EXPERIENCE
Equity Intern
PUTNAM INVESTMENTS
June 2025 - August 2025
- Pitched a small-cap value stock as part of a 3-day externship completed in August 2024, only intern selected from 30+ externs
- Initiated on the global humanoid market, assessing TAM and growth drivers to inform equity investment recommendations
- Drove independent research and pitched two Industrials stocks through creative fundamental and data-driven processes
Equity Intern
LEX HILLS CAPITAL
(Asia ex-China long-only equity product predominantly invested in India)
2023 - PRESENT
- Creating versatile models and live screens for use in the India fund while leveraging the Bloomberg Terminal
- Attending webinars and in-person conferences to continue learning about global equities and emerging market research (including collaborative work with Promethos Capital in summer 2024)
Analyst Director (Portfolio Management)
MELIORA FINANCE & INVESTMENT GROUP
September 2024 - PRESENT
- Researched various companies within the TMT sector such as NVIDIA, Apple, and META. Track TSMC and its semiconductor competitors daily on Bloomberg terminal provided by the Simon Business School
- Pitched TSMC to directors who manage the $1M AUM Meliora student-led fund; won most votes and stock was added to the portfolio
Analyst Director (Tech & Industrials)
MELIORA FINANCE & INVESTMENT GROUP
September 2023 - PRESENT
- Elected to lead 60+ members, who drive sector and company research in the TMT and industrials sectors; working on valuation techniques including DCF and comparables driving differentiated conviction
- Work with portfolio managers in weekly meetings to funnel stock ideas from sector groups to meet long-term portfolio goals