Associate Director, Alternative Investments
Sber Private Banking
Total years of experience :9 years, 8 Months
• Spearheaded the development and expansion of alternative investment products, focusing on private equity, venture capital, real estate, and private debt offerings for private clients
• Successfully introduced and implemented new investment strategies within these asset classes, expanding the product portfolio and diversifying investment options
• Closed investment deals for over 150 private clients, facilitating investments through direct subscriptions and tailored investment structures
• Developed and managed relationships with clients, institutional investors, and international partners, playing a key role in deal structuring and negotiations to maximize investor returns
• Prepared investment proposals and marketing materials, collaborating with internal teams to assess risks, ensure compliance, and effectively communicate opportunities to private clients
• Successfully managed projects and contributed to pipeline deal origination, spanning equity fundraising and M&A deals for private clients
• Participated in deal structuring, contributing to negotiations for favorable terms
• Led financial monitoring efforts for portfolio companies, ensuring their growth and value creation
• Conducted in-depth analysis of investment opportunities, assessing risks and potential returns
• Managed operational and financial aspects of portfolio companies, driving growth and profitability
• Provided crucial administrative support for funds, ensuring smooth reporting and audit processes
• Conducted market analysis, financial modeling, and business valuation to support M&A deals, equity fundraising processes, and strategic decision-making
• Prepared marketing materials to effectively communicate investment opportunities
• Assisted in due diligence and negotiation processes to ensure thorough assessment and informed decision-making