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Hedge Fund Investment Analyst
Hedge Fund Investment Analyst
New mentor!
Member since 2025
  • New York City
About the mentor
  • Investment Analyst at a $350mm AUM Hedge Fund: Focused on research and execution of special situation investments across equity and credit, including merger arbitrage, event-driven strategies, SPACs, and cross-capital structure trades; manages 25–30 active positions and supports portfolio trading.
  • Senior Research Analyst at a Boutique Research Firm: Covered ~40 event-driven and special situation equities, publishing 200+ research notes and advising clients on transaction structures, valuations, and trade opportunities.
  • Distressed Credit Analyst at a Financial Intelligence Provider: Analyzed ~$90 billion in stressed and distressed debt, evaluated covenant compliance, recovery scenarios, and monitored restructurings across major issuers.
  • Event-Driven Research Analyst at a Market News Service: Produced 100+ merger arbitrage reports with insights on deal spreads, target valuations, and regulatory risk.
  • Education & Credentials: BBA in Finance & Investments; CFA charterholder; FINRA Series 7, 63, 86, 87; advanced financial modeling skills; conversational Russian.
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