Konvoy Ventures(风险投资公司)
- 募集了1亿美元以下的风险投资基金. The LP base includes large family offices and high-net-worth individuals, and the portfolio includes nine investments (to date).
- Spoke regularly at conferences across the United States.
- Actively invested in media and entertainment, specifically in esports and video gaming companies.
关注领域:娱乐 & 休闲, 投资, 风险资本, 种子筹款, 媒体, 视频游戏, 天使/种子资金, 早期风险投资, 意大利投资
摩根士丹利(Morgan Stanley)
- Leveraged 摩根士丹利(Morgan Stanley) equity research, 技术指标, 交易活动, 投资者的趋势, and reputable colleagues to generate transaction-oriented trade ideas that created alpha for our 200+ institutional clients.
- 上市销售, 后续的产品, and block trades to institutional asset managers, 比如阿里巴巴, 火箭网, 伊玛尔商场集团, 和Naspers.
- Pitched, discussed, and monetized 摩根士丹利(Morgan Stanley)'s content and platform for equity research.
- Developed and wrote content for client distribution, 包括市场评论, 投资者定位, 全球事件分析, 政治风险评估.
- Built my own technical and fundamental models that were linked with 彭博 formulas in order to live-update whenever refreshed. This automated my investment and market analysis process which I leveraged across my client base (top hedge funds and asset managers in the world). I can build fully functioning financial models that have formula plugins to outside data sources.
- Contributed to other ad-hoc projects, such as Global Best Ideas and the weekly “Global Reflections” note that is distributed to over 50,000 institutional clients each week.
- Utilized the experience in the energy sector that I gained after getting a geology degree in college, interning at an upstream oil and gas company in Houston (NYSE: CXPO), and spending a considerable amount of time following the sector while at 摩根士丹利(Morgan Stanley).
重点领域:模型开发, 业务规划, 估值, 金融建模, 关系管理, 投资, 地缘政治风险, 新兴市场, 执行报告, 股票研究, 资本市场
INTL FC Stone
- Executed mergers and acquisitions (M&A) advisory for middle-market companies in the mining, agriculture, and energy sectors.
- Prepared deal committee memoranda and pitch books to describe industry trends and companies’ fundamentals.
- Completed Capital IQ screens for comparable companies and precedent transactions analyses.
- Built financial models for middle-market deals.
Focus areas: 估值, 金融建模, 合并 & 收购(M&A), 球场上甲板, 新兴市场, 投资银行
贝莱德
- 支持阿拉丁, 贝莱德’s proprietary investment platform, by offering operational support for internal portfolio managers and traders.
- Created and automated custom reports for firm clients focused on position analysis, evaluating risk exposure and identifying derivative contract discrepancies and unsettled trades from the previous day.
- Joined a special working group focused on developing a new internal trading platform.
重点领域:交易应用, 投资, Operational Efficiency Improvement, 产品开发, 技术