Stanislaus Elias Jaromir T.

-Supported a hedge fund manager from New York (long/short strategy) with company analysis, valuation, and fair value assessments, including expert calls with multiple senior stakeholders and managing directors.

-Contributed to an IPO underwriting project for an investment bank in London, focusing on optimizing IT-related processes to enhance overall company value.

-Advised a smaller private equity firm on the implementation of a new investment application, specifically supporting vendor selection in collaboration with an investment bank from Japan.

• Conducted detailed monthly and quarterly valuations of equity and infrastructure assets using public comparables and precedent transactions, ensuring accuracy and reliability in investment assessments.

• Monitored asset performance and implemented necessary adjustments to cap tables and waterfalls based on financial performance and legal considerations, aligning with company management and internal stakeholders, including investment leaders, to ensure a robust valuation framework and enhance investment decision-making processes.

• Ensured data completeness and accuracy for all private equity, debt, and infrastructure investments

• Led a 20-member offshore team to improve data accuracy and efficiency for over 150 portfolio companies (equity, debt and infrastructure).

• Streamlined processes to enhance operational efficiency and reduce errors by implementing standard operating procedures.

• Developed a weekly key performance dashboard to track issues and overall statistics of the financial data entry process.

• Managed end-to-end change management for the financial tracking "iLevel" application (S&P Global) within the agile/ scrum development framework.

• Built a Management Information Dashboard for executive decision-making (used by the Global Head of Private Equity).

• Spearheaded the "ChatGPT" Improvement project within the business unit for valuations/investment data, collaborating with the internal team and McKinsey (project lead) to identify business cases, including writing valuation rationales, thereby enhancing the accuracy and efficiency of valuation processes. Key Achievements

• Increased data collection timeliness from 70% to 95% through optimized processes and team leadership.

• Implemented financial tracking templates for lead assets, involving C-level management from companies and conducting demos to demonstrate the financial upload function, primarily in touch with CFOs.

• Managed product development in Wealth Management, aligning with business objectives.

• Developed comprehensive user stories and defined acceptance criteria.

• Ensured timely delivery of product releases and incorporated valuable feature requests.

• Prioritized product backlog items in partnership with business and IT. Key Achievements

• Rolled out a software solution for clients to upload and track real estate assets within the wealth management platform, supporting the sales of Credit Suisse mortgage products.