Testimonials

Services

Video meeting . 15 mins
5
FREE
Priority DM . 2 days reply
FREE

About me

I work in Private Equity, Risk & Reporting at Oaktree Capital, with prior experience at JPMorgan Chase and in market data consulting. Over the years, I’ve worked across portfolio operations, risk analytics, and market data strategy - and I know how confusing it can be to break into these roles or figure out the right path. Happy to help if you’re: - Trying to break into finance (PE, credit, ops, risk, data) - Curious about roles at firms like JPMorgan or Oaktree - Looking to understand how investment operations actually work - Navigating early to mid-career decisions in finance Nothing too formal - just practical, honest conversations based on what I’ve seen and learned.