Senior Analyst – Private Equity at GREEN ROCK ENERGY PARTNERS (2025-01 – Present)
- Executed key workstreams for the acquisition of a renewable natural gas platform alongside a $20MM debt upsize and LP capital raise, supporting transaction diligence, financial model development, lender Q&A, commercial negotiations, legal coordination, and closing.
- Evaluate new investments through financial and operational diligence, review of commercial contracts and key risks, and preparation of investment materials and recommendations for senior leadership.
- Executed a 50% investment tax credit step-up transaction, performing cost segregation analysis and coordinating tax documentation with external counsel and advisors.
- Perform asset-level financial analysis and FP&A, including cash flow modeling, budget-to-actual variance analysis, revenue and expense monitoring, and downside scenario analysis to support investment and operating decisions.
- Supported LP fundraising processes with participation from more than 80% of existing investors, preparing investor materials and coordinating subscription agreements, KYC/AML documentation, and fund-administration workstreams.
- Monitor portfolio operating performance, environmental attribute generation, and commercial results, including RIN generation and gas sales, while coordinating with management, operations teams, lenders, and external advisors on financing, compliance, and strategic initiatives.
Senior Associate – Early-Stage Lending Innovation & Strategy at SILICON VALLEY BANK (SVB) / FIRST CITIZENS BANK (2024-01 – 2025-01)
- Supported venture debt origination, structuring, underwriting, and portfolio management for early-stage technology companies across enterprise software, AI, CPG, fintech, and climate tech sectors.
- Conducted diligence, financial analysis, and underwriting for 34 venture debt term loans, achieving a 50% term-sheet-to-close conversion rate versus SVB's 15% average.
- Managed a portfolio of 35 venture-backed clients by monitoring liquidity, operating performance, fundraising outlook, investor support, covenant compliance, and debt repayment capacity, contributing to 4 refinancings and approximately $600MM in deposits.
- Maintained relationships with venture-backed clients through SVB's 2023 bank failure and transition to First Citizens, providing proactive communication on liquidity and banking needs and supporting client retention during a period of significant uncertainty.
- Partnered with the Product team to implement software tools streamlining legal documentation and financial reporting collection, reducing time to close from 65+ days to approximately 30 days.
- Supported full debt recovery from an insolvent startup's bankruptcy proceedings through documentation coordination and discussions with management, lead investors, and internal stakeholders.
- Mentored and co-managed junior analysts, including 6 analysts in the Associate Development Program, Salesforce training, accounting support, and onboarding initiatives.
Associate – Early-Stage Lending Innovation & Strategy at SILICON VALLEY BANK (SVB) / FIRST CITIZENS BANK (2023-01 – 2024-01)
Associate – Associate Development Program at SILICON VALLEY BANK (SVB) / FIRST CITIZENS BANK (2022-01 – 2023-01)
Alternatives Internship at Oppenheimer & Co. (2021-06 – 2021-08)
Internship at New York Life (2020-06 – 2020-08)
Internship at IRIS.TV (2019-06 – 2019-08)
Acquired by Viant Technologies