Manager Management

ASHISH S. DESAI, CFA

646-***-**** (cellular) • **********@*******.***

**** *********** **. • Atlanta, GA 30345

OBJECTIVE

Financial professional with deep skill set in financial and economic analysis, company valuation, and securities research looking

for role in investment research

PROFESSIONAL EXPERIENCE

Bretwood Capital Partners – Atlanta, GA Apr. 2009 – pres.

Senior Equity Analyst

• Generate and research ideas in all sectors for a large-cap/mid-cap, value fund and an all-cap, long/short hedge fund

• Highlighted Sectors: Consumer/Retail, Financial Services, IT, Energy

• Conduct financial statement analysis, create financial models and perform channel checks to value companies

• Service institutional clients (endowments, pensions) and high net-worth individuals

• Compile and analyze macroeconomic research to formulate economic forecast

• Collaborate with portfolio manager to formulate portfolio strategy

• Assist in training junior analysts in valuing equity securities

Colony Capital Management – Atlanta, GA 2006 – 2008

Equity Analyst (market-related downsizing)

• Independently generated and researched all ideas for a $300 MM fund investing in large-cap and mid-cap equities that

outperformed the S&P 500 for three consecutive years

• Highlighted Sectors: Consumer/ Retail, Financial Services, Industrials, Technology

• Conducted all fundamental research including financial, statistical and economic modeling

• Participated on the investment committee to make portfolio management decisions

• Communicated with sell-side research analysts to gather more company-specific information

Adams Capital – Atlanta, GA 2005 – 2006

Associate (progressed to position in investment management)

• Created financial models (discounted cash flow, comparable company analysis, comparable transaction analysis, capitalized

cash flow) to value public and private equity companies in a variety of industries

• Performed complete valuations/transactions, including completed reports for over thirty companies

Digital Broadband Resources – Duluth, GA 2003 – 2005

Business Development Manager (return to financial services)

• Created and maintained new business relationships to provide staffing resources to technology firms

J.P. Morgan - New York, NY 2000 - 2001

Analyst (merger-related downsizing)

• Created financial models to conduct due diligence on internal M & A transactions

• Conducted projects to improve performance that resulted in savings of greater than $100MM

EDUCATION

Duke University, The Fuqua School of Business – Durham, NC 2011

Master of Business Administration

Georgia Institute of Technology (Georgia Tech) - Atlanta, GA 2002

Master of Science - Economics (Finance)

University of California, Los Angeles (UCLA) - Los Angeles, CA 1997

Bachelor of Arts - Economics (Graduated in three years)

ADDITIONAL

• Bloomberg, Axys, Capital IQ, S&P Research Assistant, Microsoft Office, Sumzero Contributor, Mentor – Blue Chip Careers

• Additional: Natural-born U.S. Citizen, Attended Nick Bollettieri Tennis Academy, Volunteer – March of Dimes

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