Originated investment ideas in public equities in the global technology and consumer sectors.

Conducted detailed financial analysis and field-level primary research to form long and short investment recommendations.

Assumed direct P&L responsibility for trading and position sizing decisions on covered names.

Led public equity coverage efforts, particularly focusing on soft catalyst event-driven opportunities

Structured and underwrote transactions in the life sciences and healthcare sectors by employing customized investment products including senior secured loans, royalty securitizations and monetizations, and acquisition of legacy pharmaceutical assets.

Monitored portfolio investments by tracking performance monthly and summarizing developments in asset management reports.