Detail-oriented investment professional with experience in global financial markets, M&A processes, and strategic investments. Demonstrated expertise in financial modeling, valuation analysis, and due diligence across various sectors including fintech and asset management. Proven track record in supporting complex deal structures and capital raising initiatives.
• Monitored global financial markets and industry trends to identify potential opportunities
• Conducted comprehensive financial analysis and valuation for M&A opportunities, including DCF, comparable company analysis, and precedent transactions
• Prepared and delivered presentation decks for strategic business reviews and partnership evaluations.
• Support in sourcing new global business opportunities and participate in post-merger integration.
Key Projects include:
o Contributed to the acquisition of StockSpot (Australia), a robo-advisory firm:
Structured the deal to acquire 53% stake upfront with call/put option for remaining stake
Executed additional investment through Convertible Bond (CB) issuance
o Explored acquisition opportunities in the asset management space, performing industry analysis and financial modeling
o Developed strategic partnership review of PE/Infra firm in collaboration with Internal Infrastructure team:
Analyzed potential synergies, risks, and value creation opportunities
• Prepared and presented investment pitches for mutual funds to retail distribution channels.
• Conducted in-depth macro market research to provide valuable insights to investors and internal stakeholders.
• Performed due diligence on Mirae Asset SICAV funds, analyzing financial statements and performance metrics.
• Generated innovative product ideas based on market trends and competitive analysis.
• Review Loan Documents, Appraisals, Engineering, Seismic Reports risk factors for commercial loans
• Ensured strict compliance with investor guidelines and company risk policies
Financial Modeling & Valuation: Discounted Cash Flow (DCF), Comparable Analysis
Financial Analysis Tools: Bloomberg, Morningstar, Pitchbook
Software Proficiency: Advanced in Microsoft Office Suite,
Languages: Fluent in Korean and English
Certification: Certified Investment Manager (South Korea)