I am an experienced investor with over a decade of experience covering equities and credit. I have experience in managing colleagues and skills in coding/automation.
My work has been characterized by rigorous modeling and analysis which is evidenced by consistently accurate recommendations.
Having recently obtained UK citizenship I am pursuing a more entrepreneurial career with the flexibility to better utilize my broad skillset
What I offer
Finance Director
I can provide strategic and operating advice based on fundamental analysis. Experienced in organizing and optimizing projects across teams. I am able mediate between large egos and conflicting interests. Flexible enough to deal with any other function as needed.
I have a track record of successfully managing relationships with clients, corporate management and across internal teams and managing and training junior staff. Proven experience in executing on collaborative projects that require optimisation and cooperation.
Financial modelling, forecasting and valuation. I can also meet with management of counterparties to draw out relevant investment insights. Experienced in conducting investor education/pitching investments as part of my current day job
I have proactively improved and/or automated several analytical processes over the course of my career. I have also written code to enable fundamental analyses that would have been impractical to do manually. Can integrate large data sets across sources/platforms.
Seed investor in early stage companies, focusing on high-quality and differentiated products. I maintain regular two-way correspondence with the founders that I have invested with: I actively stay abreast of recent developments and provide strategic and financial advice. I have linked to an example.
Citi: Credit Analyst, Technology, Media and Telecommunications
Proactively created a financial/credit template that reduced errors and modelling time which was adopted across my department; I trained colleagues in its use. Contributed to the creation of one of Citi's global corporate credit risk scorecards as part of a global team.
Coaching for the GMAT (standardized test used in MBA applications) in my spare time accomplishes several things at once: sharing my love of puzzles and difficult questions; organically growing my network of skilled professionals across industries; and monetizing my unusually high GMAT score of 780.