London Area, United Kingdom
I am a Private Markets transformation consultant specialising in Portfolio Monitoring, Data Governance, and Analytics for Private Equity, Private Credit, Venture Capital, and Infrastructure clients. With 7+ years of experience delivering SaaS implementations, data governance frameworks, and analytics solutions across APAC, EMEA, and the US, I combine project management (Agile, PRINCE2) with AI-driven financial data science to help investment firms achieve their target operating models. I have: Led 40+ portfolio monitoring implementations (iLEVEL, QVal) with 100% on-time delivery. Improved reporting efficiency by 40% and reduced data errors by 30% through automation and governance. Managed multi-region client programs supporting portfolios valued at $100B+. I thrive at the intersection of client and stakeholder engagement, structured delivery, and data transformation, delivering measurable business impact in the fintech and consulting space. Specialties: Private Markets Consulting | Project Management | Client & Stakeholder Engagement | Data Governance | AI & Data Analytics | SaaS Implementation | Financial Modelling & Valuation
• Lead digital transformation programs for Private Equity, Private Credit, VC, and Infrastructure clients, aligning SaaS portfolio monitoring solutions (iLEVEL, QVal) with strategic target operating models. • Deliver end-to-end project management, from stakeholder engagement and requirement gathering to UAT, go-live, and post-implementation optimisation. • Implemented data governance frameworks, improving portfolio data accuracy by 30% and reducing manual data processing time by 40%. • Drive initiatives and strategies to increase product adoption and client engagement, ensuring maximum ROI and sustained platform utilisation. • Partner with C-suite and investment teams to translate complex financial data into actionable insights, supporting portfolios valued at $100B+. • Manage multi-region client programs across EMEA, APAC, and North America, ensuring 100% on-time delivery and adoption.
Pursued Msc in Financial Data Science from UCD Michael Smurfit Graduate Business School
• Served as project lead for 15+ concurrent client implementations, ensuring seamless integration of SaaS portfolio monitoring platforms. • Delivered portfolio monitoring, optimization, reporting and analytics services for Private Equity clients, enhancing platform utilization and reporting capabilities. • Streamlined portfolio data architecture and automated data validation, reducing data reconciliation time by 25%. • Facilitated workshops with senior stakeholders to identify and close process gaps, introducing automation opportunities. • Designed and deployed custom KPI dashboards, valuation templates, and reporting workflows that cut report turnaround time by 35%. • Applied predictive analytics and PE/VC valuation models to improve investment decision-making efficiency. • Drove 95%+ user adoption within three months post-go-live
• Served as project lead for 15+ concurrent client implementations, ensuring seamless integration of SaaS portfolio monitoring platforms. • Delivered portfolio monitoring, optimisation, reporting and analytics services for Private Equity clients, enhancing platform utilisation and reporting capabilities. • Streamlined portfolio data architecture and automated data validation, reducing data reconciliation time by 25%. • Facilitated workshops with senior stakeholders to identify and close process gaps, introducing automation opportunities. • Designed and deployed custom KPI dashboards, valuation templates, and reporting workflows that cut report turnaround time by 35%. • Applied predictive analytics and PE/VC valuation models to improve investment decision-making efficiency. • Drove 95%+ user adoption within three months post-go-live
• Directed full-cycle SaaS implementations for global clients, ensuring delivery within agreed timelines and budgets. • Coordinated with cross-functional teams to deploy solutions tailored to complex capital structures and investor reporting requirements. • Led implementations for multiple Private Markets clients, ensuring accurate mapping of portfolio company KPIs, valuations, and fund metrics. • Developed bespoke reporting templates for institutional investors, improving transparency and consistency.
Department: Private Markets Group (PMG) Role: Product Implementation Consultant. Responsibilities: - Acting as an extension to New York based Client deployment team to implement, customize and enhance the services provided to investment Banks and Private Equity Clients. -Understanding of private Capital markets, Capital Market structures and Financial Accounting. -To Question and Understand the Client Requirements and to be analytical in the design of the reporting related to data. - To prepare Financial reports,Templates,configure portals as per client requirements. -Working on the multiple client implementations simultaneously and efficiently. Skills: Data Research and Analytics, Financial Reporting, PE/VC Valuations, Financial Modelling. Platform: iLevel, iVal
• Developed bespoke reporting templates for institutional investors, improving transparency and consistency. • Supported UK-based client delivery teams in deploying portfolio monitoring solutions for investment banks and private equity firms. • Designed data visualisation dashboards to enhance portfolio transparency and stakeholder reporting. Skills: Data Research and Analytics, Financial Reporting, PE/VC Valuations, Financial Modelling. Platform: iLevel, iVal