Jared Orr
Hoboken
Summary
Investment professional with experience in research across all sectors (primary focus has been consumer and industrial), drawing upon macroeconomic, industry and company specific data. Investment strategies have ranged across multiple time horizons ranging from long-term investments to daily trading vehicles.
Overview
19
19
years of professional experience
Work History
Investor/Analyst
Six Columns Capital
Hoboken
12.2020 - Current
- Generalist analyst at a single-family office with a focus on consumer, industrials, and TMT sectors.
- Responsible for idea generation across all sectors, using both a bottoms-up and top-down fundamental approach.
- The portfolio consists of roughly 30 to 40 companies, with a long bias and a general time horizon of 1 to 3 years.
- Prior to the firms transition to a family office from an actively managed long/short hedge fund, served as a sofline
Vice President, Equity Research Analyst
Cowen and Company
New York
04.2017 - 12.2020
- Associate Analyst covering consumer brands and specialty retail.
- Analyzed macro data to identify inflections in relevant geographical, demographic, and disposable income trends.
- Responsible for maintaining financial models, initiating company coverage, and writing equity research reports.
Portfolio Manager
Quad Capital
New York
04.2015 - 04.2016
- Managed a $10 million equity trading book within a proprietary trading firm, utilizing both fundamental and technical strategies, and using both top-down and bottom-up analysis for idea generation.
- A profitable track record from April 2014 through September 2015.
- Evaluated macro data and research for idea generation and risk management purposes.
- Proprietary trading firms' in-house consumer analysts provide daily opinions and analysis for 70 proprietary traders.
Analyst
Scopus Asset Management
New York
08.2008 - 07.2013
- Consumer discretionary/staples analyst in a ~$3 billion actively managed portfolio.
- Covered several sub-sectors across consumer discretionary, including retail (hardlines, softlines, broadlines), media, and business services.
- Responsible for building and maintaining financial models for more than 100 publicly traded companies.
Research Associate
Morgan Keegan & Company
New York
07.2007 - 08.2008
- Supported senior research analyst covering the soft-line retail sector.
- Tracked weekly and monthly data for analysis and publication.
- Built and maintained financial models for the covered companies.
Analyst
Duff and Phelps
New York
08.2006 - 07.2007
- Conducted business enterprise valuations for financial reporting purposes.
- Engagements included purchase price allocations, goodwill impairment tests, ESOP valuation, transfer pricing, and portfolio investment valuations.
- Built and maintained DCF models, and conducted comparable company valuation analysis.
Education
Bachelor of Arts - Accounting And Finance
Franklin & Marshall College
Lancaster, PA06-2006
Skills
- Fundamental Research
Timeline
Investor/Analyst
Six Columns Capital
12.2020 - Current
Vice President, Equity Research Analyst
Cowen and Company
04.2017 - 12.2020
Portfolio Manager
Quad Capital
04.2015 - 04.2016
Analyst
Scopus Asset Management
08.2008 - 07.2013
Research Associate
Morgan Keegan & Company
07.2007 - 08.2008
Analyst
Duff and Phelps
08.2006 - 07.2007
Bachelor of Arts - Accounting And Finance
Franklin & Marshall College
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