Private Equity Analyst

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
Available for Hire
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About me

Have worked in private equity as an assistant and analyst for the past 3 years. Prior to that I worked as a film production assistant for the past 6 years. Major skills include financial research and analysis, time management, organization, and scheduling. Lot of experience with Word and Google Suite, building decks, excel sheets, and writing. Strong communication skills and attention to detail. Managed CRMs and customer/client relations.


August 2017 - May 2020 B.S. Business Administration @ Chapman University

Emphasis in Entrepreneurship
Minor in Philosophy


August 2021 - September 2023 Private Equity Analyst @ PDA Holdings

Assisted in creation of a family office for a native American nation to invest in local businesses. Main duties included email outreach, research, financial analysis and modeling, CRM management, client liaison, scheduling for Managing Director.

May 2020 - May 2022 Operations Manager / Executive Assistant @ Founder Legacy Partners

Hired by professor starting a investment fund. Acquired business in May 2022 worth $8M. Main tasks/duties were scheduling for the Managing Partner and Investment Managers, Financial Analysis and due diligence, Research, Quality Assurance, CRM management, sales, client liaison, creation of pitch decks, investor relations, and management of interns.

June 2023 - July 2023 Production Assistant @ One Bowl Productions

Hired for a month long production in San Diego as a production Assistant.

June 2015 - April 2020 Production Assistant @ Rugged Entertainment

Hired as a production assistant on various productions.

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