- Managing a team of Analysts, involved in quality control, finalizing deliverables, and interacting with clients - US-based growth equity client (~$2bn fund): Working directly with the Partner, and Principal, preparing screeners for potential investment opportunities, company profiling, financial modeling and analysis, public/transaction comparable and valuation, industry research, benchmarking, due diligence, preparing investment memos and pitch decks- US-based CLO client ($600mn+ fund): Working directly with CLO Portfolio Manager, List building of prospective investments in the primary market, preparing credit analysis screener model, maintaining credit analysis models to analyze the creditworthiness of portfolio companies, summarization of key terms from credit agreement, daily/weekly portfolio management activities tracking key metrics of the fund- US-based BDC client (debt investments): Creating and updating financial models, leverage analysis, debt investment valuation, and industry research- Database exposure: Pitchbook, FactSet, Eikon, and Bloomberg