United States
Julie Pacheco is a financial analyst with experience across private equity, venture capital, and multi-asset portfolio analysis. She has worked at Goldman Sachs and Pathway Capital Management, where she built financial models, analyzed portfolios, and evaluated leading private equity firms to support capital allocation and manager selection decisions. Her work focuses on understanding return drivers, assessing risk, and translating complex data into clear investment insights. She has developed strong technical skills through hands-on experience building distribution waterfall models, conducting IRR and liquidity analysis, and supporting portfolio oversight across multiple asset classes. Her experience includes automating modeling processes, sourcing and evaluating investment opportunities, and presenting structured recommendations backed by data and market research. This combination of execution and analysis allows her to assess opportunities from both a quantitative and strategic perspective. Julie is completing a Bachelor of Arts in Business Administration at California State University, Fullerton, where she has been actively involved in investment funds, angel investing, and finance leadership roles. She has received multiple scholarships and has managed a student portfolio while mentoring peers pursuing finance careers. Her background reflects a consistent focus on disciplined analysis, financial modeling, and evaluating investment opportunities across different stages and asset classes.
Private Market Solutions, Multi-Asset Investing, Portfolio Analytics
Multi-Asset Funds
Sourced and evaluated early-stage (Seed–Series C) investment opportunities across sustainability and B2B sectors, analyzing business models, market size, competitive positioning, and risk to support portfolio expansion.
401(k) and 403(b) Retirement Plans, Profit-Sharing Retirement Plans, Employee Stock Ownership Plans (ESOPs), Defined Benefit Pension Plans
Real Estate Transactions