Operations Expert

Led origination, underwriting, and execution of real estate investments, aligning capital deployment with fund objectives and portfolio optimization in a high growth fintech investment platform. Sourced, structured, and closed 47 investments totaling $20M, scaling the portfolio to $230M AUM and delivering 140% YoY growth in Q1 2023. Executed comprehensive financial modeling, scenario analysis, and IRR-based underwriting (targeting 12%-20% IRR over 2–5 years). Directed full-cycle management of transactions totaling, overseeing market screening, legal structuring, and post-acquisition monitoring, shortened execution timelines by 60% and increased deal conversion rate from 1% to 22%. Built and led cross-functional teams (8 internal, 6 external), improving investment throughput and accelerating time-to-close by over 30%. Collaborated with LPs and investment committee on projecting reports, aligning performance metrics with investment thesis.

Participated in the analysis of $2B+ in cross-border M&A transactions, supporting financial structuring, strategic advisory, and valuation for high-profile acquisitions in multiple sectors, resulting in a 35% revenue growth for the firm between 2022 and 2024. Advised on 17 international M&A transactions, including the $100M acquisition of a Spanish hotel and the $200M acquisition of Paris real estate, driving optimal deal structuring and investor positioning. Developed from scratch multi-criteria valuation Excel VBA models (DCF, comparables, precedent transactions, LBO) for valuation models reducing processing time by 40% and created key marketing materials. Supported execution of due diligence and pitchbook preparation for cross-border M&A deals spanning tech, real estate, and private banking. Assisted in end-to-end transaction execution, including market screening, due diligence, legal structuring, and post-acquisition oversight, to enhance operational performance and value creation.

Led B2B strategy and client acquisition, driving adoption of blockchain-based solutions for private equity management within the banking sector. Secured major French Banks, including Caisse d'Épargne, Banque Populaire & BNP Paribas, by developing a targeted B2B prospecting strategy, leading to a 110% increase in client engagements across commercial, private, and investment banking.

Provided tailored wealth management solutions to UHNW clients ($5M+ net worth), optimizing portfolios and enhancing client relationships. Managed contract structuring and investment benchmarking for high-net-worth clients, ensuring portfolio performance alignment with risk and return objectives while maintaining accurate internal records.