Functional Skills
Business Analysis
Business Planning
Carve-Outs
Commercial Due Diligence
Corporate Finance
Economic Analysis
Financial Due Diligence
Financial Management
Financial Modeling
Financial Planning & Analysis (FP&A)
Growth Strategy
Investment Banking
M&A Deal Sourcing
Private Equity Investing
Strategic Planning
Software Skills
Capital IQ
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Aerospace & Defense
Financial Services
Industrials
Technology
Transportation & Logistics
Languages
Japanese
Bulge Bracket Investment Banks
Experience
Twenty Acre Capital
Finance
Senior Research Analyst
9/2019 - Present
Senior fund analyst focused on generating potential investments, publishing recommendations and monitoring performance. Lead sector coverage for internet/ecommerce, mobility, fintech, hardware and semiconductors to identify structural trends, competitive shifts, and catalysts that drive idea generation. Assess thematic exposures and event‑driven risks across coverage. Long-term, bottoms-up orientation to research analysis. Conduct detailed financial modeling and fundamental research to develop proprietary views on business quality, key drivers of value, and sources of market misunderstanding. Maintain active coverage of 25-30 existing and potential investments with scenario-based price targets. Articulate catalysts, risk factors, and expected returns. Collaborate closely on position sizing, liquidity considerations, and thesis durability.
BBVA – Corporate and Investment Bank
Finance
Senior Vice President
5/2014 - 9/2019
Senior portfolio manager with responsibility for a book of $1.4 billion in corporate lending to domestic and international credits across diverse loan structures and products; coverage of consumer, leisure, transportation and industrial issuers. Core strengths in financial analysis and fundamental research supporting management with proprietary views on strategic, financial, and operational factors for risk-taking and risk management. Develop and vet financial models and projections
Deutsche Bank
Finance
Vice President
4/2011 - 10/2013
Extensive, cross-functional experience from origination to completion in financing, deal structuring, M&A and restructuring transactions across core accounts for large-cap and mid-cap business services, industrial and transportation clients. Managed all phases of client engagements through direct dialogue with clients and coordination of work product including detailed valuation analysis, capital structure alternatives, drafting of materials and facilitating the due diligence process
UBS
Finance
Associate/VP
8/2006 - 4/2011
Experienced leader in all aspects of the due diligence process for capital markets and strategic transactions, including meeting with senior management, consultation with industry experts and managing legal and accounting resources. Led teams performing detailed financial analyses, including liquidity analysis, discounted cash flow, comparable companies, precedent transactions, leveraged buy-out, accretion/dilution and sum-of-parts models.