About
Jose Roman is currently an analyst at Soroban Capital Partners LP, a New York-based investment management firm focused on public equities. In this role, he is responsible for conducting detailed financial analysis, building valuation models, and providing investment recommendations to support the firm’s portfolio management team.
His investment coverage centers on public equity markets, with Soroban Capital Partners known for focusing on sectors such as industrials, telecommunications, and energy. As an analyst, Roman performs in-depth research in these industries, helping to identify key opportunities and risks for institutional investment strategies.
Jose Roman is based in New York, NY; details of his prior positions and academic background are not disclosed in publicly available sources tied to his work at Soroban Capital Partners. Further information about significant achievements and credentials is not confirmed in the verified search results, and no notable prior roles or sector specializations beyond those aligned with Soroban’s public equities strategy are documented.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Soroban Capital Partners LP | Analyst | Dec 2022 to Present | — |
| Sentinel Strategic Advisors, LLC | Political Relations Spring Intern | Feb 2020 to May 2020 | — |
| United States Senate | Congressional Intern | Dec 2017 to Apr 2018 | - Senator Tim Kaine (D-VA) Legislative Intern • Inform with constituents in the whole commonwealth on legislative issues • Fielded phone calls and furnished accurate information on the Senator’s votin... |
| Citi | Analyst - Industrials | Aug 2020 to Dec 2022 | ● Customizing and personalizing detailed Cash Management Request for Proposals & Pitchbooks for Fortune 500 clients and US subsidiary clients for non-US parented firms in the Industrials sector ● Mode... |
| ML Strategies, LLC | Government Relations Fall Intern | Sep 2019 to Dec 2019 | — |
| Citi | Summer Financial Analyst | May 2019 to Aug 2019 | • Summer Analyst for Treasury and Trade Solutions (TTS) Division in the Institutional Clients Group (ICG) of Citi • Received a Full-Time Return Offer to come back as an Analyst for their 2020 Full Tim... |
| NCUA | Congressional Intern | Jun 2018 to Aug 2018 | • Constructed structured biographies and memorandums on Senators and Congressman in Financial Committees • Organized and thoroughly aided in the nomination briefing binder/book for NCUA Nominee Rodney... |
| Citi | Program Intern | Mar 2018 to May 2018 | • Program participant for the Early ID Program: Hispanic Heritage • Learned specifically on Treasury and Trade Solutions with the Investment Financial System • Hear from Senior leaders, and attended a... |
| Meridian International Center | Programs Intern | Sep 2017 to Dec 2017 | • Managed billing and American Express financial data with associates in the GlobalConnect division • Connected and planned visits by international diplomats and entrepreneurs with the associates • Wo... |
| U.S. House of Representatives | Congressional Intern | May 2017 to Aug 2017 | • Conducted research regarding current House legislation and proposals specific to Veteran’s affairs • Fielded phone calls and furnished accurate information on the Congressman Taylor’s voting record ... |
| District Doughnut | Cashier | Dec 2016 to May 2017 | — |
Education
The George Washington University Columbian College of Arts & Sciences
Bachelor of Arts - BA, Political Science
2016 — 2020
Universitat Pompeu Fabra
Bachelor of Arts - BA, Political Science and Government
2019 — 2019
Others at Soroban Capital Partners LP (4)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
| Partner and General Counsel | New York, NY , United States | |
| Partner and Investor | United States | |
| Analyst | New York, NY , United States |