- Created business plan materials and pitched new investment verticals in venture capital and corporate credit which resulted in the change of the investment allocation in TCP
- Synthesized market data and research findings on investment opportunities which led to recommendations to expand
- Developed financial models in order to determine return scenarios and overall risk profile relative to existing investments
- Streamlined operational processes among various divisions which were redundant within risk metrics and portfolio reviews
- Created quarterly and yearly investor memos and presentations on the funds' performance, risk profiles and outlook
- Selected Transaction Experience
- Series C Preferred Shares Raise for Project Dual - Financial Product Tech Venture Capital
- Managed the fundraising process between the operating company, legal and proposed investor syndicate
- Led in the due diligence process and developed a financial model which led to a price per share offering
- Developed presentation and marketing materials on the patented technology which created interest from investors
- Seed Round - Third Party Logistic Warehouse Facility VC
- Developed marketing materials and financial models which were presented to the Investment Committee
- Analyzed the Company's business plan, expansion opportunities and developed projections in order to determine a seed
- Updated prospective and current investors on the company's new developments and future investment plans
C
Citigroup Inc
Senior Analyst
New York, NY, US
August 2017 - January 2019
M
Morgan Stanley
Fixed Income Sales & Trading Structured Finance - Analyst