- Conducted financial analysis and completed equity research projects for firm with over $14 billion AUM
- Provided insight on investment decisions within the Large-Cap SELECT Strategy Team with over $5 billion in AUM
- Built revenue, expense, and DCF models to estimate 1-3-5 year return targets for several companies of interest, resulting in a new
- Updated analysis from Michael Mauboussin's 2016 Base Rate Book, screening for potential investment ideas with factors such as