Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$2,500,000.00
Skills
Lists including Marcus
Work Experience
2023
Financial Planning and Analysis Manager
2023
2020 - 2022
Investment Analyst
2020 - 2022
- Quantitative & qualitative analysis of startups that supported a USD 10 million investment. - Planned and executed a data initiative where I implemented and maintained the company’s database using low-code platforms such as Hubspot and Airtable.
2019 - 2020
Strategy and Transactions Manager
2019 - 2020
- Financial and strategic consulting on projects that added more than BRL 2 million in revenue to EY. - Implemented an Excel macro that automated a daily task reducing its time from 90 minutes to less than a minute with a click of a button. - Managed and mentored junior members of the team.
2012 - 2018
Strategy and Transactions Manager
2016 - 2018
- Financial and strategic consulting on projects that added more than AUD 10 million in revenue to EY. - Built a financial model to help the client evaluate strategic options on a AUD 20 billion investment. - Managed and mentored junior members of the team.
Strategy and Transactions Senior Consultant
2015 - 2016
- Financial and strategic consulting on projects that added more than AUD 4 million in revenue to EY. - Built a financial model to help the client evaluate strategic options on a AUD 1 billion investment.
Strategy and Transactions Senior Consultant
2013 - 2015
- Built a financial model to help the client evaluate strategic options on a BRL 700 million investment.
Strategy and Transactions Trainee
2012 - 2013
- Built a financial model to help the client evaluate strategic options on a USD 20 billion investment.
2011 - 2012
Back Office Analyst
2011 - 2012
- Validation of transaction amounts, registration of new clients and transaction allocation.
2009 - 2011
Intern
2009 - 2011
Trading Desk
2009 - 2009
Intern
2009 - 2009
Equity Research