OMARI ROBINSON
Indianapolis,IN
Summary
Experienced finance and investment professional specializing in alternative investments, private wealth management, and financial analysis. Skills include conducting thorough due diligence, portfolio management, and relationship building. Proven track record of optimizing investment strategies, consulting, fostering connections, and driving data-driven decision-making across industries.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Analyst
Elevate Ventures
09.2023 - Current
- Conducted due diligence on 50+ companies across industries, delivering recommendations to the investment committee.
- Reconciled historical portfolio data (800+ transactions) to enhance portfolio visibility and performance analysis.
- Advised portfolio company CEOs and founders on capital structure, financial planning, and strategic initiatives.
Consultant (Part-Time)
Baird Augustine
05.2024 - Current
- Performed due diligence and assessed investment opportunities.
- Led outbound fundraising efforts for companies seeking $20M–$100M, engaging investors and identifying capital opportunities.
Financial Advisor
Valeo Financial Advisors
08.2021 - 09.2023
- Managed $500M in assets for high-net-worth clients and institutional investors, providing comprehensive financial oversight.
- Conducted due diligence on private equity and real estate investments for LPs and GPs, overseeing clients' alternative asset portfolios.
- Advised on tax strategy, cash flow management, debt structuring, alternative investments, insurance, and estate planning.
Data Analyst (Graduate Intern)
REN-ISAC (IU Gerald L. Bekpo Internship Program)
05.2021 - 08.2021
- Performed market research and data analysis to enhance business operations and customer acquisition strategies.
- Developed advanced Excel reports and pivot tables to optimize the customer pipeline and drive growth.
Education
Master of Science - Economics
Indiana University
Indianapolis, IN01.2022
Bachelor of Arts - Economics
Indiana University
Indianapolis, IN01.2020
Skills
- Advanced Valuation Methods
- Advanced Financial Modeling
- CAIA Level II Candidate
- Client Relationship Development
- Financial statements expertise
- Comprehensive Due Diligence
- Comprehensive Market Analysis
- Expertise in MS Office Suite
- Pitchbook Proficiency
- Salesforce Proficiency
- Proficient in Adobe Suite
Websites
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
Community Service
- Big Brothers Big Sisters of Indianapolis, Mentor, 2022, Present
- Community Leadership Development (Project MR - Male Responsibility), Facilitator, 2022, Present
Timeline
Consultant (Part-Time)
Baird Augustine
05.2024 - Current
Analyst
Elevate Ventures
09.2023 - Current
Financial Advisor
Valeo Financial Advisors
08.2021 - 09.2023
Data Analyst (Graduate Intern)
REN-ISAC (IU Gerald L. Bekpo Internship Program)
05.2021 - 08.2021
Master of Science - Economics
Indiana University
Bachelor of Arts - Economics
Indiana University
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