Jay Rhee

Experience

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  Samsung Securities

  Jun 2001 - Aug 2001

  Equity Research Summer Analyst

  - Assisted Analysts in analyzing firm valuation of major Korean information technology companies.- Ran daily reports off numerous databases that track the successful execution of trades.- Assisted Confirmation Specialists in drafting and amending of trade contracts.

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  Special Operations Command(Special Force)

  Sept 2002 - Sept 2004

  Squad Leader/Interpretation Sergeant

  - Liaison to the US Army, Special Operations Command (Green Berets), providing translation between US and Korean officers during combined military exercises, missions, and armistice.- Assigned as a Squad leader in Special Operations Command commanding 14 soldiers.- Received Special Force Trainings including Airborne,Scuba, Military bomb installation and uninstallation.

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  Legg Mason

  May 2005 - Jul 2005

  Investment Management Summer Analyst

  - Supported analyzing stock buy-sell options with Legg Mason’s investment theories.- Utilized various valuation tools and methods.- Input financial data entries on Excel and competed in real-time stock investment with other interns.- Assisted Vice President in making investment decisions by preparing financial decision-making data.

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  LG Display

  Jun 2006 - Jul 2007

  Strategy Analyst

  - Effected financial and operational audits in accordance with IIA Standards in the manufacturing industry. - Performed management testing for SOX 404 control testing for first year implementation- Decreased time required by internal audit to perform management testing of internal controls in year two SOX by 50% - Functioned as the liaison between Internal Audit and External Audit for controls testing and inventory observations- Audited inventory, outsourcing contracts, accounts receivable, trade spend, fixed assets, cash, route audit functions, fraudulent activities, travel and entertainment, and other areas- Utilized Access, ACL, and other sophisticated auditing tools- Supervised staff and interns in conducting audits of varying degrees of difficulty Show less

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  Deloitte & Touche

  Sept 2008 - Jan 2012

  Senior Associate

  Valuation Experience- Performed valuation of various companies using DCF, Compabrable analysis, RIM, and DDM- Performed valuation of agency securities, standard model derivatives, whole loans, loans purchased that have experiences credit deterioration, security and loan commitments, non-mortgage securities, debt reported on the balance sheet at fair value, and Federal Reserve funds.- Reviewed client’s methodologies, models, and key valuation assumptions used in the fair value of financial instruments.- Conducted periodic meetings with client to understand the rationale for the various valuation methodologies such as a waterfall method and key assumptions used in their fair value analysis.- Performed valuation of CMBS and RMBS using discounted cash flows of client’s trader grid, vendor marks, dealer quotes, and other methods.Audit Experience- Planed and developed audit strategies and procedures and coordinate all aspects of the audit assignment.- Executed audit procedures in accordance with the US GAAP and in compliance with IAS, and IFRS.-Supervised, coordinated and appraised work of operational level staff ensuring that audit objectives are efficiently achieved within the agreed time-scale.- Audit engagement experience primarily consists of large, public SEC clients traded on the NYSE (some of which have been named to the Fortune 1000 listing)- Have also conducted audits over smaller, non-public entities- Audit experience extends over various industries including: Financial Service, Chemicals Manufacturing, Telecommunication Services, and Consumer Products.- Have exposure to significant items that require special accounting/ auditing treatment, such as acquisitions, sale/ disposition of a business, bankruptcies, etc. Show less

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  McGladrey

  Jan 2012 - Dec 2012

  Senior Associate - M&A Advisory

  - Performed business entity valuation of target companies.- Analyzed financial and operational results of targets through the preparation of various analyses by reviewing accounting records and conducting interviews with management, including finance, operations, human resources and marketing. - Identified issues for purchase price reductions, deal structuring or deal termination. - Identified post-acquisition action steps to achieve anticipated earnings/cash flow improvements. - Evaluated effects of seasonality and cyclicality on cash flow requirements. - Prepared comprehensive reports detailing quality of earnings, quality of working capital, and observations of key deal issues for a variety of industries. - Developed/maintained productive working relationships with client senior management. Show less

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  NH Investment & Securities

  Feb 2013 - Aug 2019

  - Originated prospective investments and take lead in analyzing, structuring, negotiating, recommending, and closing deals including due diligence, valuation, and legal documentation. - Built and maintained LP and GP relationships with investment partners, investors, service partners, brokers, and market participants. - Provided oversight and direction for investment portfolio, including quality control and investment approach. - Provided analysis and recommendations to support senior management decision-making on strategic investments. - Managed approximately $5.5 billion of AUM.- Focused overseas and domestic investment areas include corporate & private equity(buyout, growth capital, venture, mezzanine, secondary), real estate credit & equity, infrastructure credit & equity, fund of fund.- Area of investment includes direct investment, Co-investment, GP investment, Co-GP investment, and LP investment Show less - Managed M&A engagements (acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, spin-offs, and leveraged buyouts) including M&A process management and strategic positioning. - Industry served: Manufacturing, Energy, Chemical, Construction, Airline, Entertainment, and Financial Service. - Performed extensive financial modeling including DCF, Merger Model, RIM, and other valuation analyses. - Drafted detailed information memorandum, participate in due diligence efforts and deal negotiation. - Conducted in-depth industry research and company analysis, and prepare pitch-books. Show less

  • Investment Principal - Principal Investment/Private Equity

    Jan 2017 - Aug 2019

  • Vice President - M&A Investment Banking

    Feb 2013 - Jan 2017
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  Growth Hill Asset Management

  Aug 2019 - Jul 2020

  Managing Director of Private Equity Group

  - Source, diligence, and recommend both overseas and domestic private equity fund investments. Present key risks and merits of opportunities to Growth Hill’s Investment Committee.- Lead firm’s growth capital, corporate restructuring, and buyout investments.- Review and negotiate legal contracts and amendments in conjunction with operational due diligence team and external counsel.- Actively monitor and evaluate portfolio post-investment through frequent interaction with deal team members, reviewing investment data, and representing Growth Hill at annual partner meetings.- Develop and maintain strong network of industry players and keep abreast of industry trends.- Train and manage deal team members.- Co- portfolio manage for hedge fund strategies and global public equities. Show less

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  Elohim Partners

  Jul 2020 - now

  Chief Executive Officer

  - Our Private Equity Strategy is dedicated to building a diversified global portfolio of corporate private equity investments, generating attractive absolute returns over the long-term for our clients. We offer a complete private equity solution for institutional and high net worth investors. - Our strategy is focused on selecting the most attractive opportunities across sectors, channels and partners at any given point in the cycle. We create value through active sourcing, investment selection, structuring, governance and portfolio optimization for our clients. Show less