Associate, Investments & Strategic Finance
Sulzberger Capital Advisors
Jan 2022 - Dec 2023 (2 years)
Conducted equity research, valuation modeling, and investment analysis that supported AUM growth from $48M to $102M (+100%) and a shift into high-yield fixed income and Treasuries that improved returns by 6.4%, while also supporting internal FP&A through cash-flow analysis, expense budgeting, and revenue forecastingManaged portfolio rebalancing and allocation modeling for 50+ HNW accounts, reducing drift by 12.1%, and built an internal analytics system that improved financial reporting, performance tracking, and investment decision support, increasing research efficiency by 3.4x