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 allocation goals in order to create investment memos inclusive of management profiles, portfolio and track record analysis, and relevant market research.• 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 Powerpoint presentations and update letters.• 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 and systematic portfolio reviews.• 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.
