Functional Skills

M&A Support
Market Research
Financial Modeling
Financial Due Diligence
Competitive Landscaping

Software Skills

Dropbox
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word

Certifications

Series 63
Series 7

Sector Experience

Healthcare
Travel & Hospitality
Consumer Goods
Transportation & Logistics
5
years

Years of Experience

8/21

Member Since

Bulge Bracket Investment Banks

Experience

 
TPG Finance
Private Equity Associate
07/2017 - 08/2019
• Evaluated and executed new investment opportunities, add-on acquisitions, debt and equity financings, and sale processes
• Managed investment process, including: modeling, financial, business, legal, operational, and industry due diligence
• Collaborated with portfolio company management and TPG Operations team to execute strategic and operational initiatives
JPMorgan Chase & Co Finance
Investment Banking Analyst
07/2015 - 06/2017
• Developed financing plans for clients seeking to raise debt for leveraged buyouts, M&A, and capital structure optimization
• Evaluated cash flow, liquidity, and debt capacity under different operating and capital structures
• Conducted extensive financial and operational due diligence to analyze key business and industry risks