LIOR MORGENSHTERN
New York
Overview
7
7
years of professional experience
Work History
Investor Relations and Business Development Associate
Avenues Equity Partners
New York
04.2024 - 11.2025
- Drove capital growth by leading investor engagement strategy and relationship management, securing 14 new investors and raising $15M in institutional capital.
- Strengthened investor decision making by developing data-driven financial presentations and market analysis, supporting multiple acquisitions and contributing to 25% portfolio expansion.
- Improved investor communication and transparency by designing and managing monthly performance reports for 248 investors and 4,000 prospects.
- Expanded international investment capabilities by coordinating cross-border investor onboarding and partnerships, supporting the launch of the firm's Tel Aviv office.
- Increased deal flow and investor engagement by contributing to strategic brand positioning and messaging initiatives.
Venture Capital Intern
Maccabee Ventures
New York
09.2024 - 05.2025
- Evaluated early-stage investment opportunities by conducting market research, financial analysis, and startup due diligence supporting investment decisions.
- Strengthened portfolio company performance by engaging directly with founders and providing strategic insights on growth and operations.
- Contributed to $15M fundraise for Fund II by developing investment materials and presenting the fund thesis to 20+ prospective investors.
- Conducted market and financial analysis and authored an investment memo on a high growth startup, contributing to the firm’s decision to invest and add the company to its portfolio.
Operations and Development Lead
Avenues Real Estate
New York
11.2023 - 04.2024
- Increased operational efficiency by designing new business line strategies, reducing costs by 15%.
- Supported company revenue growth by evaluating and implementing lead generation technology enabling expansion of multi‑million‑dollar business lines.
- Supported leadership in talent and workforce strategy initiatives, helping evaluate team structures and identify staffing needs to support business growth.
Wealth Management Intern
LPL Financial (Stonewater Financial)
Beverly Hills
06.2022 - 02.2023
- Improved investment decision making by conducting research on AI applications in wealth management leading to adoption of a new technology platform.
- Identified high‑potential investment opportunities by building financial models and screening 350 public equities narrowing the pool to 10 high‑conviction investments.
- Supported client portfolio growth by assisting with onboarding and analysis of a $150M high‑net‑worth portfolio.
International Relations and Strategic Operations
Israeli Defense Forces Special Operations Intelligence
Tel Aviv
01.2019 - 06.2021
- Selected to serve in a highly competitive elite intelligence unit with acceptance rate below 1%.
- Strengthened international military collaboration by leading communications and coordination with global defense officials.
- Enabled strategic decision making by developing intelligence briefings and operational analysis for senior leadership.
Education
Bachelor of Science - Strategy and Entrepreneurship, Finance
Yeshiva University
New York, NY05-2025
Skills
Languages: Fluent in Hebrew;
Interests: Traveled to 50 countries, basketball, volunteering
Extracurricular Leadership
- Public Speaker and Mentor, Delivered talks to 25,000+ individuals across universities and communities on leadership, resilience, and purpose.
- Founder and President, Women’s Leadership and Faith Club, Built and led a 450-member leadership organization focused on dialogue and leadership development.
- Chair, YU Student Government Planning and Fundraising Committee, Led a 50-member team managing a $100K budget for university-wide events serving 6,000+ students.
- Head of Branch & Organizational Design, Osey Chail Nonprofit, Designed operational systems enabling expansion to two new housing facilities supporting soldiers.
Skills
- Morningstar, Canva, Photoshop, Special Forces Qualification Course, Sensitive Information Clearance, Event Planner Consultant Course
Timeline
Venture Capital Intern
Maccabee Ventures
09.2024 - 05.2025
Investor Relations and Business Development Associate
Avenues Equity Partners
04.2024 - 11.2025
Operations and Development Lead
Avenues Real Estate
11.2023 - 04.2024
Wealth Management Intern
LPL Financial (Stonewater Financial)
06.2022 - 02.2023
International Relations and Strategic Operations
Israeli Defense Forces Special Operations Intelligence
01.2019 - 06.2021
Bachelor of Science - Strategy and Entrepreneurship, Finance
Yeshiva University