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About
Julia Tolmachyov is currently an Investment Analyst at Two Seas Capital LP, where she focuses on public and private market investments with a specialization in the software and retail sectors. In her role, she conducts in-depth research and analysis of potential investment opportunities, contributing to portfolio management and capital allocation strategies.
Previously, Julia served as Co-Founder at DayZero, an AI-powered financial software platform for eCommerce and omnichannel sellers, where she led product and financing solution development for the SMB retail and consumer goods market. Earlier in her career, she spent five years as an Associate at Apollo Global Management LLC, covering public credit and equity investments in technology and consumer sectors.
Julia holds a degree in Economics, Finance, and Accounting from the Wharton School of the University of Pennsylvania. Her cross-sector expertise spans technology, software, eCommerce, and consumer retail, and she is recognized for her contributions to innovative financial solutions for small and mid-sized businesses.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Two Seas Capital LP | Investment Analyst | Feb 2025 to Present | — |
| DayZero | Co-Founder | Aug 2023 to Feb 2025 | — |
| Apollo Global Management LLC | Associate | Jun 2018 to Mar 2023 | Opportunistic Credit |
| Apollo Global Management LLC | Investment Analyst | Jun 2017 to Aug 2017 | Opportunistic Credit |
| J.P. Morgan | Investment Analyst | Jun 2016 to Aug 2016 | High Yield Credit |
| Hermes Capital Advisors, LLC | Investment Banking Analyst | May 2015 to Aug 2015 | — |
Education
University of Pennsylvania - The Wharton School
Glen Ridge High School
Skills & Expertise
Others at Two Seas Capital LP (4)
| Name | Role | Location |
|---|---|---|
| Head of Research | United States | |
| Partner and Head of Trading | New York, NY , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |