Henry Mitchell Jr.
*** ***** **** ******, ***. NPHD
Brooklyn, N.Y. 11249
*****@*********.***
EXPERIENCE Long/Short Equity Fund Name Withheld, New York, N.Y. 2014 - present
Portfolio Manager
Serving as Portfolio Manager for startup long/short equity fund. Currently in fundraising phase.
Name is publicly withheld as Managing Partners currently have existing obligation s with other firms.
Carrick Capital Partners, New York, N.Y. 2012 - 2013
Co-Founder, Head of Research and Assistant Portfolio Manager
Co-Founder of startup long/short credit hedge fund. Investment focus includes investment grade, high yield,
distressed and sovereign credit. Suspended launch at the end of 2013.
Tandem Global Partners, New York, N.Y. 2010 - 2012
Head of Research and Assistant Portfolio Manager, Credit Opportunity Fund
Co-Founder of startup long/short credit hedge fund with a group of collea gues from the ML Principal
Investment Group. Investment focus included investment grade, high yield, distressed and sovereign credit.
Managed all strategy and trades in the portfolio for the fund, as well as monitor ed the PnL with the Chief
Investment Officer. Securities employed include cash, loans, convertibles and fixed income derivatives.
Directed all fundamental, event driven and multi-strat trading ideas across all industries, with focus on TMT.
2006 – 2009
Merrill Lynch, New York, N.Y.
Director, Principal Investment Group
Served as a Senior Research Analyst of the Fixed Income Proprietary Trading Desk. Part of a team that
managed a single-name bond and derivative portfolio as well as a joint bespoke portfolio with the structured
credit proprietary group.
Directed fundamental proprietary trading strategies for the multi-billion dollar non-market correlated fixed
income and equity portfolio.
Employed fundamental, event driven and multi-strat trading ideas for companies and situations across the credit
curve. Focused primarily on US and European credits as well as maintained TMT sector responsibility.
2005 – 2006
Integrated Finance Limited Continuum Fund, New York, N.Y.
Vice President, Senior Member of Fundamental Team: Telecommunications, Media and Technology
Developed trading strategies using credit default swaps, cash bonds, loans and equity in the TMT sector as a senior
member of the fundamental research team.
Generated ideas contributing to market-neutral portfolio strategy with included long/short, basis, curve, capital
structure arbitrage and other relative value trades.
1996 – 2005
Citigroup Global Markets, New York, N.Y.
Director, Corporate Bond Research, Fixed Income
Telecommunications Corporate Coverage Group, Investment Banking
Served as the sell-side senior analyst covering the telecommunications industry. Recommended investment
strategies involving relative value, long/short strategies, market color and other investment decisions for the
trading desk, institutional clients, sales and other professionals of Citigroup.
Advised telecommunications and related industry senior executives, management teams and regulatory bodies
on their M&A, equity and fixed income execution strategy and potential financing opportunities.
Goldman, Sachs & Co., New York, N.Y. 1994 - 1996
Municipal Finance Department, Fixed Income
Acted as Investment Banker in client coverage for the Municipal Energy and Infrastructure industries.
Cornell University, Ithaca, N.Y.
EDUCATION
Bachelor of Science in Applied Economics and Business Management
Concentration in Operations Research and Industrial Engineering, May 1993
Bronx High School of Science, Bronx, N.Y.
Rotisserie Football, Basketball, Chairman of Board of Directors for YMCA Camp Hi -Rock
ACTIVITIES