Joseph Wellman, CFA, Finance Expert in London, United Kingdom
Joseph Wellman, CFA

Finance Expert in London, United Kingdom

Member since March 27, 2020
Joseph brings over ten years of international experience in investment banking and private equity at Citigroup in London and Hong Kong, and at an Asian private family office investment firm. With expertise in leveraged finance, project and structured finance, and private equity, Joseph has worked on over $5 billion of transactions in the capacity of advisor, lender, and investor. He leverages his broad finance and investment skill set to assist clients in solving challenging business problems.
Joseph is now available for hire

Career Highlights


Case studies



  • Manager, Investment Team

    2016 - 2019
    Tiger Group Investments
    • Performed extensive financial modeling, valuation, due diligence, investment memo presentations, and documentation negotiation for private equity, public equity, debt, and asset acquisition investments in the transportation and energy sectors.
    • Executed investments in over $500 million of transportation and energy assets for Tiger’s private equity platforms, and monitored and invested in various public securities in related focus sectors.
    • Raised and negotiated over $480 million in fundraises across the capital spectrum, including equity, secured and unsecured loans, mezzanine debt, convertible debt, and lease financings.
    • Wrote business plan supporting the formation of a new private debt investment platform and initiated the construction of a $60 million seed portfolio including direct loan origination, due diligence, credit analysis, and loan negotiation.
    • Evaluated $10 million Series A investment in an innovative clean energy storage company for the shipping sector, including thorough due diligence, financial modeling, in-depth Q&A with the company CEO and CFO, and preparation of detailed investment memorandum for internal committee.
    • Completed the exit of the Tiger-managed containership investment platform GCI Investments, with The Carlyle Group as majority stakeholder, via trade sale to Seaspan Corporation (total enterprise value $1.6 billion).
    • Produced business plans and was responsible for managing two stressed private equity investments with over $500 million in total assets; negotiated debt facility restructurings; liaised with management, operational teams, and LP's; and managed capital calls and distributions.
    • Supervised, trained, and mentored junior personnel on the investment team and organized several team-wide events.
    Focus areas: Business Planning, Leveraged Finance, Renewables, Energy, Shipping, Transportation & Shipping, Fundraising, Structured Finance Documentation, Investment Memoranda, Distressed/Special Situations, Asset-based Finance, Modeling, Due Diligence, Negotiation, Portfolio Management, Credit Investing, Investing, Private Equity Valuation
  • Associate

    2013 - 2016
    Citigroup, Inc.
    • Advised and funded corporate clients on over $2 billion of capital raising needs for major infrastructure, energy, power, and renewables projects in the APAC region.
    • Worked directly with the team MD to build the regional business and regularly gave presentations to prospective clients and lenders, including to a Chinese SOE in Beijing (100+ attendees) and the Indonesian state electricity utility (30+ attendees).
    • Built complex project finance models from scratch, analyzed existing models, and performed detailed scenario analysis. Developed model for a multi-tranche, multi-currency Australian container terminal financing with 7, 10, and 16-year tenors.
    • Undertook extensive credit analysis and due diligence of prospective project finance lending transactions, optimized return on the bank's capital, produced detailed credit memoranda for committees, and coordinated global credit approval processes.
    • Completed financial advisory for a $400 million project financing of Victoria International Container Terminal, Australia. Helped lead capital raise, managed lenders’ due diligence process, and directly participated in documentation negotiations.
    • Coordinated the execution of the innovative, multi-tranche $730 million financing of the 660MW Banten Power Plant, Indonesia-winner of 4x Deal of the Year awards from industry publications.
    • Financed a portion of the $20 billion project financing for the Ichthys LNG project, Australia involving over 20 banks-the largest project finance transaction ever completed at the time. Won 2x Deal of the Year awards from industry publications.
    • Executed a $486 million project finance transaction to fund a bid for the the Port of Newcastle privatization in Australia by Cheung Kong Infrastructure Holdings.
    Focus areas: Leveraged Finance, Renewables, Energy, Infrastructure, Fundraising, Negotiation, Information Memoranda, Credit Risk, Pitch Presentations, Due Diligence, Modeling, Leveraged Credit, Capital Markets, Financing, Investment Banking
  • Analyst

    2010 - 2013
    Citigroup, Inc.
    • Advised on and funded capital raises for major power, renewables, energy and infrastructure projects for EMEA corporate clients, based in London. Additionally assumed exclusive analyst coverage of the Structure Tax Finance desk as part of the wider structured finance group.
    • Gained extensive analytical, financial modeling, and deal management experience as the lead analyst on several complex project finance transactions for large corporate clients.
    • Completed financial advisory for a €880 million multi-tranche project financing of the Ankara Etlik hospital PPP in Turkey–built a comprehensive financial model, information memorandum for lenders, and managed lenders' due diligence process.
    • Executed $300 million bridge-to-bond holdco loan for the Tamar Gas Field, Israel, and subsequently acted as lead book-runner on $2.0 billion senior secured bond takeout.
    • Completed financial advisory for a €130 million project financing of an integrated steel production plant in Romania, structured with bank and ECA facilities. Constructed detailed financial model, information packs for lenders, and coordinated execution.
    • Executed the restructuring of a €75 million portfolio of structured tax finance loans secured by shipping assets ahead a tax rule change unassisted–exceeding expected analyst-level responsibilities.
    • Completed investment banking analyst graduate program including rotations on the Leveraged Finance, Securitization, and Convertible Bonds desks, and worked on several high-yield bond issues, convertible bond issues, and consumer loan securitizations.
    Focus areas: Leveraged Finance, Renewables, Energy, Infrastructure, Fundraising, Due Diligence, Capital Markets, Financing, Investment Banking, Credit Risk, Information Memoranda, Pitch Presentations, Modeling
  • Finance Analyst

    2009 - 2010
    JPMorgan Chase & Co.
    • Analyzed and validated the financial performance of Convertible Bonds and Proprietary Equities trading desks.
    • Improved the efficiency of daily financial results production and reporting processes through developing new Excel and VBA tools to streamline the processing of data and highlighting of issues.
    • Collaborated with front office traders, middle office staff, and global financial control teams in resolving issues or mismatches in the results.
    Focus areas: Markets, Equities, Options Pricing, Financial Analysis


  • Bachelor of Science degree (First Class Honors) in Mathematics with Economics
    2006 - 2009
    University College London (UCL) - London, UK


  • Professional Certificate in Data Science
    JUNE 2020 - PRESENT
    Harvard University
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Chartered Alternative Investment Analyst (CAIA)
    CAIA Association

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