- Actively co-managed more than $1 billion in Japanese equity assets, including screening, performing due diligence, executing purchases and sales, and providing risk management.
- Raised assets under management (AUM) from roughly $400 million to more than $1.3 billion; improved fundraising by expanding into new geographic and client segments.
- Collaborated with the senior management of target companies to provide strategic equity capital to support turnaround/recovery investments in such sectors as materials/chemicals, semiconductors, auto parts, retail, industrials, and transport/logistics.
- Scaled investment capabilities by delivering key mid-career and new graduate hires to match growth in fund assets.
- Created and implemented a new-recruit training program that standardized the investment process and activities while adhering to the core investment culture.
Focus areas: Financial Planning & Analysis (FP&A), Investments, Healthcare IT, Healthcare, Analysis, Macroeconomics, Restructuring, Scenario Analysis, Industry Analysis, DCF Modeling, Asset Management, Finance Strategy, Initial Public Offerings, Pitch Decks, Capital Markets, Mergers & Acquisitions (M&A), M&A (Buy-side), Real Estate, Business Models, Pricing, Software as a Service (SaaS), SaaS, Lending, Revenue & Expense Projections, Valuation Modeling, Materials Science, Financial Analysis, Infrastructure, Manufacturers, Business Services, Apparel & Accessories, Luxury Goods, Food & Beverage, Asset Valuation, Markets, Presentations, Equity Research, Transportation & Shipping, Energy, Technology, Foreign Exchange (FX) Hedging, Risk Assessment, Telecommunications, Electronics, Lean Manufacturing, Industrials, Portfolio Analysis, FX Risk Analysis, Risk Analysis, Tail Risk, Medical Devices, Consumer Electronics, Microsoft 365, Fund Management, Three-statement Modeling, Financial Markets, International Development & Economics, Strategy, Company Research, Finance, Chinese Medicine, China, Economics, International Finance, Recruitment, Leadership, Client Presentations, Funding Presentations, Statistical Analysis, Asia-Pacific (APAC), Japan, Global Economics, Turnaround, Financial Services, Retail & Wholesale, Real Estate Development, Logistics, Manufacturing, Building Materials, Media, Software, Semiconductors, Consumer Services, Consumer Products, Chemicals, Automotive, Training Materials, Mentorship & Coaching, Portfolio Management, Risk Management, Risk Models, Financial Modeling, Fundraising, Market Research, Foreign Currency, Forecasting, Valuation, Equity Investment, Fashion, eCommerce Platforms, eCommerce, Business Plan Consulting, Entertainment & Leisure, Asia, Foodtech, Research Reports, Pharmaceuticals, Mining, Oil & Gas, Research Analysis, Accounting, Investment Analysis, Bloomberg, US GAAP, Trading, Consumer Packaged Goods (CPG), Renewable Energy, Health, Food Production, Biotechnology, Fundamental Analysis, TMT, Stock Analysis, Equity Research Analysis, Stock Exchange, Stock Market Techinical Analysis