Functional Skills
Financial Modeling
Investor Relations
Sector Experience
Consumer Goods
Industrials
Real Estate
Technology
Travel & Hospitality
Bulge Bracket Investment Banks
Experience
Irongate Capital
Finance
Senior Associate - Real Estate Private Equity
3/2018 - Present
Responsible for financial modeling and project support for all investment activities for Irongate Capital’s $4 billion real estate investment portfolio
Part of lean deal team responsible for facilitating the execution of all portfolio asset sales and financings across real estate projects, acting as key point of contact with investors/borrowers, brokers, attorneys, and third-party consultants during deal process
Part of lean deal team responsible for facilitating the execution of all portfolio asset sales and financings across real estate projects, acting as key point of contact with investors/borrowers, brokers, attorneys, and third-party consultants during deal process
ARMORY SECURITIES
Finance
ASSOCIATE
8/2015 - 3/2018
Worked on 30 transactions and drafted pitches for over 30 potential engagements, including sell-side M&A and debt and equity financings across several verticals including consumer, clean energy, tech, TMT, gaming, and oil & gas
Collaborated directly with management teams at companies to craft client presentations, determine optimal way to present business highlights to investors, and build operational, valuation, and return models to support negotiations
Collaborated directly with management teams at companies to craft client presentations, determine optimal way to present business highlights to investors, and build operational, valuation, and return models to support negotiations
Deutsche Bank
Finance
ANALYST
7/2013 - 3/2015
Built and maintained models to value fixed-income derivative products for traders, clients, and sales team
Structured OTC interest rate and inflation hedging strategies for corporate clients, insurance companies, and asset managers. Modeled over $10 billion of notional for 100+ closed hedging transactions
Structured OTC interest rate and inflation hedging strategies for corporate clients, insurance companies, and asset managers. Modeled over $10 billion of notional for 100+ closed hedging transactions