Andrew Bae Email & Phone Number

Palo Alto, Ca, Us

San Francisco, California, Us

Purchasing distressed real estate properties across the Bay Area and applying a "fix and flip" model to produce a return to investors

Chicago, Illinois, Us

Advanced the fundraising efforts of the 12-person Investor Relations group, supporting the firm’s record-breaking $32.4 billion buyout fundraise across 3 enterprise software focused fundsImproved the management of fundraising materials (e.g. AGM, PPM, fund presentations and quarterly letters) across Thoma Bravo’s suite of strategies (e.g. Buyout, Credit, Growth Equity and Europe) Responded promptly to ad-hoc requests from Thoma Bravo’s LP base while working with senior management to sustain current relationships and identify new prospective relationshipsPerformed market research on the enterprise software space to enhance Thoma Bravo’s stance across the Firm’s private equity products in the U.S. and Europe

London, Gb

Performed due diligence and assist in the underwriting of 30+ venture capital managers (e.g. Sequoia, a16z, xFund, Tiger, Goodwater, and others) on behalf of Albourne’s ~400 institutional limited partner client base, building conviction for clients to make $1m - $20m investments.Researched 100+ portfolio companies across various stages and sectors including enterprise technology, consumer technology, and healthcareSupported the relationships of 7 institutional LP clients by creating board presentations, writing investment memos and recommendations utilizing Albourne's due diligence research, and running cash flow models on private market portfoliosSpearheaded the curation of Albourne’s venture capital strategy outlook research paper by utilizing data from Albourne, Preqin and Pitchbook, providing clients with additional investment insight

London, Gb

Promoted from Client Account Manager in September 2020Managed the relationships of 19 institutional investor clients by engaging them with Albourne's products and services, resulting in a 100% client retention rateOversaw and executed projects such as board presentations, investment memos, and portfolio simulations for some of Albourne’s highest revenue ($1m+) generating clients across 4 distinct team functions and 11 global offices while mentoring 4 Client Account ManagersDemonstrated expertise in Albourne’s complex proprietary fintech tools to investors ranging from C-level executives to junior level investment staff to enhance investment decision making

San Diego, Ca, Us

Performed 120 cold and warm calls a day to search for potential clients and used Act software to book client meetings and increased assets for advisors by $100,000Evaluated Aerospace’s 401K allocation of funds and generated 10 unique portfolios for clients using LPL Financial’s selected mutual funds based on asset allocation to improve 401K rollover efficiencyAnalyzed retirement plans and assisted with the rebalancing of 401K, IRA, and ROTH IRA accounts for clients, consolidating expenses by more than 10%

Minneapolis, Mn, Us

Tracked sales forecasts daily and lead meetings with executive leaders to inspire employees and discuss strategy, improving sales in underperforming areasDelegated tasks to over 80 employees while directly monitoring routine operations and maximizing efficiency in 6 different departments Showcased expertise and knowledge of the business by leading a store visit with the Inland Empire District Manager, outlining performance data while presenting key findings of the business

Bachelor Of Science - Bs, Finance, General

High School Diploma