I'm a University of Texas alumnus and CFA Level 3 Candidate with 5.5 years of natural gas and crude experience in a variety of roles including business development, cash trading, physical crude sourcing, scheduling, and fundamental analysis.
Overview
7
7
years of professional experience
Work History
Natural Gas- West Desk
HARTREE PARTNERS, LP
01.2022 - Current
Collaborated on strategies to capture physical gas market premiums by providing insights on constraints, pipeline outages, weather conditions, and maintenance
Assisted in optimizing storage assets and redirecting flows through constraints
Tracked and provided insights to Hartree's research team on West gas pricing and fundamentals during peak winter pricing
Scheduled REX, TransWestern, Ruby, PG&E, SoCal, Wyoming Interstate, Trailblazer, and White River Hub pipelines
Conducted independent research on natural gas and LNG trends
P&L ANALYST
HARTREE PARTNERS LP
01.2021 - 01.2022
Published daily P&L and preliminary estimates with market commentary and analysis
Created new pricing curves for trading locations, storage facilities, and new structures.
Performed derivatives reconciliation and trade entries for complex and unique structures
Maintained an understanding of the exposures within trade books and relayed market information to middle office management during periods of high volatility
PRODUCT CONTROL ANALYST
MACQUARIE
01.2020 - 01.2021
Creating monthly, quarterly, and yearly presentations for Finance Management and the board of directors summarizing P&L drivers, positions, market conditions, and analysis of new deals and structures
Reporting daily P&L and providing commentary for global physical and financial oil business
Providing monthly analysis of derivative movements for Financial Control and regulators
Performing daily tests and providing feedback for new systems during transition period to automation
Maintaining efficient communication with traders for market insights and accurate P&L commentary
COMMODITIES FUNDAMENTAL ANALYST/SCHEDULER
BIOURJA
01.2018 - 01.2019
Cash traded and scheduled natural gas for transport and storage exposures on 7 pipelines located in Florida and the North East
Scheduled multiple vessels of Permian Crude Oil from the Gulf Coast to Delta on the East Coast
Sourced upwards of 5,000 barrels/day to accommodate the crude by rail program from Oil Majors
Developed a pricing model for Midland crude by comparing production to pipeline takeaway capacity
Performed analysis on refineries, pipelines to find undervalued crude in Bakken, Permian, and the Rockies
Maintained analysis and forecasted pricing for crude by combing through investor presentations and industry research
Networked with various experts, traders, and midstream reps to relay information to the financial trader
BUSINESS DEVELOPMENT INTERN
BIOURJA
01.2017 - 01.2017
Performed preliminary diligence for 7 potential asset purchases ranging from $3M to $200M,
Quantified the potential upside for a $20 million renewable asset by conducting a supply/demand analysis
Conducted industry analysis to gauge sustainability of assets before purchase