Research company fundamentals and business models and evaluate them to identify the best fit with our long-term investment strategy; construct stock pitches and submit to the fund for investments.Aggregate extensive research then analyzed and pitched over 20 undervalued stocks to the investment committee within 1 year, covering various industries and diverse sustainable business models.Build standardized models for the fund including DCF, M&A transactions, comparable company analysis, asset approach, etc.Actively adjusted investment positions and achieved over 133% return since inception (4 years).

Manage two $4M funds through in-depth economic research, portfolio allocation management, and operational process optimization through Excel and VBA.Interview C-level executives regarding business strategy, financial performance, KPIs, fund strategies, market conditions, and industry overviews to gain qualitative information for analysis.Conduct research to understand market dynamics and identify industry drivers, to proactively recommend growth opportunities that lead to the greatest ROI or strategic partnerships.Launch and analyze private real estate equity funds; provide onshore and offshore fund structuring aimed at minimizing investors’ taxes; build pitch-books and train leadership globally to win sales.Work independently to calculate fund’s P&L and net asset value and forecast future performance.

Spearheaded the development of the financial plan and quarterly forecasts for the $30M operating segment. Reviewed performance and prepared variance analysis of quarter-by-quarter results and compared to the forecasted figures.Pioneered monthly/quarterly scorecards and internal reports with key performance metrics, which were reviewed by executive management and used for decision-making purposes.Performed product research to streamline a number of motor models offered (from 150 to 100); saved internal and external management costs and increased work efficiency.Managed vendor relationships and partnerships; renegotiated pricing and terms, brought down the cost of goods sold (mainly consisting of raw materials, vendor goods, and shipping fees), and increased gross margin to 25%.

Worked with cross-functional teams to complete a $100M project under a challenging timeline, including prioritization through NPV analysis, financial analysis, budget management, and vendor due diligence.Created “$0” investment strategy and led heat pump installation project and reduced annual utility cost by $1 million.Presented energy-saving innovations at the annual LG EESH global conference; awarded solver prize by LG Korea Headquarters.Mentored junior analysts to meet corporate standards within 3 months after onboarding process.