London Area, United Kingdom
I am a Warwick Business School MSc Accounting & Finance graduate with transaction-oriented experience across private equity and buy-side equity research. My focus has been on rigorous valuation, cash-flow modelling, and risk-adjusted capital allocation across both growth-stage private investments and public market equities. In Private Equity at 360 ONE Wealth, I built integrated three-statement and DCF models for consumer growth transactions (EV $5–10M), evaluated IRR sensitivity and capital structure scenarios, screened 50+ private-market opportunities, and supported Investment Committee reviews. Across prior equity research roles, I developed bottom-up valuation frameworks, stress-tested earnings assumptions, and analysed downside risk to inform portfolio positioning. I am motivated by analytical precision, accountability in capital deployment, and advising businesses at pivotal strategic moments, and I seek to build deep execution capability within high-performance investment teams.
• Produced 30+ weekly macro and equity market insights analysing global market movements, geopolitical events, and sector trends, published across WFS platforms
• Built integrated 3-statement and DCF models for 2 consumer growth-equity transactions (EV $5–10M), analysing free-cash-flow durability, leverage headroom, and exit scenarios to assess IRR sensitivity and support Investment Committee discussions • Screened and benchmarked 50+ private-market opportunities, evaluating operating leverage, cash-flow conversion, and valuation spreads to identify 10 high-conviction targets for further diligence • Developed KPI dashboards and sensitivity frameworks for 4 portfolio companies, supporting quarterly portfolio reviews and capital allocation decisions
• Trained 200+ students, mentoring 20+ to black belt level through technique training and confidence-building
• Updated and stress-tested DCF and trading comps models for 4 Healthcare companies under the Vrddhi PMS strategy, analysing earnings quality, margin sustainability, and peer valuation dispersion • Conducted bottom-up thematic research across Healthcare and Industrials, preparing market-sizing analysis and valuation comparables for 2 Investment Committee pitchbooks • Analysed downside scenarios and earnings sensitivity for existing portfolio holdings to support allocation and rebalancing decisions
• Conducted bottom-up equity research on 6 listed companies by analysing firm-specific KPIs, financial statements, and earnings quality, assessing business fundamentals and identifying key valuation drivers to support the formation of well-grounded investment views • Built detailed DCF valuation models for 2 companies, incorporating scenario and sensitivity analysis around growth, margins, and discount rates, and presented structured investment recommendations highlighting upside, downside, and key risks to senior members of the investment team • Monitored market indices and tracked company-specific developments, earnings releases, and macro factors for a ~$500M equity portfolio using Capital IQ, supporting ongoing portfolio monitoring and informed investment decision-making