Albin George

Experience

Ballentine Partners

Portfolio Manager (Analyst) 2022 - Present (over 2 years)

• Managed wealth for 11 family office relationships overseeing ~$800M+ in assets within public and private multi-asset class portfolios
• Implemented 6-month investment... more

Bentley Associates

Investment Banking Associate 2023 - Present (over 1 year)

Sell-Side Investment Banking

Investment Banking Analyst 2022 (2 months)

• Successfully identified and qualified buyers for $20M CPG business sale through auction process, maximizing transaction value for client
• Prepared comprehensive DCFs,... more

o3 capital

Summer Analyst - Global Multi Family Office 2021 (2 months)

• Recommended and executed divestment from high-risk investment manager, safeguarding client assets from decline of 70% in value
• Resolved inaccuracies in trading strategy,... more

Aurigin

Sell-Side Transaction Management Analyst 2020 (9 months)

Aurigin is an Investment Banking platform that connects qualified investment opportunities to institutional investors at scale. Aurigin provides curated transactions across... more

Morningside Venture Capital

Intern - India Investments 2019 (about 1 month)

Morningside Venture Capital is an Early-Stage Venture Capital firm headquartered in Hong Kong with $2Bn+ in AUM. Their early investments include Xiaomi, Sohu, Ctrip, and Kuaishou.

Assistant... more

Employee

Morningside Venture Capital, Aurigin, o3 capital, Bentley Associates, Ballentine Partners

Education

About

Achievements

- Led multiple capital raise and M&A assignments ~$700m in transaction value
- Managed $800m AUM for family office clients including families with multi-generational wealth, entrepreneurs, and public company CEOs
- Led proof of concept for an invoice financing product for hedge fund clients

Describe the most impressive thing you've done.

Skills

Sales Business Development Business Strategy Corporate Finance Investor Relations Management

Locations

New York City Chicago Boston San Francisco Seattle

Albin George

Investment Banker, Ex-Family Office Portfolio Manager w $800m AUM, Capital & Investment Strategy, Indian Market Opportunities Advisor, Macro Strategy

- Led multiple capital raise and M&A assignments ~$700m in transaction value - Managed $800m AUM for family office clients including families with multi-generational wealth, entrepreneurs, and public company CEOs - Led proof of concept for an invoice financing product for hedge fund clients

- Led multiple capital raise and M&A assignments ~$700m in transaction value
- Managed $800m AUM for family office clients including families with multi-generational wealth, entrepreneurs, and public company CEOs
- Led proof of concept for an invoice financing product for hedge fund clients