Freelance Financial Consultant
2016 - PRESENT
Freelance
- Advised on commercial and residential real estate transactions in the European market totaling over €50 million.
- Guided high-net worth families and corporate clients on asset disposals, investments, portfolio structuring, and debt restructuring.
- Prepared financial analyses and participated in transaction negotiations to support potential sale of a c. 11,000m² ex-industrial property with numerous transactional complexities due to local regulations.
- Managed divestment from a mid-size regional shopping mall as lead financial advisor. Performed valuation, identified potential acquirers, participated in sales negotiations, and advised on debt restructuring for a transaction of over €25 million.
- Coordinated seed fundraising initiative of a mental health start-up. Contributions included financial projections, business plan, investment structuring, and pitch deck.
Focus areas: Debt Financing, Financing, Financial Analysis, Research, Real Estate Development, Residential Real Estate, Commercial Real Estate, Seed Fundraising, Debt Restructuring, Investing, Real Estate
CFO - Board Member
2016 - PRESENT
AL
- Identified and conceptualized opportunity to build a 900m² residential real estate development project in Luxembourg with an estimated current market value of c. €9.8 million.
- Raised and structured a €1.2 million seed capital investment to acquire land and finance initial design and construction planning.
- Prepared dynamic financial model including projected revenue and costs per unit to obtain further financing.
- Defined strategic roadmap for development and commercialization by collaborating cross-functionally with architects, management, and authorities to ensure cost-effective implementation.
Focus areas: Debt Financing, Asset Valuation, Marketing Research & Analysis, CFO, Cash Flow Modeling, Residential Real Estate, Real Estate Development
International Wealth Management - Institutional and International Clients Division
2019 - 2019
Credit Suisse
- Performed comprehensive market research, including fund performance and current investment theme reviews, to deliver client pitches tailoring bank solutions to risk appetite and investment goals of institutional clients.
- Quantified payoffs and returns of custom-build structured products for top tier asset managers.
- Implemented structured lending solutions, as well as mortgages, for international UHNW individuals.
- Analyzed performance sensitivity for the development of a capital-guaranteed product (consisting of a repackaging of underlying securities, swaps and a third-party bond as collateral).
- Developed a database using VBA to track and visualize c. €5.5 billion of luxury real estate listings in France and Monaco.
Focus areas: Debt Financing, Residential Real Estate, Private Banking
Centre Commercial de Walferdange
- Renegotiated lease terms with several lessees of a c. 9,000m² shopping mall.
- Performed segmentation and competitive study of similar shopping malls and leisure spaces to identify potential new tenants and evaluated feasibility of a potential new food and beverage concept.
- Built a detailed financial and valuation model to solicit investors in the ongoing sale process of the asset.
Focus areas: Commercial Real Estate, Property Valuation, Property Management, Real Estate