Conducted due diligence and monitored potential political risk scenarios for a $46 million emerging markets private equity fund.
Generated new institutional and high net worth investors in emerging markets private equity, global macro hedge fund, and global fixed income products.
Advised global investors on customized solutions to meet individual needs based on proprietary research and industry trends.
Advised clients on asset allocation, risk, performance monitoring, ESG investing and analyzed and optimized investment portfolios across all asset classes.
Developed and led strategic growth plans to elevate firm positioning and grow assets under management by 25%.
Produced action plan to digitize 45% of the manual processes in $86Bln Fortune 500 financial services company’s online checking and deposit account group.
Executed value creation playbook to eliminate $29mln (12%) of $240mln expenses charged to fintech company by former $21bln Fortune 500 parent.
Conducted commercial due diligence, including competitive and customer analysis, on a $55mln revenue acquisition target for an $18bln private equity firm.
Managed deal flow, due diligence, and portfolio of a leading impact investment fund.