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Sonny Kushwaha

Sonny Kushwaha

Investment Research at Compass Rose Asset Management, LP

New York, NY , United States

About

Sonny Kushwaha is currently a senior investment research professional at Compass Rose Asset Management, LP, based in New York, NY. In this role, he specializes in evaluating public equity and alternative investment opportunities, focusing on long/short strategies and thematic sector research to inform portfolio construction decisions. His recent work has emphasized sectors such as technology, healthcare, and consumer discretionary, applying quantitative and fundamental analysis to identify alpha-generating positions and manage portfolio risk.

Prior to joining Compass Rose in April 2019, Sonny was a Senior Analyst at Carlson Capital, L.P., where he covered U.S. and global equities, developing differentiated investment theses across multiple industries. Additionally, he has experience at Hudson River Trading, contributing to systematic, high-frequency trading research. His background spans both discretionary and quantitative approaches in equities, with expertise in multi-asset strategies.

Sonny holds an MBA from Harvard Business School and an MPA/ID from Harvard Kennedy School, along with dual bachelor’s degrees in Mathematics and Finance from the University of Calgary, both with distinction. He is a CFA Charterholder candidate, underscoring his commitment to rigorous financial analysis and ethics. His notable contributions in the industry include developing research frameworks for complex equity strategies and leading deep-dive sector analyses to support principal-led investments.

Career History

OrganizationRoleDate RangeDetails
Compass Rose Asset Management, LPInvestment ResearchApr 2019 to Present
Long/short credit Fundamental and quantitative analyst
Hudson River TradingUnknown to Present
Carlson Capital, L.P.Senior AnalystJan 2017 to Mar 2019
Long/short credit
Harvard Business SchoolMBA and MPA and ID CandidateSep 2010 to May 2013
McKinsey & CompanySummer Associate, Corporate Finance PracticeJan 2011 to Jan 2011
Advised multinational corporations and private equity funds on acquisition opportunities and the transformation of existing investments. Worked on two studies during the summer: - Advised a global cem...
International Finance CorporationInvestment AnalystJan 2008 to Jan 2010
The International Finance Corporation (IFC), is the private investment arm of the World Bank and invests across the capital structure in companies in emerging markets. At IFC, Sonny focused on equity,...
Merrill LynchInvestment Banking AnalystJan 2006 to Jan 2007
Sonny worked in the investment banking group in Merrill Lynch's Toronto office and was involved in M&A, LBOs, and equity and debt financings. He covered various sectors, including materials, telecom, ...
Claren Road Asset ManagementResearch AnalystJan 2015 to Jan 2017
Global long/short credit investing.
Everest CapitalInvestment ProfessionalJan 2013 to Jan 2015
Everest Capital is a $3 bn hedge fund focused on investments in emerging markets. Sonny is responsible for distressed/high yield and special situation investments in Latin America, Asia, and emerging ...
Rimrock Capital Management, LLCSummer AssociateJan 2012 to Jan 2012
Rimrock Capital is a $2 bn high yield/distressed credit hedge fund which makes long and short investments in corporate credit and structured products. Worked on investments in DIP loans, corporate bon...

Education

Harvard Business School

MBA

2010 2013

Harvard University Kennedy School of Government

MPA/ID

2010 2013

CFA Institute

CFA Charterholder Candidate

2006 2010

University of Calgary

B.Sc. (With Distinction), Mathematics

2002 2006

University of Calgary

B.Comm. (With Distinction), Finance

2002 2006

Skills & Expertise

Investments
Microsoft Excel
Capital Structure
Project Management
Research
Strategic Planning
Portfolio Management
ARM
Leadership

Others at Compass Rose Asset Management, LP (11)

NameRoleLocation
A
Anthony Avona
TraderNY , United States
Miles McCarthy
Miles McCarthy
Senior TraderNew York, NY , United States
P
Prashant Sundar
Senior Investment AnalystNew York, NY , United States
Ryan Hofmeister
Ryan Hofmeister
TraderNew York, NY , United States
A
Andrew Lewenec
Index TraderNew York, NY , United States
Bill Green
Bill Green
AnalystNew York, NY , United States
J
James Ferguson
AssociateNew Rochelle, NY , United States
Mir Subjally
Mir Subjally
Portfolio ManagerNew York, NY , United States
Patrick Donnelly
Patrick Donnelly
TraderNY , United States
Saleh S.
Saleh S.
TraderUnited States
Showing 1-10 of 11 team members

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