New York, New York, United States
• Providing financial and strategic advisory support for early-stage SaaS company. • Developed sound financial planning infrastructure and processes to manage a rapidly growing start-up at every stage of its development.
• Covered 120-130 names, representing 15-20% of fund's total book. • Focused on Consumer Staples, Restaurants and Agriculture sectors. • Generated consistent annual alpha versus the benchmark and S&P in each year of tenure.
• Covered 60-70 names in the Consumer Staples sector within a market-neutral strategy. • Generated long and short ideas based on fundamental, bottom-up analysis and disciplined risk management. • Produced primary research using proprietary industry contacts and channel checks to develop insights and support investment theses.
• Covered 120-130 names in the Consumer sector. • These covered equities represented 20%-30% of portfolio's total book. • Led analysis and generated both long and short ideas within the Consumer sector of a $1.5 billion portfolio, ensuring firm maximized performance and profits from recommendations.