Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Noor
Work Experience
Vice President - Investor Relations
2022
Manager - Investor Relations
2021 - 2022
2016 - 2020
Senior Financial Analyst
2016 - 2020
• Responsible for providing fund and business level financial analysis to the Deal and Investor Relations teams within the Senior Debt business comprising of 13 multi-billion dollar funds • Directly support Investor Relations by developing and preparing due diligence (DDQ), LP materials, performance memos, and roadshow materials • Create and maintain comprehensive fund level models to assess overall profitability of the funds, manage cash flows, support investment strategic initiatives, business plans, and stress testing for the Senior Debt business. Leverage such models across the various funds to create bespoke presentations for existing and prospective investors • Designed the framework for new reporting requests and building out of new reports shared with both internal and external stakeholders for internal revenue decisions and marketing of new funds • Run sensitivity and scenario analyses around model inputs to highlight key metric impacts on portfolio performance • Responsible for preparing the annual Senior Debt P&L, quarterly forecasts, and variance analysis between actual and budget to evaluate productivity, profitability, and possible areas of improvement in revenue generation and/or expense reduction • Conduct portfolio analysis to calculate and monitor key portfolio metrics, e.g. cash yield, all-in yield, IRR, loss rates, management fee and carry • Collaborate with Mezzanine and Direct Lending Solutions business lines to run current and future returns analysis
2014 - 2016
Transfer Pricing Senior Consultant
2014 - 2016
• Analyzed complex financial information and reports to provide recommendations to Fortune 100 organizations for tax planning purposes to reduce effective tax rates and cash tax • Managed and maintained direct client correspondence, budgets, drafted transfer pricing memorandums, and created client presentations • Conducted debt capacity, loan valuations, IP valuations, and cash pooling analysis for intercompany funding transactions • Conducted synthetic credit rating analysis using rating agency methodologies to determine credit ratings for non-public entities • Used databases such as Bloomberg, DealScan LoanConnector, OneSource, Capital IQ, and Thomson Reuters to conduct options pricing and various terms adjustments to market data to estimate a range of results for US IRS Documentation purposes • Worked directly with various directors and partners within the International Tax/Transfer Pricing group both domestically and internationally in securing new business
2011 - 2014
Financial Services Transfer Pricing
2011 - 2014
• Performed financial statement and ratio analysis for interest rate benchmarking and debt capacity analysis for major financial and non-financial enterprises within the United States and globally • Evaluated intercompany guarantees, letters of credit, placement facilitation services, back and middle office services contributions and intangible property using a variety of valuation methods • Involved in extensive valuations using DCF for acquisitions of both tangible and intangible assets such as branches, business segments, preferred shares, design, brand and other related intellectual property • Conducted extensive company and industry analysis, and competitor research and analysis across the investment banking, asset management, hedge fund, insurance and manufacturing sectors
2009 - 2010
Investment Banking Analyst
2009 - 2010
• Developed and created financial statements and complex financial models for company valuations, analyzed pro forma effects of M&A activity using discounted cash flow analysis and market multiples • Conducted market research for an investment fund to identify prospects for gap financing in the manufacturing, value-added distribution and services sectors • Assessed recoverability of debt and variability of key cost and earnings variables using statistical analysis tools • Planned, organized and managed the largest company conference on “best practices” to generate new business • Transaction Experience: Undisclosed Companies: Worked directly with senior bankers on a total of $60 million in potential sell side mandates in the information technology and plastics manufacturing industries Company Held Investment Fund: Supported funding of projects worth $12 million and anticipated ROI of 15% over the term of the projects
2009 - 2009
Research Analyst Intern
2009 - 2009
• Led a team in a valuation/analysis project to conduct the first vintage based credit analysis on publicly traded Business Development Companies (BDC). This analysis was shared with premium buy-side clients • Analyzed credit quality through portfolio classification by investment type (senior secured, second lien, etc.), interest rates, non-accruals, and investment write down by loan vintages • Estimated forward default/recovery rates based on Moody’s, J.P. Morgan, and Goldman Sachs forecasts and concluded a definitive liquidation value