Stamford, Connecticut, United States
Specialties: accountancy, analysis, business plans, color, customer relations, due diligence, equities, investments, investor relations, machinery, presentation skills, research, strategic, transportation,
- Industrials Research Analyst, US Equities - Responsible for investment research in all capital goods sectors: multi-industry, electrical equipment, machinery, aerospace & defense, transportation and engineering & construction. - Support diverse mandates (large cap value, large cap growth, global, income, concentrated research) through bottom-up fundamental research and analysis and effective communication of sector views. - Strong idea generator and consistent alpha contributor to large portfolios through identification of undervalued stocks based on rigorous evaluation of companies’ prospects for growth and improved profitability. - Effective communicator of new ideas to portfolio managers. Skilled interviewer of companies, sell-side analysts and industry experts as part of the research process.
Wholly owned institutional investment subsidiary of the General Electric Company with over $119B in assets under management, including $45B in public equities. - Responsible for investment research in all capital goods sectors: multi-industry, electrical equipment, machinery, aerospace & defense, transportation and engineering & construction. - Collaborated with pm / analyst teams on presentations of various industrial investment topics (nuclear, electrical grid, infrastructure, water) to Domestic Equities department. - Recommended strategies for addressing buy-side concerns towards GE stock at the request of GE Investor Relations. - Skilled at leveraging the resources of, and contributing to, a $240B Company. Interact with GE Infrastructure business managers to gain perspective on industrial end markets. Presented key competitor analysis to GE’s Consumer & Industrial business.
- Initial coverage included consumer staples. - Expanded coverage to include large cap multi-industry names. Supported six portfolio managers with differing styles.
- Responsible for sourcing, due diligence and underwriting on over $100mm of direct PE investments. - Lead asset manager for $150mm direct deal portfolio, including extensive work with management teams on development and execution of business plans. - Served as a member of the board of directors for four portfolio companies.