Sofia Theophilus Email & Phone Number

Washington, Dc, Us

Greater New York City Area

Scale plan for Asia-US cross-border and corporate financing programs for one of China's largest banksServe as US-based thought partner and advisor for clients and Asia colleagues; manage and grow C-level business relationships worldwide; current partnerships include large multinational companies across logistics/warehousing, real estate, healthcare, e-commerce, fund management, consumer and manufacturing industries.Collaborate with senior management and cross-functional departments to explore new products, negotiate and restructure programs to adapt to evolving stakeholder needs, and promote and draft policies, procedures and business plans to broaden scope of North American business platform.Financial Acumen: cross-border M&A, pre-IPO / privatization, commercial real estate, project financing, working capital, structured finance, subscription fund financing, syndicated loans, etc.

West Java, Indonesia

Global advisory and business development strategist for privately-owned manufacturer and exporter of baby and children's wear, with major OEM partnerships such as Armani Baby, Disney Store, Ebsco Knit (C&A), Emile Et Rose, Tesco, British Home Stores (BHS), Adams, Woolworths, Grobag and Vanilla Park in the US, Canada, UK Europe, Australia and the Middle East.

Beijing, China

Evaluated prospective alliance opportunities (i.e., M&A, private equity, joint venture, etc.) in North Asia/Greater China region to increase global footprint of ORIX Corporation (NYSE: IX), Japan’s largest non-bank financial groupCultivated relationships in mining, education, consumer products, real estate and technology industries to capture growth opportunities for market expansionAssisted portfolio companies in sizing new business opportunities, driving organizational design conversations, and leading the development of KPIsConducted detailed active valuation, financial modeling, due diligence, and documentation relevant to new deal evaluation and presentation

Shanghai, China

Investment Banking Division (Beijing & Shanghai)Worked closely with CEO and senior management to drive firm's key strategic projects; including market research, building new partnerships, capital raising, and analysis and presentation of complex data to influence and build consensus for a new emerging market-focused business initiative Advised local and multinational clients on M&A, pre-IPO, PE/VC financial solutions across technology media telecom (TMT), shipping, logistics, agriculture, manufacturing, renewable energy, healthcare and financial services industriesPromoted to VP and Head of Research & Execution Team after 5 months. Managed team producing all industry research, financial modeling, due diligence and preparation of deal marketing and analysis documents. Management responsibilities included analyst training, project allocation and drafting and review of materials such as investment memorandums, teasers, business plans, management presentations, pitch books, etc.

Greater New York City Area

Developed, marketed and delivered complex, cross-border financing and hedging solutions which optimized and monetized economic, operational, legal and tax objectives of stakeholders and clients Strong track record of implementing multiple billion-dollar transactions, generating over US$50 million in revenues per annumSpecialized in global, cross-border solutions, gaining first-hand exposure to US, Europe, Asia and Latin America; cultivated comprehensive and diversified structured finance knowledge--spanning across all asset classes (i.e., bonds, equities, swaps, currencies, derivatives, etc.)Partnered with cross-functional teams through all aspects of business case development, product requirements, negotiations and contractsRecruited as part of Highly Selective Global Markets Associate Training Program; Other Rotations include International Equities, Foreign Exchange and Commodities Sales

Greater New York City Area

Global Emerging Markets and Foreign Exchange SalesAnalyzed market conditions and investment strategies for Russia, South Africa & China and presented findings to senior level management executivesTraveled with senior Asia-based research analysts to meet US hedge fund clients, given Chinese proficiency

Greater New York City Area

Assisted corporate lawyers in advising hedge fund, mutual fund and other investment management clients on regulatory compliance and implementation of sound business practices Conducted research on provisions of the US Securities Acts of 1933 and 34, Investment Company Act of 1940, SEC and NASD regulations on practices such as “soft-dollar,” anti-money laundering and proxy voting, etc.

Greater New York City Area

Produced client pitch books resulting in new client acquisition and 10% deal flow increaseGenerated market analysis of short-term products, which investment bankers used to increase product knowledge and to cross-sell productsWorked collaboratively with Head of Investor Marketing to identify and market transactions to appropriate investors, prepare periodic investor reports, and respond to RFPs and ad-hoc investor queriesPan-sector coverage which included FIGs, insurance, consumer, manufacturing and pharmaceuticals; new issuances ranged from plain-vanilla investment grade to asset-backed structured corporate offeringsParticipant of the Highly Selective Investment Banking Analyst Training Program

Ba, English, Philosophy

Business And Language Program

Completed a graduate certificate in Global Management which included intensive Mandarin Chinese as well as area studies courses.

Mba, Financial Instruments & Markets And Business Law

Activities and Societies: ● President, Asian Business Society (over 300 members) ● Recipient, Annual Stern School Service Award.

International Business

Study Abroad

International Business

Study Abroad