Recruited as an industry expert in financial services and global debt buying & debt collection industry to advise investment funds, PE firms, asset managers, and consulting firm clients on strategy, market, and competitive intelligence primarily related to US and European markets. Third Bridge is a global research firm disrupting the traditional investment research market, providing some of the world’s largest hedge funds, mutual funds, private equity funds and management consultancies with unique, human-led insights to help them make better investment decisions. It serves over 1,000 investment firms, offering clients 24/7 coverage through its team of 1,000 employees located across eight offices.Third Bridge Forum gives investors clarity and insight through detailed Interviews with industry executives, providing granular and highly relevant information that is hard to find elsewhere. Third Bridge Connections offers investors direct access to prequalified industry experts through 1:1 consultations and private meetings, providing unfiltered insights into companies and markets.New York I London I Los Angeles I Hong Kong I Beijing I Shanghai I Mumbai

Directing and managing a dynamic finance team of six professionals with an extensive scope of responsibilities, including strategic oversight of fixed income investments, treasury operations, and the meticulous management of interest rate risk. Simultaneously, orchestrating the entire spectrum of financial functions, encompassing planning, comprehensive budgeting, and sophisticated financial reporting, including the preparation of the highly critical Board of Directors package.

Led cross-functional internal deal teams through all aspects of M&A deal processes, from market and industry trend research to closing and integration, ensuring seamless and successful transactions.Coordinated qualitative and quantitative analyses to support transaction deliverables and the advancement of advanced molecular diagnostic technology capabilities, further strengthening partnerships and revenue opportunities.Spearheaded debt and equity capital fundraising, identifying and securing innovative financing sources.

Implement and monitor strategic initiatives, including investment decision and risk management framework improvements for $1B+ in annual investments, as well as dashboard enhancements for KPIs used to evaluate EU, NA, and LATAM BUs and corporate performance. Lead challenging coordination and collaboration with globally positioned department leaders to streamline content development process for BOD and C-suite presentations. Build valuation and and other corporate finance models to conduct market and global competitor analysis and research to facilitate corporate strategy formulation. Contributed to enhancements in Board of Directors presentations, investor relations, treasury and capital markets transactions. Analyzed large past M&A transactions for presentation to the Board of Directors in support of future strategic corporate development activity.

Onboarded to lead the valuation, risk management, and build out global market portfolio analytical function following the company's recent expansion into EMEA, Latin America, and APAC. Managed a team of analysts performing pre-purchase investment valuation and post-purchase portfolio management, risk management, and forecasting related to non-performing, semi-performing, and performing loan investments. Spearheaded numerous valuation model and process enhancements impacting portfolio returns, investment processes, and risk exposure. Developed a valuation and risk management framework for the nascent India investment operation.

Selected to join the Risk Management Department of the Investment Bank in order to lead the analytical efforts of a multi-year project to replace a legacy risk management system with new in-house risk factors and valuation enhancements focused on derivatives and structured products valuation and analysis, using complex valuation models. Coordinated efforts across the entire organization to implement, test, validate, and gain sign-off on the new system. Developed and utilized numerous in-house analytical tools and models to validate. Regularly tapped to lead special risk management and valuation projects.

Directed a new team of analysts to provide quantitative analysis and valuations for Hedge Fund clients and other asset managers related to portfolio management, risk management, compliance, and fund liquidation. Mentored junior analysts. Led a fund recovery project for clients by evaluating liquidations and fund lawsuits, as well as analyzing trends to determine strategic funds recovery roadmap. Partnered with senior management to develop and deliver presentations to potential clients.

Enhanced the return while managing the risk of the hedge fund securitized credit portfolio (MBS, RMBS, ABS, CDO, CDS, CMBS, ABX). Conducting research and credit/collateral analysis of potential and current investments. Generating asset allocation ideas and recommendations for portfolio managers and traders. Developing financial models to analyze performance and optimize portfolio construction.

Developed and implemented ABS (RMBS) and whole loan analytical system for trading and structuring. Led the securitization process of multiple $1B+ RMBS securities. Performed structure modeling and optimization to achieve the best credit enhancement from rating agencies. Partnered with investment bankers to ensure structure marketability and maximize execution economics. Used empirical research using large data sets to support the system development of a loan-level pricing model and implement risk-based loan pricing. Partnered with senior executives to expand institutional investor base.

Optimizing loan pool composition to obtain the best loss coverage from rating agencies. Modeling different securitization structures including derivative hedges to achieve the lowest possible credit enhancement from rating agencies. Partnering with investment bankers to ensure structure marketability and maximize economics. Creating term sheets and prospectuses in collaboration with attorneys and accountants.