Functional Skills
Business Analysis
Business Development
Corporate Finance
Financial Due Diligence
Financial Modeling
Growth Strategy
Investment Banking
Investor Relations
M&A Deal Sourcing
M&A Support
Market Research
Private Equity Investing
Revenue Growth
Valuation
Strategy Development
Software Skills
Microsoft Excel
Microsoft PowerPoint
Bloomberg
Capital IQ
Artificial Intelligence
Hubspot
Salesforce
Certifications
Series 63
Series 7
Series 79
Sector Experience
Business Services
Financial Services
Retail
Social & Public Sector
Travel & Hospitality
Languages
English
French
Spanish
Polish
Experience
Freelance
Finance
Project Consultant
3/2014 - Present
• Distribution: relationship management and capital raising for multiple funds
• Project Management: drafted research reports/investor communications; prepared marketing materials
• Origination: performed fund manager track record diligence; pitched GPs for business development
• Fundraising: helped position a fast-growing start-up for Private Equity fundraising target of $10m - market research, wrote PPM
• Project Management: drafted research reports/investor communications; prepared marketing materials
• Origination: performed fund manager track record diligence; pitched GPs for business development
• Fundraising: helped position a fast-growing start-up for Private Equity fundraising target of $10m - market research, wrote PPM
Galileo Global Advisors
Finance
Associate
8/2013 - 3/2014
• Originated cross-border M&A deals and provided strategic advice for global clients; built complex financial models/forecasts and conducted extensive company due diligence and market research
• Built valuation models to assess potential $50m private equity stake in US insurance company
• Advised Japanese IT client on $100m strategic acquisition and sourced potential future targets
• Built valuation models to assess potential $50m private equity stake in US insurance company
• Advised Japanese IT client on $100m strategic acquisition and sourced potential future targets
Actis
Finance
Analyst, PE and RE
6/2011 - 6/2013
• Analyzed the fund’s portfolio and potential investments in emerging markets; prepared pitch books, performance models, RFPs, quarterly reports, market research, and valuation/returns analysis
o Set up road shows and attended investor meetings to update them on fund performance and pipeline; led to closing over $2bn in PE fundraising across our regional and real estate funds
o Identified and presented co-investment opportunities in Africa based on an under-supplied and growing market
o Set up road shows and attended investor meetings to update them on fund performance and pipeline; led to closing over $2bn in PE fundraising across our regional and real estate funds
o Identified and presented co-investment opportunities in Africa based on an under-supplied and growing market