Oct 2024 – Jan 2026 · 1 yr 3 mos

• Impact-Focused Research: Conducted comprehensive bottom-up research blending equity fundamentals, thematic trends, and macroeconomic drivers to deliver actionable investment strategies. Identified key macro themes and guided clients and internal sales teams with insight-led strategic recommendations
• Data Analysis: Handled extensive datasets within the Americas coverage universe, leveraging fundamental metrics to uncover trends and strengthen investment strategies
• Publications & Reporting: Authored and presented detailed research reports for clients and internal stakeholders, delivering thematic insights and analysis through Idea Radars
• Portfolio & Basket Rebalancing: Managed and rebalanced Bloomberg-tradable GS US M&A, Oil, and SMB baskets, supporting 80+ clients in optimizing their trading positions
• Research Deliverables: Led end-to-end production of recurring daily, weekly, and monthly products covering earnings revision trends, factor-style insights (value, growth, momentum), ETF flow and performance analysis, and multiple internal screening frameworks
• Cross-Sector Macro Research: Partnered with Consumer, Industrials, and TMT teams to assess the impact of macroeconomic scenarios (e.g., government shutdowns, tariff increases) using historical data and forecasting frameworks. Generated actionable insights by identifying stocks and sectors with the highest upside/downside potential for calls and puts
• Performance Strategy & Analytics: Designed and maintained a multi-factor performance scoring framework for 100+ lead analysts, integrating rating distribution accuracy, stock performance, and call visibility metrics
• Data-Driven Decision Support: Analyzed performance analytics linking analyst behavior with outcomes, enabling data-backed compensation decisions.
• Cross-Functional Collaboration: Partnered with senior management to refine KPIs and performance thresholds, improving fairness, transparency, and alignment of analyst incentives

Dec 2022 – Dec 2024 · 2 yrs

• Deal Support: Supported deal origination and execution by preparing bespoke client and target profiles, conducting trading and transaction comparables, performing valuation analysis (DCF, LBO, SOTP), and executing accretion/dilution merger modeling
• Sector Expert: Served as the sector expert and point of contact for Aviation and Paper & Packaging within the primary coverage.
• Prepared monthly and quarterly newsletters encompassing sector analysis, trading performance, key valuation multiples, and macroeconomic drivers
• Transaction Experience: Advised on ~$2bn sale of a major U.S. space systems business (Veritas + CAES Space Systems), leading valuation work (DCF, LBO) and screening 30+ strategic and sponsor buyers to evaluate strategic fit, conducted valuation analyses including precedent transactions, DCF, and LBO methodologies, and supported bid assessment and recommendations

Apr 2021 – Dec 2022 · 1 yr 8 mos

May 2020 – Sep 2020 · 4 mos

• Developed innovative supply chain architect specializing in designing and implementing network solutions that optimize operational efficiency, reduce costs, and enhance overall performance.
• Leveraging advanced analytics and strategic thinking, created dynamic frameworks that seamlessly integrate suppliers, manufacturers, distributors, and retailers.
• Bought data to life through compelling visuals that convey insights at a glance. From interactive dashboards to immersive presentations, harnessed the power of visual storytelling to drive understanding and decision-making.

Feb 2020 – Feb 2020 · 0 mo