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Associate Portfolio Manager

Location:
Long Island City, NY
Salary:
150,000
Posted:
August 02, 2020

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Resume:

Joyce Pan

**** ****** ****** *** **** Long Island City, NY 11101

856-***-**** ade09e@r.postjobfree.com

Professional Experience Allianz Capital Partners, New York, NY January 2019 – Present Associate Portfolio Manager, Private Equity

Conducted manager due diligence, exercised judgment in making investment recommendations to a global IC, and negotiated legal terms, culminating in 7 fund commitments and several co-investments totaling over $400M

Managed existing portfolio by actively monitoring performance against key operating metrics and benchmarks, as well as forecasting investment returns and distributions; represented Allianz at LPAC meetings

Sourced new deal flow and led screening meetings; conducted market research and market mapping exercises

Mentored and provided guidance to junior investment team members and interns; worked collaboratively with cross- functional teams

The Johnson Family Office, New York, NY September 2015 – December 2018 Senior Investment Analyst

Performed due diligence on $250M+ commitments across multiple sectors and asset classes in U.S. & China-based funds

Owned performance reporting for a multibillion-dollar portfolio and presented key findings at quarterly Board meetings

Built internal performance analytics and benchmarking tools to help automate reporting processes; created private equity and liquidity models to project cash flow needs

Led extensive reporting efforts to the State Department for all financial assets and transactions on behalf of the patriarch, currently serving as ambassador to the U.K.

Moelis & Company (NYSE: MC), New York, NY August 2014 – August 2015 Business Management Analyst, Management and Operations

Built and maintained revenue forecasting models, analyzing key performance drivers to support revenue growth strategies for an expanding global company; projected sales guidance announced in external earnings calls

Determined business need for new hires based on target recruiting ratios and firm growth projections

Prepared internal presentations to senior management ranging from pipeline outlook to recommendations on company- wide initiatives; drafted plans for changes in organizational structure from a generalist to sector-focused employee model Angelo, Gordon & Co., New York, NY July 2013 – August 2014 Acquisitions Analyst, Net Lease Strategy

Assisted in the sourcing, underwriting, structuring, and closing of commercial real estate transactions

Conducted on-site due diligence of properties; prepared investment memos for new acquisitions Deutsche Bank, New York, NY Summers 2011 & 2012

Investment Banking Summer Analyst, Financial Sponsors Group

Built leveraged buyout models with multiple sensitivity cases and analyzed impact of potential transactions

Helped create pitch books, management presentations, rating agency presentations, and investor presentations UPenn Student Federal Credit Union, Philadelphia, PA October 2009 – May 2013 Vice President of Credit, Board of Directors, Alumni Advisor

Created 5-year business plan for a $6M financial institution, doubled loan portfolio size, increased retention to 90% Education The Wharton School, University of Pennsylvania, Philadelphia, PA May 2013 Bachelor of Science in Economics, Concentration in Finance GPA: 3.92/4.00 Honors: summa cum laude, Dean’s List (all years), National Merit Scholarship, Byrd Scholarship UPenn Student Federal Credit Union – Board of Directors, Vice President of Credit, Alumni Advisor

Created 5-year business plan for a $6M financial institution, doubled loan portfolio size, increased retention to 90% Skills and Interests Languages / Certifications: Fluent in spoken Mandarin Chinese; CFA Level II Candidate Interests: Brooklyn Wind Symphony (flutist), rock climbing (City Rocks mentor), skiing, scuba diving, desserts



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