- Work on virtual collaboration projects related to strategy and business planning for global clients across various industries. Project scopes involve market research analysis, industry expert interviews, marketing strategy, profitability analysis, financial modeling, etc.
- Construct client deliverables (PowerPoint presentation/excel worksheet) to present strategic insights and recommendations.
- Latest project: Study best practices in R&D capabilities for a luxury brand.

- Managed a portfolio of 35 accounts totaling nearly $250 million in first-lien and second-lien commitments in primarily middle market companies and some large broadly syndicated issuers.
- Reported directly to credit committee with primary and secondary market buy/sell recommendations.
- Participated actively in the negotiations and processing of amendments and waivers.
- Performed quarterly valuation and enterprise value impairment assessments.

- Focused on origination/underwriting opportunities as a Lead/Co-Lead Arranger for the buyout or recapitalization of private equity sponsored, middle market companies in North America. Deal sizes range from $15 million to $100 million.
- Managed all aspects of the loan approval process, including due diligence, preparation of underwriting packages for presentation to credit committee, and modeling of cash flow projection, etc.
- Supported the execution process involving legal documentations.

- Conducted comprehensive credit analysis evaluating business and industry dynamics and financial performance for various commercial lending and other banking opportunities. Focused on companies with sales of $200 million to over $2 billion.
- Developed multi-scenario financial projection models to forecast financial performance, measure debt repayment, and set financial covenants.
- Worked closely with Relationship Managers to identify and analyze risks in various transactions.

- Assisted Financial Executives in preparing and processing investment documentations.
- Performed clerical duties including filing, data entry and handling phone calls.