* Communicated and collaborated with numerous real estate management companies to source Commercial Real Estate investment opportunities in EU and UK - generated investments of over EUR 150 million* Built and tailored financial models in Excel for real estate transactions, including co-investing and leveraging Capital Structures * Executed detailed analyses of investment opportunities (including calculation of IRR, NPV and sensitivity analyses; performed market research, including rent and sales comparable) to determine true potential and identify risks; resulting fund paid 7% annual return to investors* Conducted due diligence processes on potential investments: onsite inspection coordination, RFPs, and 3rd party report reviews* Prepared quarterly and annual client reports, including fund updates, property budgets/forecasts/business plans, and market research across all major property types* Liaised with asset management teams for quarterly asset valuation process and adjusted financial model as required, applying strong understanding of discounted cash flow analysis in Excel

*Executed targeted research of potential investment opportunities in multiple industries (healthcare, education, food & beverages, renewable energy, agriculture) * Identified management/owners of potential acquisition targets, established communication, and participated in negotiations* Developed relationships with high net worth potential investors* Served as primary relationship manager for all TFI portfolio companies* Designed pitch & other marketing materials for investors and investor progress reports* Conducted due diligence and evaluated private equity transactions and co-investment opportunities, participated in execution of investments, working closely with internal (e.g. internal counsel, compliance, cash management) and external (e.g. private equity managers, external counsel) parties * Prepare and present investment recommendations and presentations alongside senior staff, investment committees, external investors * Established new corporate standard format for investment teasers for investors* Managed investment impairment review process; trained and junior analysts on all aspects of the process* Monitored the performance and risk profile of existing portfolio investments, executed company valuation of portfolio companies and performed quarterly portfolio impairment review of over 20 companies by reviewing their Financial Statements

* Sourced investment opportunities in distressed assets; analysis & due diligence of distressed asset targets* Identified potential target companies that fit our target profile and connected with their CEOs* Researched industry dynamics and prepared investment memorandums for potential opportunities* Planned and implemented value-maximization programs for portfolio companies * Performed strategic analysis and planning for portfolio companies* Joined the Board of portfolio companies and worked with them post-transaction to improve operational efficiencies and sales & marketing workflows* Designed and implemented system to monitor financial and marketing results for portfolio companies in foodstuff manufacturing, real estate, retail fashion, retail auto parts, and hobby & craft retail sectors

* Designed and implemented information gathering system for relevant market sectors * Spearheaded development and corporate-wide adoption of project management methodology * Advised upper management about potential of prospective projects & executed due diligence of investment opportunities * Authored investment memos for strategic investors and real estate redevelopment conceptual plans * Negotiated sale of assets to strategic investors * Analyzed economic, demographic, real estate, and financial data and trends and prepared reports for management* Prepared presentations and marketing materials, pitch materials, board presentations, information memorandums, target profiles, and financial analyses, as well as management of due diligence processes