Lead evaluation of early-stage investments in education, workforce, and healthcare sectors.
Support portfolio company growth via market research, competitive analysis, and KPI tracking.
Refine investment frameworks and assist with sector prioritization aligned to impact thesis.
Investment Associate
Insight Partners
New York, USA
03.2021 - 07.2023
Developed investment theses and diligence across vertical SaaS, fintech, and B2B sectors.
Partnered with product and growth teams at a B2C portfolio company to refine the roadmap and identify 100+ M&A opportunities, leading to the acquisition of Popular Pays
Led diligence for a $25M Series A in Resolve Pay: customer interviews, KPI benchmarking, competitive positioning.
Mentored junior analysts on diligence workflows and market analysis.
Investment Banking Analyst, Financial Sponsors Group
Bank of America Securities
New York, USA
06.2020 - 03.2021
Executed M&A, leveraged finance, and recapitalization transactions for private equity clients.
Built detailed financial models assessing capital structures and acquisition scenarios.
Conducted diligence on target companies to support debt/equity financings.
Selected for 'Project Equity' task force, sourcing and evaluating minority-owned firms.
Education
Bachelor of Arts - Philosophy
Princeton University
Princeton, NJ
05.2020
Summer Intensive Scholar -
Girls Who Invest
South Bend, IN
07.2018
Skills
Financial modeling
Due diligence
Microsoft Office Suite
Competitive analysis
Effective communication
Timeline
Investment Associate
City Light Capital
03.2024 - Current
Investment Associate
Insight Partners
03.2021 - 07.2023
Investment Banking Analyst, Financial Sponsors Group