20
minutes

Avg Response Time

5
years

Years of Experience

6/15

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Rethink Education Finance
Senior Associate
08/2015 - 12/2016
-Independently managed investment due diligence process, including the construction of financial models, data collection and IC memo
-Identified and sourced investment opportunities; developed key relationships in the industry; served as board observer
-Responsible for quarterly LP portfolio and social impact reporting; supported investor relations with fundraising
-Supported portfolio companies with sales, strategy, distribution, marketing and product development

Quvat Partners Finance
Summer Associate
06/2014 - 08/2014
-Structured and modeled a new pricing strategy for Indonesia's largest iron ore contract, which included various production scenarios and strike price to optimize profitability against third party returns under multiple capital structures
-Introduced an alternative compensation plan to Nusantara Steelmills by utilizing gain sharing, piece-working and profit sharing incentive plans on different components of production and labor to motivate performance while improving product quality

Harvard Management Company Finance
Senior PE associate
11/2011 - 07/2013
-Engaged in all aspects of investment process including diligence, financial modeling, price negotiation, investment memorandum and post transaction support; one of five investment professionals managing a $6.8 billion PE/VC portfolio and received advanced promotion
-Conducted strategic and analytical assessment for investments by monitoring add-on acquisitions, corporate strategy, financial performance and risk sensitivity

Morgan Stanley Finance
Analyst
06/2010 - 11/2011
-M&A, LBO and DCF models to evaluate market transactions/ advisory mandates
-Performed accretion/dilution and break-even synergy analyses; conducted sensitivity analysis for purchase price and exit multiples; modeled the pro forma financial statements under various downside and capital structure scenarios
-Conducted exhaustive company diligence and built LBO and operating models by product and geography
-Performed sensitivity analysis on entry, exit, purchase price and leverage multiples