Functional Skills
Business Analysis
Business Development
Business Operations
Campaign Optimization
Compliance and risk
Corporate Finance
Financial Modeling
Investor Relations
Leadership Development
Market Research
Project Management
Strategic Planning
Customer Relationship Management
Quality Control
Accounting
Software Skills
Salesforce
Microsoft Excel
Microsoft PowerPoint
Bloomberg
Sharepoint
ARGUS
Mailchimp
Sector Experience
Financial Services
Real Estate
Languages
English
Spanish
Countries Worked In
AU BR HN IN USCase Study
Case Studies
CRM Implementation for a Private Equity Firm
Financial Services
Business Operations
Sales Operations
Software Implementation
Investor Portal for Private Equity Firm
Financial Services
Technology Strategy
Investor Relations
Software Implementation
Due Diligence Questionnaire Technology for Private Equity Firm
Financial Services
Investor Relations
Operational Due Diligence
Technology Strategy
Backlog of Quarterly Investor Reports -> Process Improvement for future deliverables
Real Estate
Market Research
Investor Relations
Regulatory Compliance
Financial Modeling Transformation
Consumer Goods
Financial Modeling
Financial Statement Preparation
Financial Due Diligence
ILPA Advisory
Financial Services
Commercial Due Diligence
Data Management
Enhanced Due Diligence (EDD)
Bulge Bracket Investment Banks
Experience
Leste Group
Sales
Head of Investor Relations
5/2023 - 8/2025
• Organize and facilitate investor and prospect meetings and ensure that appropriate members of the team are in attendance when and where necessary.
• Originate and build relationships with relevant institutional LPs, including family offices, financial institutions, RIAs, small to midsized pension funds, endowments & foundations, and insurance firms.
• Serve as the primary liaison between the firm and its investors; address investor inquiries, provide updates, and ensure investor satisfaction.
• Attend industry conferences to forge connections with potential investors. Leverage networking opportunities to expand the firm's investor base.
• Actively participate in asset management, investment committees, and valuation committees. Contribute insights and expertise to inform critical decisions.
• Collaborate with upper management to create a targeted and an effective communication strategy to potential investors.
• Work closely with legal, compliance, and marketing teams. Coordinate efforts to align business objectives and maintain compliance with regulatory requirements.
• Spearhead the establishment of infrastructure necessary to accept capital from sophisticated investors, including US Pension Funds, Insurance Companies, Endowments, and Foundations.
• Ongoing efforts to develop a robust CRM system to capture investor data, fundraising progress, and road show interactions.
• Collaborate with fund administration and back-office teams to streamline processes, meet repo
• Originate and build relationships with relevant institutional LPs, including family offices, financial institutions, RIAs, small to midsized pension funds, endowments & foundations, and insurance firms.
• Serve as the primary liaison between the firm and its investors; address investor inquiries, provide updates, and ensure investor satisfaction.
• Attend industry conferences to forge connections with potential investors. Leverage networking opportunities to expand the firm's investor base.
• Actively participate in asset management, investment committees, and valuation committees. Contribute insights and expertise to inform critical decisions.
• Collaborate with upper management to create a targeted and an effective communication strategy to potential investors.
• Work closely with legal, compliance, and marketing teams. Coordinate efforts to align business objectives and maintain compliance with regulatory requirements.
• Spearhead the establishment of infrastructure necessary to accept capital from sophisticated investors, including US Pension Funds, Insurance Companies, Endowments, and Foundations.
• Ongoing efforts to develop a robust CRM system to capture investor data, fundraising progress, and road show interactions.
• Collaborate with fund administration and back-office teams to streamline processes, meet repo
I Squared Capital
Sales
VP Investor Relations and Head of Investor Services
10/2018 - 4/2023
• Global fundraising for Equity ($15bn), Growth Markets ($2.5bn), Credit ($2bn), and Technology ($250mn) mandates.
• Built and led a comprehensive investor targeting program to find potential new investors while supporting existing investors.
• Tracked LP and prospect meetings, calls and investor requests in Salesforce. These requests related to tax, compliance, finance, due diligence questionnaires, track records, and ad hoc.
