Executive Operations & Due Diligence Associate at Private Family Office – $1B+ AUM (2025-05 – Present)
Accelerated investment decision timelines and enhanced Limited Partner communications through comprehensive due diligence analysis and financial reporting.
- Accelerated investment decision timelines by 30% by conducting comprehensive due diligence analysis of target companies across private equity, venture capital, and real estate deals transactions
- Enhanced Limited Partner communications by analyzing and reporting financial performance through 25+ detailed investment memoranda synthesizing complex financial data & market analysis for institutional investors
- Influenced $5M+ in equity investment decisions by underwriting potential financing transactions through intensive due diligence on company financials, competitive landscapes, and management teams for potential acquisitions
- Improved deal evaluation efficiency by 20% by developing sophisticated financial models including LBO models and DCF analyses to assess portfolio company performance and returns across multiple concurrent transactions
- Reduced due diligence timelines by 40% by implementing AI-powered analytical tool to automate extraction and organization of key data from investment memoranda and data rooms, enabling faster opportunity screening and evaluation
C-Suite Marketing Executive (Private Client) at Personal & Executive Assistant (2022-08 – Present)
Managed dynamic scheduling system, executive briefings, personal and household logistics, domestic and international travel, and vendor accountability for C-Suite marketing executive.
- Designed and managed a dynamic scheduling system for 35+ weekly professional and personal appointments, proactively protecting critical commitments amid constantly shifting demands, sustaining zero scheduling conflicts across nearly 3 years
- Prepared daily executive briefings, morning priority summaries, and end-of-day action item recaps, enabling clear real-time visibility into all commitments and ensuring follow-through on every open item
- Managed all personal and household logistics—errands, purchasing, returns, vendor coordination, and childcare—functioning as the single point of contact for all staff and service providers
- Coordinated all domestic and international travel—commercial and private aviation, luxury accommodations, and ground transportation—with proactive contingency planning on every trip
- Independently resolved emerging issues before they required executive attention and adapted instantly to urgent requests, earning sustained trust as an indispensable operational partner
- Enforced vendor accountability with composure: addressed substandard work, upheld quality standards, and advocated for the principal's interests through professional, solutions-focused negotiation
Chief of Staff at MPG Ventures, LLC (2024-01 – 2025-05)
Served as strategic right hand to Founder/CEO, managing priorities, cross-functional initiatives, and strategic decision-making.
- Served as a strategic right hand to the Founder/CEO, acting as a trusted advisor and force multiplier to drive key initiatives and decision-making
- Functioned as a gatekeeper for the CEO's time, priorities, and communications; ensuring focus on highest-impact opportunities and filtering inbound requests
- Translated the CEO's vision, ideas, and long-term aspirations into clear, actionable strategies, roadmaps, and execution plans across the organization
- Led and coordinated cross-functional initiatives, aligning stakeholders and owning execution of high-priority projects from concept through completion
- Operated as a central hub for information and decision flow, enabling faster, more informed strategic decisions and improving organizational efficiency
Investment Intern at Wafra (2023-01 – 2023-12)
Analyzed financial performance of investments, built financial models, assisted in underwriting transactions, and prepared investment materials for institutional investors.
- Analyzed and reported financial performance of existing investments across private equity, real assets, and alternative investment opportunities supporting multi-billion-dollar portfolio decisions for institutional investors
- Worked collaboratively with senior management to build and maintain detailed financial models including DCF analysis and LBO modeling, providing actionable insights for investment committees and Limited Partner reporting requirements
- Assisted in underwriting potential financing transactions by collaborating with cross-functional teams including finance, legal, and compliance to streamline transaction execution from initial screening to closing
- Prepared investment memoranda, pitch decks, and client-ready presentations for Limited Partners, ensuring accuracy, clarity, and alignment with firm strategy and investor relations best practices
- Reduced investment committee approval timelines by 35% by partnering with finance, legal, and compliance teams to design standardized memorandum templates and analytical frameworks streamlining transaction workflows
Real Estate Analyst Intern at Kuwait Investment Authority (2021-08 – 2022-12)
Reduced portfolio risk, increased occupancy rates, and accelerated investment committee approval processes through financial modeling and analysis.
- Reduced portfolio risk exposure by 15% by developing comprehensive financial modeling including DCF analysis and LBO modeling to assess acquisition feasibility across $200M+ real estate portfolio
- Increased portfolio occupancy rates by 11% by analyzing operational metrics, revenue trends, and market conditions to optimize investment performance and enhance LP reporting insights with working knowledge of leasing and budgeting structures
- Accelerated investment committee approval processes by 30% by preparing detailed financial models with sensitivity analysis including DCF and precedent transaction analysis and investment memoranda with actionable acquisition insights for senior stakeholders
