EMPLOYMENT

Archery Capital, LLC (Fund of Hedge Funds) New York, NY

Analyst – Portfolio

Management January 2006 – December 2008

Responsibilities throughout investment process

 Assisted in sourcing, screening and researching external hedge fund managers for potential investment

 Managed and analyzed qualitative and quantitative data for existing and potential hedge fund investments

 Maintained internal risk management and data storage programs, including custom-designed spreadsheets

 Generated and maintained write-ups of all current and potential investment manager meetings

 Prepared monthly and quarterly reviews of each manager and aggregate portfolio for Investment Committee meetings

 Participated in subscription, redemption, and position sizing decisions

 Introduced quantitative concepts to manager research and portfolio management processes

 Helped manage portfolio liquidity and cash flow

 Monitored media sources for mention of portfolio investments or industry trends and delivered weekly reports

 Attended capital introduction conferences and assisted in maintaining capital introduction relationships

 Assisted in stock selection and performed operational duties for internal long/short equity hedge fund

 Reported directly to CEO/CIO and Senior Analyst on all investment-related issues

Assisted in all aspects of client relations

 Drafted monthly client updates, including market commentary and portfolio performance

 Responded to institutional requests for proposals

 Created and updated portfolio-related marketing material for investor relations team

 Helped to formulate approach of marketing team by advising on portfolio characteristics and market conditions

 Prepared speeches and presentations for key employees’ appearances at industry events

Other

 Recruited, interviewed and hired Analyst Interns

 Promoted from Analyst Intern to Junior Analyst (June 2006) to Analyst (June 2007)

UBS Financial Services, Inc. New York, NY

Summer Intern – Municipal Securities Sales and Trading June – August 2005

Acted as middleman between national UBS broker network and municipal securities traders

 Accepted and processed a high volume of orders for various types of municipal securities

 Fielded inquiries from the UBS broker network regarding bond covenants, pricing and availability

 Devised methods to efficiently target broker network with inventory securities

 Created hypothetical portfolios for individual and institutional clients using in-house systems

 Participated in securing and bidding on negotiated and competitive new issuances

UBS Financial Services, Inc. Wellesley, MA

Summer Intern – Wealth Management June – August 2004

Provided general assistance to Branch Manager and two teams of financial advisors

 Produced leads for retail and institutional products, including prime credit lines and certificates of deposit

 Assisted in document preparation and database management

EDUCATION

Hamilton College Clinton, NY

 Bachelor of Arts in Economics, June 2006

 Additional coursework in Finance, Accounting and Mathematics

 Business and Economics Editor for The Spectator, Hamilton’s student-run newspaper (2005 – 2006)

OTHER

 Proficient in Bloomberg, PerTrac and Microsoft Office (Word, Excel, PowerPoint and Outlook)

 Big Brothers/Big Sisters of New York City

 Avid reader and ice hockey player

 Candidate for CFA

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