
MBA Student at Cornell University - Johnson Graduate School of Management
San Francisco Bay Area

MBA Student at Cornell University - Johnson Graduate School of Management
San Francisco Bay Area
I'm currently a Portfolio Manager at the Cayuga MBA Fund, LLC, a $12MM long/short equity hedge fund. Prior to this, I worked as a Senior Financial Analyst for more than five years in two Fortune 500 financial companies.
- Chartered Alternative Investment Analyst (CAIA), CAIA Association
- Series 3, National Futures Association (NFA) / FINRA
- Candidate in the Chartered Financial Analyst (CFA) program, CFA Institute
- Candidate in the Financial Risk Manager (FRM) program, Global Association of Risk Professionals (GARP)
Portfolio Management, Alternative Investments.
(Investment Management industry)
June 2009 — Present (6 months)
Cayuga MBA Fund, LLC, is a $12MM long/short market neutral hedge fund, and is part of the SC Johnson Graduate School of Management at Cornell University.
(Public Company; JPM; Banking industry)
October 2005 — January 2009 (3 years 4 months)
Developed and maintained valuation models (NPV, discounted cash-flow, efficient frontier optimization) to enable investment decisions and determine profitability across multiple portfolios ($150MM asset growth per month from 12 million customers).
Led profitability monitoring and assisted in forecast planning on the aggregate $25B portfolio. Reconciled forecasted targets against actual results monthly from all stakeholders, including senior management.
Conducted cost-benefit analysis on infrastructure investments, new marketing initiatives, partnerships with other companies and operational efficiency improvement projects. Projects typically had around $2-5MM initial investment with higher returns over the life of the project.
Assisted allied teams (Operations, Underwriting and Marketing) to determine financial viability of various projects such as new revenue and risk segmentation, market expansion and testing strategies.
(Public Company; COF; Financial Services industry)
February 2004 — October 2005 (1 year 9 months)
Devised and formulated pricing strategies on a subset of the $3B portfolio.
Determined and implemented credit policy changes that minimized risk and mitigated negative impact on the portfolio of approximately $10MM per year.
Developed product and pricing innovations to improve product economics.
Conducted competitive analyses and market testing to evaluate product offerings and pricing.
MBA , Asset Management, Finance , 2009 — 2010 (expected)
Representing Cornell University in the Investment Research Challenge sponsored by New York Society of Security Analysts. This is a six-month educational initiative in which leading industry professionals teach business and finance students how to research and report on a publicly traded company.
MS , Mechanical Engineering , 2001 — 2003
BS , Mechanical Engineering , 1996 — 2001
Skydiving, Classic English poetry, Squash, Travel (Himalayas, Tibet), Spicy Indian vegetarian cooking
CFA Institute, CAIA Association, GARP, NFA/FINRA