• Produced marketing collateral including pitchbooks, fund factsheets, case studies, portfolio and investment summary tables, gross and net cash flows, performance attributions, and onsite presentations.
• Completed due diligence questionnaires, requests for proposals, custom analysis, and other information requests from prospective investors.
• Prepared quarterly investor letters and accompanying investment summaries.
• Conducted industry research, gathered competitive intelligence, and analyzed proposed terms to inform product strategy.
• Managed three direct reports and developed teamwide key performance indicators to facilitate informed decision making.
• Partnered with legal professionals to create private placement memoranda, limited partnership agreements, and other legal and regulatory documents as part of go-to-market effort for new funds.
• Prepared and organized annual Limited Partner Advisory Committee and General Investor Meeting.
● WORK HISTORY (CONTINUED)
• Built and led a comprehensive investor targeting program to find potential new investors while supporting existing investors.
• Tracked LP and prospect meetings, calls and investor requests in Salesforce. These requests related to tax, compliance, finance, due diligence questionnaires, track records, and ad hoc.
• Produced marketing collateral including pitchbooks, fund factsheets, case studies, portfolio and investment summary tables, gross and net cash flows, performance attributions, and onsite presentations.
• Completed due diligence questionnaires, requests for proposals, custom analysis, and other information requests from prospective investors.
• Prepared quarterly investor letters and accompanying investment summaries.
• Conducted industry research, gathered competitive intelligence, and analyzed proposed terms to inform product strategy.
• Managed three direct reports and developed teamwide key performance indicators to facilitate informed decision making.
• Partnered with legal professionals to create private placement memoranda, limited partnership agreements, and other legal and regulatory documents as part of go-to-market effort for new funds.
• Prepared and organized annual Limited Partner Advisory Committee and General Investor Meeting.
● WORK HISTORY (CONTINUED)
H.I.G. Capital
Customer Service
Head of Investor Services
6/2016 - 10/2018
• Partnered with different internal groups in connection with fundraising activities.
• Managed a team of four to work closely with internal groups (tax, compliance, treasury, accounting, deal teams) to compile responses to investors' requests, complete due diligence questionnaires and requests for proposals.
• Reviewed quarterly portfolio company valuations and produced fund level investor reports, portfolio company summaries, investor letters, and other investor related documents and marketing materials.
• Processed investor subscription documentation, checking for reasonableness and completeness, and entering appropriate information into Client Relationship Management system.
• Participated in the design and execution of special projects, including automation efforts, quality control testing, and business development.
• Participated in the analysis of investment performance and analysis of cash flows for investment activity.
• Managed a team of four to work closely with internal groups (tax, compliance, treasury, accounting, deal teams) to compile responses to investors' requests, complete due diligence questionnaires and requests for proposals.
• Reviewed quarterly portfolio company valuations and produced fund level investor reports, portfolio company summaries, investor letters, and other investor related documents and marketing materials.
• Processed investor subscription documentation, checking for reasonableness and completeness, and entering appropriate information into Client Relationship Management system.
• Participated in the design and execution of special projects, including automation efforts, quality control testing, and business development.
• Participated in the analysis of investment performance and analysis of cash flows for investment activity.
JPMorgan Chase & Co
Product Management / Strategy
Vice President – Private Equity and Real Estate
11/2011 - 6/2016
• Served as a point of contact for fund related inquiries.
• Prepared RFPs and sales reports.
• Produced sales presentations for Alternative Investment products and services.
• Assisted in the monthly and quarterly valuation and tolerance analysis, stress test, portfolio performances IRR.
• Delivered material related to ongoing monitoring of investments and metrics for investors.
• Ran the portfolio company drilldown of underlying investments.
● Additional Work Experience
• Prepared RFPs and sales reports.
• Produced sales presentations for Alternative Investment products and services.
• Assisted in the monthly and quarterly valuation and tolerance analysis, stress test, portfolio performances IRR.
• Delivered material related to ongoing monitoring of investments and metrics for investors.
• Ran the portfolio company drilldown of underlying investments.
● Additional Work Experience