• Responsible for assessing investment opportunities, assisting with deal structuring, negations, and execution• Monitoring of portfolio companies’ performance across financial and business metrics, and assisting portfolio company management in developing business plans and strategy, as well as seeking strategic options or divestment opportunities for portfolio companies.• Responsible for end to end product development for investor interests matching with market opportunities. Creating value for target companies through structuring opportunities for qualified clients, coordinating with legal, regulatory, and commercial counterparties as well as placement agents for structuring.• Preparing and updating quarterly and annual investor reports on fund companies.

• Responsible for buy-side and sell-side advisory for divestitures and acquisitions, valuations, and developing financial models for startups, public companies.• Prepared relevant transaction documents such as confidentiality agreements, mandates, and various memorandums.• Worked directly with clients' management teams to develop presentations and pitches, and developed investor presentations and built operational and valuation models to support negotiations.

• Responsible for the administration side of several international equity funds, hedge funds, and fixed income funds. This includes the pricing, regulatory monitoring, and cash and accounts management.

• Monitored investments and advised clients on investment decisions for their portfolios (non-discretionary).