Experience

Roles where I shipped automation, reporting infrastructure, and portfolio tooling — with measurable impact.

Associate, Investment Team

Windsor Private Capital

Jan 2025 – Present
  • ●Built KPI monitoring system for $200M+ portfolio across 15 credits
  • ●Structured 3 direct lending deals ($5–$25M) from term sheet to close
  • ●Automated covenant tracking — reduced review time ~40%
  • ●Created IC memo framework adopted by the investment team

Analyst, Private Credit

Northleaf Capital Partners

Sep 2024 – Jan 2025
  • ●Built credit waterfall models across 4 fund strategies
  • ●Designed portfolio analytics dashboard used in LP reporting
  • ●Reduced screening time ~30% via automated comps + data pulls

Senior Fund Accountant

Apex Group Ltd.

Mar 2022 – Mar 2023
  • ●Owned NAV calculations across 8 PE/VC funds ($500M+ combined AUM)
  • ●Automated capital call workflows — reduced cycle time from days to hours
  • ●Improved reporting accuracy to 99.7% across quarterly deliverables

Tax Associate

KPMG LLP

Sep 2020 – Mar 2022
  • ●Built VBA automation saving 15+ hours/week in tax workflows
  • ●Developed Python scripts to reconcile multi-entity financial datasets
  • ●Supported financial services clients across compliance + advisory

Impact Trajectory

Compounding output through systems and automation

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