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About
Caroline O'Keefe is a Valuation Analyst at Bracebridge Capital, LLC, based in Boston, MA, where she specializes in financial analysis and the assessment of complex investment portfolios. In her current role, she focuses on the valuation of fixed income securities and supports the firm’s strategies across multiple asset classes, particularly within the fixed income and capital markets sectors.
Prior to joining Bracebridge Capital, Caroline was a Senior Analyst in Fixed Income - Capital Markets at Fidelity Investments, where she honed her expertise in debt instruments and market analysis. Her background also includes hands-on investment experience as a member of the Peggotty Investment Club, augmenting her analytical skills in institutional asset management and security valuation.
Caroline holds a bachelor's degree in Economics & Finance from Connecticut College and graduated from Brooks School. Her professional strengths include financial modeling, portfolio valuation, and capital markets research, with a specific focus on fixed income products. She is recognized for her contributions to rigorous investment analysis and for her commitment to driving value in institutional investment processes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bracebridge Capital, LLC | Valuation Analyst | May 2024 to Present | — |
| Fidelity Investments | Senior Analyst, Fixed Income - Capital Markets | Jul 2023 to May 2024 | Provided daily analysis of bond pricing, risk, and performance. Supported the Fixed Income Sales and Trading teams using Bloomberg, Excel, SQL and other platforms to provide market research, client co... |
| Peggotty Investment Club | Member | Sep 2019 to May 2023 | — |
| Fidelity Investments | Product Intern - Capital Markets | Jun 2022 to Aug 2022 | Supported the Fixed Income, Equity, International and Prime Services desks. Onboarded databases and platforms to the business units, ensuring business efficiency. Provided analysis on data and measure... |
| Great Island Ocean Club | Sailing Instructor | Jun 2016 to Aug 2021 | — |
Education
Connecticut College
Bachelor's degree, Economics & Finance
2019 — 2023
Brooks School
High School Diploma
2015 — 2019
Others at Bracebridge Capital, LLC (27)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Brooklyn, NY , United States | |
| Trading Analyst | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
C Christopher Jaquith | Repo Trader | Boston, MA , United States |
| Senior Quantitative Analyst | Boston, MA , United States | |
G Gennadiy Ravvin | Quantitative Analyst | Boston, MA , United States |
| Investment Analyst | Boston, MA , United States | |
K Kevin Chang | Trader and Investor | Boston, MA , United States |
L Leo Saenger | Investment Analyst | Eugene, OR , United States |
| Investment Analyst | Franklin Township, NJ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
J John Brennan | Principal | Sirios Capital Management L P | Boston, MA , United States |
K Kristin Foley | Head of Trading | Sirios Capital Management L P | Boston, MA , United States |
Team at Bracebridge Capital, LLC
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