2019 - 2020
Acumen Finance and Banking Institute
- Delivered training sessions for more than 100 students for CFA Level 1 and the CFA Investment Foundation exam at a sovereign wealth fund and a large national oil company.
- Designed and delivered a new-hire training program for more than 50 new hire private equity analysts at a sovereign wealth fund with with the main focus on three-statement modeling, M&A analysis, LBO analysis and modeling, and accounting.
- Advised buy-side research analysts on the creation and automation of financial and valuation models.
Focus areas: Consulting, Three Statement Operating Model, M&A Modeling, LBO Modeling, Private Equity, Chartered Financial Analyst (CFA), Financial Training