Description
PROFESSIONAL SUMMARY A highly motivated, results driven investor with experience spanning both the Buy-Side and Sell-Side Wall Street Equity Research to the working in the technology industry and project management. My skills include equity research, portfolio management, business development, technology project management, consulting, and business process improvement. * * U.S. Steel and Carnegie Pension Fund 2013 - Present * Senior Investment Analyst * Research, analyze and present to the investment committee equity investment opportunities within various industries for the U.S. Steel Pension Fund. * Focused on the Retail/Apparel/Luxury, Gaming and Lodging, Homebuilding and Building Products, Managed Care, and REIT industries. * Monitor and manage investment portfolio holdings by attending conferences, listening to quarterly conference calls, talking with sell-side analysts and with company managements. * Provide industry specific qualitative support for our bond portfolio investments. * Develop, author and present industry related thematic pieces to the investment committee.
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