Geonhee Jo

Experience

• 

  Fitch Ratings

  Feb 2010 - Jul 2010

  Intern

  • Analyzed Korean Bank’s quarter and annual reports by cash adequacy ratio and Basel tiers• Analyzed Hyundai Motors and Samsung stock holding structures and cash flows for quarterly credit review reports using FCFF, projected earnings and VAR• Provided Korean Bank’s financial data for 2010 Global Banking Conference

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  Morgan Stanley Smith Barney

  Mar 2011 - Jun 2011

  Financial Training Program Intern

  • Conducted portfolio for virtual customer project using US stock market and municipal bond market• Published weekly stock reflection report for NYSE and NASDAQ stocks

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  International Investment Advisors

  Jul 2011 - Sept 2011

  Intern

  • Analyzed KOSPI & KOSDAQ market flows for deal execution• Evaluated business model of several Information Technology sector firms and made recommend list• Performed back test and stress test on possible investments for portfolio risk managing

• 

  Credit Suisse

  Apr 2012 - Jun 2012

  Intern

  • Conducted and managed contract documents of various equity derivatives contracts.• Quoted redemption prices and option terminating prices for liquidating contracts.

• 

  Hana Daetoo Investment Bank

  Jul 2012 - Apr 2015

  Research Associate

  • Covered steel/non-ferrous, petrochemical/energy and transportation/utilities/general trading sector as a junior research analyst• Modeled several companies such as POSCO, LG Chemical and Hanjin Shipping• Wrote various sector reports and company reports for internal reporting• Provided daily news and data service with short comment for market situation for various clients• Conducted several analysis as requested by clients

• 

  HKUST MBA

  Jul 2015 - Mar 2017

  MBA Candidate
• 

  HQ Capital Private Equity

  Mar 2016 - Aug 2016

  MBA Intern

  • Analyzed secondary investment opportunities through General Partner meetings and presented investment ideas and analysis at weekly company meetings• Provided fund marketing materials for request for proposals to major Korean pension funds• Conducted due diligence for co-investment deals and provided written report for investors

• 

  Mirae Asset Securities (HK)

  Dec 2017 - Sept 2021

  • Experienced in wide range of private capital investments and transactions• Underwrote and invested about U$ 700M total amount of alternative asset investments• Conducted various transactions in private equity, leverage finance and real estate asset space• Took charge of every stage of investment process from sourcing to syndication• Negotiated financing / investment terms with sponsors and communicated with risk department for smooth investment committee process by managing each party’s different needs and expectations• Structured investment products for Korean investors and monitored position after the closing• Communicated and co-worked with various internal / external counterparties globallySelected deal records• Sole arranged and underwrote EUR 230M senior note of the leading Australian mortgage lender, owned by global leading private equity company and syndicated to global insurance and investment firms• Underwrote U$ 62M senior loan of global PE’s US aircraft component manufacturer acquisition financing• Underwrote U$ 30M senior loan of global PE’s global skincare company acquisition financing• Underwrote U$ 40M senior loan of global PE’s US railway company acquisition financing• Underwrote U$ 22M mezzanine loan of global PE’s US IT company acquisition financing• Underwrote A$ 33M senior loan of global PE’s Australian software company acquisition loan• Subscribed U$ 150M pre-IPO share of Chinese tech unicorn company• Invested KRW 18B in pre-IPO share of Korean game developer• Financed AUD 6M senior loan for Australian residential real estate development project• Managed portfolio of cargo flights under long term lease with global logistics firm Show less

  • Senior Vice President

    Jan 2020 - Sept 2021

  • Vice President

    Dec 2017 - Dec 2019
• 

  ADM Capital

  Oct 2021 - Jan 2023

  Vice President

  • Focused on Korea, Japan, and Southeast Asian private debt investment• Successfully lead analysis, due diligence, and execution of 4 private debt investments in the region• Actively engaged in post-closing position management, covenant monitoring, and repayment discussions• Implemented ESG investment elements in the investment decision-making and extensively engaged with the investee and ESG committee for ESG action recommendations for the invested positions

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  Hana Alternative Asset Management

  Jun 2023 - now

  Private credit investor

  • General Manager

    Jan 2024 - now

  • Senior Manager

    Jun 2023 - Dec 2023