Senior Investment Analyst
Current- Evaluated venture capital, private equity, private credit, hedge fund, secondary, and co-investment opportunities across all stages, sectors, and geographies while considering family risk appetite and portfolio.
- Led investment due diligence calls, reference calls, and investment committee meetings for potential investments, and hosted monthly family investment performance and macroeconomic presentations using hand-crafted.
- Hired and managed a team of one real estate analyst and one investment accountant to streamline the investment process from sourcing to execution, acted as the family’s liaison for anything investment related.
- Acted as the family’s liaison for everything investment related and developed and maintained Bloomberg-enabled Excel/Airtable dashboards to track their wealth which facilitated the calculation of performance metrics.
- Executed fund subscriptions, completed KYC processes, liaised with the general counsel for LP agreement reviews, conducted ad-hoc research tasks, and personally sourced a number of investments.