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Jose Roman

Jose Roman

Analyst at Soroban Capital Partners LP

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Soroban Capital Partners LPAnalystDec 2022 to Present
Sentinel Strategic Advisors, LLCPolitical Relations Spring InternFeb 2020 to May 2020
United States SenateCongressional InternDec 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...
CitiAnalyst - IndustrialsAug 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, LLCGovernment Relations Fall InternSep 2019 to Dec 2019
CitiSummer Financial AnalystMay 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...
NCUACongressional InternJun 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...
CitiProgram InternMar 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 CenterPrograms InternSep 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 RepresentativesCongressional InternMay 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 DoughnutCashierDec 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)

NameRoleLocation
Scott Kim
Scott Kim
AnalystNew York, NY , United States
Steven Niditch
Steven Niditch
Partner and General CounselNew York, NY , United States
Mark Rogers
Mark Rogers
Partner and InvestorUnited States
Matthew Fraizer
Matthew Fraizer
AnalystNew York, NY , United States