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Asset Management Vice President
Asset Management Vice President
New mentor!
Member since 2025
  • Toronto
About the mentor

EXPERIENCE SUMMARY

Seasoned Financial Modeling and Analytics professional with over 16+ years of experience across global firms such as HSBC, EY, Franklin Templeton, UBS, and Deutsche Bank, holding various strategic roles. A results-driven leader skilled in Alternative Investments, Corporate Finance, M&A, and Valuation across multiple industries. Experienced in driving strategic initiatives, fostering revenue growth, building high-performing teams, and nurturing key client relationships

LEADERSHIP ACHIEVEMENT SUMMARY

  • Accomplished leader with 8+ years of experience building and managing global businesses at HSBC, E&Y, and Franklin Templeton Investments.
  • Presently at HSBC, managing $15mn Alternative Investments Performance & Reporting (Alt P&R) offshore practice
  • Built a $10mn Financial Services Office (FSO) within Valuation Modeling and Economics (VME) practice at EY with 3x revenue growth in two years
  • Established a global research team at Franklin Templeton Investments to provide support to 15 fund managers worldwide, collectively overseeing $400bn in AUM

PROJECTS UNDERTAKEN SUMMARY

  • Financial Modeling: Over 15 years of expertise in designing and developing more than 100 advanced Excel-based models for purposes such as valuation, M&A transactions, spinoffs, and generating actionable insights.
  • Research & Report Writing: 12+ years of experience conducting investment research—covering both equity and industry analysis—and producing comprehensive buy-side and sell-side reports for leading global investment banks and asset management firms.
  • Data Analytics: 8 years of hands-on experience managing and analyzing large-scale datasets (including alternative and financial data) using advanced Excel, Python, and Power BI, consistently uncovering valuable business insights.

CORE COMPETENCIES: Alternative Investments, Financial Modeling, Data Analytics, Investment Strategy, Valuation (DCF, Relative, Waterfall), Client Relationship Management, Team Leadership, Management Consulting.

Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
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