Project manager for a boutique capital advisory firm with clients across a range of sectors including financial services (investment funds), VCs (fund of funds), energy and gaming. Working on projects ranging from client/investor relationship management, organizing roadshows, events (multi-day, C-level dinners, roundtable/fireside chats) to building out efficiency tools (CRM, project management software) and redesigning marketing materials

Strategic project manager for the middle-office Securitized Products (SPG) team (~120ppl). Worked on projects and initiatives ranging from technology (building new software, building out existing software to support new products, implementing vendor software); automation (implementing new automation tools like AI, RPA, Alteryx, UiPath, OCR, Tableau; identifying processes to be automated and building automation workflows); operational (analyzing and documenting key processes, improving processes e.g. payments); regulatory (TALF) and people (upskilling staff, initiatives to get staff working smarter). • Lead PM on TALF, a Federal Reserve stimulus program to prevent the collapse of US consumer markets due to covid-19. This involved designing and implementing new processes across Sales, Trading, Middle Office, KYC, Credit Risk and Legal in 2.5 months as well as handholding the firm’s biggest clients like PIMCO through the process. JP Morgan was only one of two banks to go live with TALF out of 24 banks, without JP Morgan’s readiness, the Fed would not have been able to launch TALF in time.• Proactively organized the first industry investor event to walk through the operational mechanics of TALF, I spoke for 40 minutes alongside the Head of Sales and Head of Trading. Over 500 investors attended the call.• Worked with over 13 stakeholder groups including technology, front office and risk to buildout processes and technology to support the launch of new structured products in the US and new territories: UK residential mortgage-backed securities; auto and student whole loans; Mexico consumer loans • PM on implementation stage of a multi-million-dollar vendor software aimed at modernizing the real estate warehousing business.• Analyzed processes across 11 SPG business groups, created pitch for senior management specifying the need for a platform to automate deal pipeline, due diligence and payment transactions. Project was awarded $20M budget

Supported the CEO and COO of a telecom startup looking to launch a new mobile virtual network operator (MVNO) in Mexico and Colombia. Worked on the acquisition of the MVNO, setting up operational processes including recruitment of staff as well as preparation of investor materials

Managed all operational activities for a newly launched social media tech startup that connects brands with influencers to launch marketing campaigns. Managed over 35 client accounts including client onboarding, training and campaign management, as well as worked with clients to design and launch influencer events and activation campaigns

Managed the day-to-day operations including recruitment, event management and marketing to develop and grow the Harvard alumni entrepreneurship community. Designed and project managed events ranging from C-level dinners, breakfasts, panels and mixers with founders from Peloton, Rent the Runway, Cadre and General Catalyst VC among others

Worked in the startup division of QS where I was a project manager on a newly developed marketing tech product aimed at generating and converting student leads for university recruitment. Worked with developers to build the technology and a subsequent client portal to automate client communications and campaign requests. Also, set up Salesforce to manage lead generation, worked with sales to pitch the product to clients, as well as managed over 14 university client accounts and their related campaigns

Key projects include designing and coordinating a $800,000 VIP event at the Dubai Air Show aimed at re-positioning Dubai World Central; designing a marketing campaign aimed at improving the visibility of local water in the UAE; re-branding of Sharjah Investment Authority

Metals and mining analyst, performed research, analysis and valuations into undervalued mining companies, identifying potential growth investment targets. Successfully pitched for the investment into a Canadian coal company which yielded 100% returns after being acquired

Consultant on a large-scale pre-implementation software project for the Abu Dhabi Investment Authority. Performed analysis of the Infrastructure, Private Equity and Real Estate businesses, delineating functional requirements for the eFront engineering teams. Software developed sought to modernize deal flow management, portfolio management, performance monitoring and reporting