Strategy Advisor & Media Contributor - I&A Communications Solutions - Miami, FL
(2025-10)
- Advised several Ukrainian businesses on strategy and operations; developed partnership strategy for a media company that generated 2 new U.S. business relationships
- Contributed reporting on business and social issues to 10+ stories, reaching 300K+ readers
Derivatives & Loans Product Management, AVP - JPMorgan Chase - New York, NY
(2023-03 - 2025-10)
- Spearheaded vendor migration after identifying excessive costs and compliance exposure, leading senior stakeholders to secure 15+ client approvals and deliver $400K+ in annual savings
- Led monthly strategy forum across Operations, Finance, and Product Dev., resolving 100+ cross-functional issues
- Built a pricing model to identify revenue leakage from client pricing variances, recovering $250K+ in annual revenue
- Refined the master operating model, which governs vendor contracting, budgeting, and resource allocation across our extended team, leading to new standardized fees
- Co-developed a global metrics platform used by 450+ employees, improving reporting efficiency and data accuracy
Derivatives & Loans Product Management Associate (Earned promotion ahead of standard cycle) - JPMorgan Chase - New York, NY
(2022-01 - 2023-03)
- Developed pricing proposals for 75+ clients, driving a 10% margin improvement and $150K in incremental revenue
- Designed an RFP response guide for future submissions, integrating AI and reducing response preparation time by 20%
Investment Banking Analyst - AGC Partners - Boston, MA
(2021-07 - 2022-01)
- Analyzed and pitched 4 prospective TMT M&A opportunities, converting 3 into client engagements
- Executed 5 transactions from valuation and due diligence through negotiation and closing, including Pearson’s acquisition of Credly ($200M) and Thoma Bravo’s acquisition of CircleHealth ($215M)
- Built financial models, valuations, customer analyses, and payout/recap models
Secondary & Real Assets Portfolio Associate - HarbourVest Partners - Boston, MA
(2019-09 - 2021-07)
- Modeled 200+ secondary opportunities to support pricing and execution of 25+ investments
- Analyzed $8B+ in portfolio assets and developed quarterly review presentations highlighting valuation & cash flow trends
- Built standardized analysis templates for recurring portfolio reviews, reducing preparation time by 15%
- Monitored portfolio company performance and collaborated with legal/compliance for transaction execution
Sr. Performance Analyst - NEPC, LLC - Boston, MA
(2019-01 - 2019-09)
- Led weekly meetings for a 7-person analyst team supporting 75+ client accounts, coordinating deliverables and action items to reduce turnaround times
- Analyzed performance data for S&P 500 clients, informing Director recommendations and contributing to 100% retention
Performance Analyst - NEPC, LLC - Boston, MA
(2018-03 - 2018-12)
- Produced customized reports for 10+ clients, partnering with Research and consultants to support investment decisions
Risk Analyst - SVB Leerink - Boston, MA
(2017-06 - 2018-03)
