I am an investment analyst with experience across venture capital, private equity, M&A, corporate finance, and multi-asset investment research. I currently evaluate early-stage opportunities in industrial technology, robotics, semiconductors, AI-enabled manufacturing, and EPC, while developing investment theses and authoring research for fund decision-making. Previously, I originated recommendations on six-plus issuers for a £100k multi-asset portfolio, influencing exits, additions, and allocation decisions. I have also executed buy-side diligence on £2 million to £5 million mandates, driven two private transactions to exclusivity, built financial models across three or more jurisdictions, reduced manual reporting by approximately 30%, and escalated more than $2 million in financial anomalies with zero audit findings.
Experience
Investment Analyst
Theia VenturesJul 2026 – Present
I ran on-site due diligence for a prospective $1.5m robotics-hardware co-investment, authoring the Business Overview and Operational Overview sections of the Investment Committee memo. I sourced and screened 8–10 early-stage opportunities across semiconductor design, AI-enabled manufacturing, robotics, and EPC, advancing two into active evaluation. I am developing an industrial-biotech investment thesis through expert interviews and authored two investment analyses published under the fund’s banner.
Investment Research Analyst
ICBS Student Investment FundFeb 2025 – Jul 2025
I originated and authored investment recommendations on 6+ issuers through bottom-up analysis of competitive positioning, cash-flow durability, and risk/return across the capital stack. I identified fundamental shifts that drove two position exits and one outperforming add across a £100k multi-asset portfolio. I also authored thematic research on rate sensitivity and credit-spread dynamics, influencing three portfolio allocation decisions.
M&A & Transaction Analyst
DNS AssociatesDec 2024 – Feb 2025
I executed buy-side due diligence across real estate and healthcare mandates valued at £2–5m, using DCF, NAV, and comparable analysis to support three investment memoranda delivered to principals and C-suite counterparties. I drove two private direct transactions from screening to exclusivity within a six-week engagement, managing data rooms and coordinating legal, financial, and operational diligence.
FP&A Analyst
GenpactJul 2022 – Dec 2023
I built Excel- and Python-based cash-flow and reporting models from scratch across more than three jurisdictions, reducing manual reporting by approximately 30% and eliminating a recurring class of reconciliation errors. I ran daily financial controls across multi-jurisdictional portfolios and escalated more than $2m in anomalies to Director-level stakeholders, contributing to zero audit findings over an 18-month tenure.
Corporate Finance Intern
Ardent Advisory & AccountingJul 2021 – Sep 2021
I built the vendor-scoring and credit-assessment model that supported a board-level financing recommendation for a manufacturing client with more than £2bn in scale.
Education
MSc Finance & Accounting
2024 – 2025
Merit (2:1)
Real Estate & Private Equity, Investment & Portfolio Management, Advanced Corporate Finance, Derivatives, Sustainable Finance.
BCom (Professional)
2019 – 2022
GPA 8.7/10
Skills
Languages
- English
- Full professional proficiency