Bulge Bracket Investment Banks
Experience
Permian Investment Partners
Finance
Research Analyst
1/2016 - Present
Generate long/short equity ideas across a variety of sectors, primarily in Europe and US. Conduct deep fundamental and industry analysis, value-added calls/surveys, CEO meetings; present findings to full team with detailed presentations
Incline Global
Finance
Research Partner
1/2013 - 1/2016
Analyzed longs/shorts across industries and geographies, advise on sector exposures and hedges, determine sizing/timing of investments, build / refine research process, communicate our process / investment theses to current / prospective investors, hire and train investment staff. Conducted primary research, built detailed models, engaged management teams on strategy, attended various conferences, prepared extensive presentations detailing recommendations
Barclays Capital
Other
Associate, High Yield Credit Research
6/2010 - 6/2011
Published research on high yield issuers in the gaming, lodging and leisure sectors through analysis of earnings, credit agreements, management meetings, corporate announcements
Barclays Capital
Finance
Investment Banking Analyst
9/2008 - 6/2010
Hired after merger between Lehman and Barclays. Built complex models and presentations/memos for clients, ratings agencies, SEC as part of transaction proposals and deal execution - across diverse range of deal types and industries
Lehman Brothers
Finance
Investment Banking Analyst
7/2007 - 9/2008
Built complex models and presentations/memos for clients, ratings agencies, SEC as part of transaction proposals and deal execution - across diverse range of deal types and industries