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JT

Julia Tolmachyov

Investment Analyst at Two Seas Capital LP

United States

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

OrganizationRoleDate RangeDetails
Two Seas Capital LPInvestment AnalystFeb 2025 to Present
DayZeroCo-FounderAug 2023 to Feb 2025
Apollo Global Management LLCAssociateJun 2018 to Mar 2023
Opportunistic Credit
Apollo Global Management LLCInvestment AnalystJun 2017 to Aug 2017
Opportunistic Credit
J.P. MorganInvestment AnalystJun 2016 to Aug 2016
High Yield Credit
Hermes Capital Advisors, LLCInvestment Banking AnalystMay 2015 to Aug 2015

Education

University of Pennsylvania - The Wharton School

Glen Ridge High School

Skills & Expertise

Financial Modeling
Microsoft Excel

Others at Two Seas Capital LP (4)

NameRoleLocation
Altaf Mackeen
Altaf Mackeen
Head of ResearchUnited States
Bo Bazylevsky
Bo Bazylevsky
Partner and Head of TradingNew York, NY , United States
Sina Toussi
Sina Toussi
Chief Investment OfficerNew York, NY , United States
Ajith Sukumar
Ajith Sukumar
AnalystNew York, NY , United States

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