Paul An

Led over 200 deals worth $874M, advised clients on creating leverage during negotiations with vendors on their IT investments, and identified an average potential savings of $1M per investm...

Supported the Beaumont Capital Management investment and sales team through market research and client origination Provided portfolio managers and analysts with current market information ...

Developed an investment summary template to analyze opportunities and to provide high level insights during auctions Supported the due diligence team on over 300 properties to ensure accur...

Conducted primary market research to validate Clarkston Merchant Partner’s investment thesis through academic studies, as well as executed competitive analysis on asset managers pursuing co...

Assisted with product development by comparing high client usage rates in Hong Kong, London, and Latin America with low usage rates in America Collaborated with the research team to create...

Conducted background checks and analyzed risk to prevent future liability issues for the college Developed a cross-departmental log to track each vendor’s progress on the compliance timeli...

Corroborated with internship mentor to assist with daily operations by providing assistance to senior advisors and investment groups to increase productivity Organized and managed retireme...