St Gallen, St Gallen, Switzerland
Special Situations Group
Non-profit • Structure and execute projects from proposal to reporting, with full responsibility for implementing accurate accounting standards, resulting in a Ministry of Finance audit with no findings in 2024 • Co-founded a family non-profit organisation supporting at-home treatment and med-tech research for my younger brother, diagnosed with a complex neurological condition and a rare genetic disorder
Investment Directing & Credit Research • Constructed and presented an investment thesis on a US$300 million high-yield telecom bond issuer, underpinned by bottom-up, macro, and relative value analysis, generating purchase interest from three portfolio managers • Produced client-ready materials for ESG global corporate bond funds, synthesising cross-team inputs to convey investment edge through clear performance insights • Initiated and coordinated a firm-wide Bloomberg Terminal training session for all interns at Bloomberg’s office
M&A • Contributed to valuation, due diligence, and execution of buy-side and sell-side M&A transactions exceeding €100 million, utilising DCF, comparable company analysis, and precedent transaction analysis • Prepared key transaction documents, including investment teasers and confidential information memoranda • Performed financial and commercial analysis for a potential €50+ million data centre land acquisition, including site valuation, infrastructure assessment, and buyer return projections, supporting the lead analyst’s successful pitch