At S&P Global Market Intelligence, I support private capital and private equity engagements through global private placement analysis, due diligence, valuation work, and market research. I build financial models and deliver investment intelligence for buy-side and sell-side decisions.
I've improved transaction data capture accuracy by 15%, helped increase SPECTRA processing efficiency by 20%, and maintained 99%+ quality accuracy while increasing daily throughput by 25%. I use Capital IQ, Bloomberg, advanced Excel, SQL, Power BI, and GenAI tools to make complex financial data more actionable.
Research, due diligence and valuation intelligence on global private placement transactions, supporting institutional clients' private equity and venture capital decisions across the deal lifecycle.
KEY PROJECTS
US Private Company Valuation & State Filing
Problem: Private company valuations were under-captured, leaving coverage gaps for clients.
Action: Tracked, extracted and standardised valuations from Certificates of Incorporation (original, amended and restated) across US private companies.
Result: Expanded dataset depth and raised transactional data capture accuracy by 15%.
SPECTRA In-House Data Collection Tool (v1.0 & v2.0)
Problem: Manual private placement data extraction was slow and error-prone.
Action: Built and tested extraction models, led User Acceptance Testing, ran compliance error checks, logged critical bugs and signed off on v2.0 features.
Result: Improved platform processing efficiency by 20%.
BDC Quality Control Leadership
Problem: Multi-tier review queues risked accuracy slippage at scale.
Action: Managed end-to-end QC queues, audited researcher output, resolved technical queries.
Result: Sustained 99%+ accuracy while increasing daily throughput by 25%.
Pilot Batch Strategy & Process Audits
Problem: Structural irregularities in tool rollouts drove manual reprocessing.
Action: Ran pilot audits across both SPECTRA rollouts; presented findings to developers and senior leadership.
Result: Improved tool functionality and cut reprocessing.
ALSO DELIVERED
Due diligence via Capital IQ Pro, Bloomberg, SEC/SEDAR, 8-K, 10-K, 10-Q and exchange filings
Financial models, valuation analysis, FP&A, budgeting, forecasting, variance commentary
Data standardisation across annual, semi-annual and quarterly datasets
GenAI and prompt engineering to accelerate research, extraction and reporting
Mentored junior analysts on due diligence and data management
RECOGNITION
ROF Quality Circles Award 2026 (1st of 11 teams) | Mountain Movers Award Q4 2024
