Bulge Bracket Investment Banks
Fortune 500
Experience
Actium Group
Finance
Senior Associate/Vice President
3/2009 - 8/2013
- Focused on middle markets control buyouts and growth capital investments in East Asia
and N. America
- Identified and reviewed investment opportunities; led due diligence, financial analyses and structuring on
deals pursued; negotiated investment terms, shareholders’ agreements and lending terms
- Raised fund commitments (both blind and deal-by-deal) as a key participant in meetings with international
LP investors; drafted private placement memoranda and marketing materials
and N. America
- Identified and reviewed investment opportunities; led due diligence, financial analyses and structuring on
deals pursued; negotiated investment terms, shareholders’ agreements and lending terms
- Raised fund commitments (both blind and deal-by-deal) as a key participant in meetings with international
LP investors; drafted private placement memoranda and marketing materials
Och-Ziff Capital Management Group
Finance
Equities Analyst
7/2008 - 12/2008
Participated in managing event-driven Asia portfolio consisting of large-cap public equity and small-cap
mezzanine investments, focusing on the South Korean market
mezzanine investments, focusing on the South Korean market
Goldman Sachs
Finance
Analyst
2/2006 - 6/2008
- Advised multi-national business groups and financial investors on M&A’s and equity/debt offerings; worked
extensively with Goldman’s principal investment arms on numerous investments and exits
- Built complex financial models and created qualitative and quantitative analyses on industries and
companies
- Drafted various committee memoranda and due diligence summaries, spotting investment merits, risks and
deal execution issues; prepared various sell-side marketing materials
extensively with Goldman’s principal investment arms on numerous investments and exits
- Built complex financial models and created qualitative and quantitative analyses on industries and
companies
- Drafted various committee memoranda and due diligence summaries, spotting investment merits, risks and
deal execution issues; prepared various sell-side marketing materials
Morgan Stanley (Real Estate Funds)
Finance
Research Assistant
7/2005 - 2/2006
- Performed as lead-analyst in review of all Korea real estate investment opportunities for MSREF, including
office buildings, hotels and retail assets
- Assisted in managing existing investments in Korea, focusing on large-scale urban development projects
office buildings, hotels and retail assets
- Assisted in managing existing investments in Korea, focusing on large-scale urban development projects