth evaluation of GSAM investment products.
Associate January 2010 to September 2010COWEN & CO － New York, NY
Drafted offering memorandum for capital raises and created marketing presentations on various financing strategies; performed valuation analysis on several client companies.
Built financial models for leverage buyout targets and traditional M&A transactions.
Analyzed industry sub-sectors through comparable company analysis, research, and valuation methods.
Created pitches for sell side opportunities, capital raises, and unique structures for distressed banks.
Drafted engagement letters, screening memos, and investment memorandums for proposed transactions.
Associate Product Strategist January 2005 to January 2007MOODY'S INVESTOR SERVICES － New York, NY
Led development, launch, and enhancements of new credit and equity product offerings.
Associate January 2003 to January 2005WACHOVIA SECURITIES － New York, NY
Analyzed competitive performance of financial service sector (focus on brokers and asset managers); drafted initiation of coverage reports.
Vice President GOLDMAN SACHS & CO
Master of Business Administration : 2009THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA － Philadelphia, PASummer internship in Consumer/Retail Banking at Goldman Sachs & Co
Masters of Science : International Political Economy, 2003THE LONDON SCHOOL OF ECONOMICS & POLITICAL SCIENCE － London, UKInternational Political Economy
Bachelor of Arts : International Relations and German Economics, 2002TUFTS UNIVERSITY － Medford, MAInternational Relations and German Economics Magna Cum Laude
travel, reading, cooking, swimming and Pilates
Highly proficient in German, proficient in Spanish