Jeff Borack

Past

• Research Analyst Intern at Marathon Partners
• Financial Representative Intern at Northwestern Mutual Life
• Summer Undergraduate Laboratory Intern at Brookhaven National Laboratory

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Education

• Binghamton University - School of Management
• State University of New York at Binghamton

Connections

34 connections

Industry

Investment Management

Websites

• Equity Research Report Samples

Jeff Borack’s Summary

Since graduation I've been working at Marathon Partners, a fundamentals-based value investment partnership. My responsibilities there have included:

* Preparing research reports on US companies and recommending investment action after determining industry structure, competitive position, and valuation
* Developing Excel-based valuation models utilizing comparative valuation, discounted cash-flow analysis, and sum-of-the-parts analysis techniques
* Contacting and interviewing industry participants to evaluate management teams, competitive position, and industry drivers

Jeff Borack’s Specialties:

Level III CFA candidate

Jeff Borack’s Experience

• Research Analyst Intern

  Marathon Partners

  (Investment Management industry)

  October 2007 — October 2009 (2 years 1 month)

  Marathon Partners is a long/short U.S. equities fund with a fundamentally driven value investment strategy. The strategy is research intensive with a long-term investment horizon and concentrated positions.

• Financial Representative Intern

  Northwestern Mutual Life

  (Privately Held; Insurance industry)

  December 2006 — May 2007 (6 months)

  * Privately met with clients to assist in understanding personal and small business financial needs
  * Presented solutions based on a personal needs analysis
  * Developed a client base through a process of referral lead prospecting

• Summer Undergraduate Laboratory Intern

  Brookhaven National Laboratory

  (Government Agency; BNL; Research industry)

  May 2005 — August 2005 (4 months)

  * Researched the differentiation of Chronic Lymphocytic Leukemia and presented results at seminar
  * Used infrared spectroscopy and a clustering software program to analyze affected cells
  * Instructed international students on the proper use of equipment and safety procedures

Jeff Borack’s Education

• Binghamton University - School of Management

  MBA , Finance , 2006 — 2007

  Activities and Societies:

  Coursework Included: Accounting * Business Strategy * Derivative Securities * Ethics * Finance * Human Resource Management * International Negotiations * Investment Theory * Macro & Micro-Economics * Marketing * Operations Management

• State University of New York at Binghamton

  BS , Bioengineering , 2001 — 2006

  Ranked 2nd in class

  Activities and Societies:

  Coursework Included: Calculus I–III * Complex Systems Modeling * Game Theory * Multivariate Statistics

Additional Information

Jeff Borack’s Websites:

• Equity Research Report Samples

Jeff Borack’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• expertise requests
• reference requests
• getting back in touch