- Implemented actively-managed portfolio strategies for multiple private funds, client assets, and personal investments.
- Developed proprietary investment research with actionable investment ideas for global markets during volatile market environments.
- Managed investor relations and performance reporting for hedge fund clients.
- Actively raised client assets to build an investment management business from the ground up.
- Utilized derivatives to hedge portfolios for investment funds and client accounts.
- Built volatility strategies for client portfolios to mitigate market risk during high-stress market environments.
- Created and presented investor pitch decks on portfolio strategies and private funds to prospective clients.
Focus areas: Alternative Investments, Portfolio Management, Stock Trading, Derivatives, Options Trading, Investor Relations, Hedge Funds, Economics, Investment Research, Investment Performance Reporting, Hedging, Equity Investment, Equity Research Analysis, Financial Analysis, Financial Statements, Futures & Options, Capital Raising, DCF Valuation, Value Investing, Performance Analysis, Investment Capital Raising, Valuation, Peer Comparison, Inventory, Trend Analysis, Consumer Trends, Stock Analysis, Asset Valuation, Technical Analysis, Discounted Cash Flow (DCF), Interest Rate Risk, Financial Presentations, Data Analysis, FX, Global Banking, Operational Finance, Annual Budgets, CAPEX, Cash Management, Financial Consultation, Financial Modeling, Investments, Ethics, Pro Forma Financial Statements, Tax Reporting, Depreciation, Investment Funds, Financial Planning & Analysis (FP&A), Financial Regulations, Finance, Technical Writing, Microsoft Excel, Zoom, Microsoft Teams, Microsoft PowerPoint, Microsoft Word, Cost Efficiency, Financials, Pitch Decks, Fundraising, Reporting, Business Strategy, Due Diligence, Three-statement Modeling, Excel Expert, Financial Services, Asset Management, Bookkeeping, Profit & Loss (P&L), P&L Management, Equity Research, Trade Finance, Business Models, Startups, Business Modeling, Business Planning, Investment Manager, Investment Thesis, Volatility, Risk Management, Equity Markets, Fund Management, Pricing Models, Energy, Budgeting, Cash Flow, Analysis, Systems & Procedures, Small Business, Small Business Consultants, United States, Research, CFO, Bank Reconciliation, Reconciliation, Equity Derivatives, Stock Market, Chartered Financial Analyst (CFA), Fundamental Analysis