Sheryl Yeo Email & Phone Number

Singapore

• London-headquartered private equity firm managing an AUM of EUR 20 billion targeting mid-cap buyout investments and growth equity investments into asset-light tech-enabled businesses across sectors, primarily in Europe.
• DDQ Management: Assisted with DDQs and investor queries for both existing and prospective clients. Collaborated with IR team members and other departments (e.g., Deal teams, Portfolio Monitoring, Finance, Legal.
• Pipeline and CRM management: Identify potential investors and assist in prospecting LPs, cold emails etc. Analyze database to guide LP outreach strategy. Maintained up-to-date records in the CRM system - Salesforce.
• Relationship/ workflow management: Supported senior IR members with meeting coordination, taking detailed notes, and ensuring timely follow-ups after client interactions and investor events. Documented and distributed.
• Investor research and Presentation Support: Analyzed extensive databases, conducted supplementary research and transformed insights into presentation decks for strategic projects and fundraising initiatives. Compiled.
• Event Planning: Planned and successfully executed five investor events in collaboration with various internal teams and external vendors.

Singapore

• Swiss global private markets firm managing approximately USD 149 billion in AUM across private equity, private real estate, private debt and private infrastructure.
• Client management: Managed post-onboarding relationships of EUR 2-3B at any point of time (rotated quarterly), servicing institutional clients worldwide (Switzerland, Germany, Korea, the US and the Middle East)..
• Presentation and Investor Query Support: Created and updated presentation materials for quarterly update calls while providing technical expertise for adhoc and recurring complex investor queries. Collaborated with.
• Reporting and Negotiation: Independently led negotiations for new reporting demands for new and existing mandates based on teams’ capacity resources and feasibility, coordinating changes across other internal teams.
• Content creation: Authored investment video presentation scripts used by senior executives on the investment team.
• Process Improvement & Efficiency: Initiated and led projects that resulted in a c.34% improvement in time and resource efficiency across the team.

Singapore

• Singaporean brokerage firm with more than 80 branches spanning across SEA, Greater China, UK and North America.
• Conducted research and analyzed financial data for different companies
• Updated and made corrections to existing DCF models
• Produced monthly operating report for a company in the aviation sector which was distributed to clients

Melbourne, Australia

• Australian Financial Services Licensed venture capital investment and advisory firm that works with tech companies on capital raising and growth strategy.
• Performed Client Due Diligence
• Managed data rooms
• Proofread, reviewed and edited investor decks for clients
• Liaised with multiple vendors wrt to IPO preparation
• Administrative tasks: Translation, Client applications, created compliance powerpoint, redesigning of existing registers to improve tracking & management of resources

Melbourne, Australia

• TFF aims to develop an investment report to give an overview of the finance industry in Australia for 2019 using R, Python, Excel, VBA and Infogram.
• Analyzed current and past financial data, financial performance and identified trends
• Prepared reports to communicate insights of these reports to the executive team
• Presented different investment opportunities

Singapore

• ALVERPINE CAPITAL Singaporean investment consultancy firm advising M&A, private fundraising and corporate strategy. Affiliate of UJY-LSC group.
• Screened and qualified potential buy and sell sides to determine transactional feasibility and prioritized prospective targets accordingly
• Prepared teasers, mandates, engagement letter and information memorandums
• Developed a deal management system (linking meeting minutes, a dynamic weekly task list and weekly LIVE TOP 10 progress timeline)
• Supported executive team in strategic decisions through thorough research

Bachelor Of Commerce - Bcom, Accounting And Finance

Startup Sprint

One out of the 40 shortlisted participants selected for an intensive 3 day entrepreneurial program facilitated by a range of venture.

High School Education