Functional Skills

Accounting
Technical Accounting
Commercial Due Diligence
Private Equity Investing
Finance Transformation

Software Skills

Python
Microsoft Excel

Certifications

CPACertified Public Accountant
CFAChartered Financial Analyst

Sector Experience

Financial Services
Real Estate

Languages

Italian
English
Japanese

Notable Clients

Ares Management
Barclays Capital
HSBC

Big 4 Accounting
Top Consulting Firms

Experience

Schroders Finance
Lead Analyst – Private Asset Valuations
1/2021 - Present
• As the sole private assets valuation specialist, developed complex valuation, credit rating, and ECL methodologies and pricing models for investment desks across the private asset class spectrum.
• Voting member of multiple Valuations Committees, including Private Equity, Private Debt, Securitized Credit, Infrastructure Debt, Insurance-Linked Securities (ILS).
• Escalation point and final decision-maker over 'hard-to-value' assets across all asset classes under the Schroders Capital umbrella.
• Asset class highlights: VC, PE (early stage, growth), CRED, direct RE, structured credit, emerging markets, ILS.

KPMG Finance
Manager – Credit Pricing & Analytics, Transaction Services, Deal Advisory
1/2018 - 1/2021
• M&A advisory, credit pricing, valuation, modelling, and due diligence of all credit and fixed income asset classes, such as loans (single name, portfolio), credit derivatives, and structured finance products.
• Developed intimate familiarity with key risks and the broader market for a wide range of corporate and consumer credit assets (resi mortgages, CRE, asset finance, trade finance, infra, HY, EM, consumer unsecured, etc.), lenders (investment banks, mid-tier lenders, fintechs, etc.), and industries.
• Experienced in advanced modelling and quantitative methods in Excel/VBA and Python.
• Streamlined valuation process by independently developing a modular portfolio valuation model in Python capable of quickly handling millions of time series data points.
• Developed superb presentation, report writing, and stakeholder management skills.
• Obtained consistently positive feedback internally and externally, culminating in promotion fast track.
• Led production of quarterly market

KPMG Accounting
Assistant Manager – Financial Services Audit
1/2015 - 1/2018
• Managed audit teams in the performance of statutory audits of financial institutions, including global investment and commercial banks, mutual funds, Islamic banks, and fintech startups.
• Worked closely with C-suite and other senior client contacts and consistently received positive feedback on client relationship management.
• Received internal rewards for excellent performance for three consecutive years.
• Author of technical accounting papers on the impact of the introduction of IFRS 9 and IFRS 16 on clients' financial statements, including evaluation of their Expected Credit Losses models.