Jeffrey B.
5.0
Private Credit/Investment Management Coach for Those Entering the Industry
Studied at The Wharton School (UPenn)
Worked at KKR & Co
Hiring Manager
Available Thursday at 7:00 PM UTC
Usually responds within 10 hours
Questions? Start chatting with this coach before you get started.
Jeffrey’s Private Equity Qualifications
Experience level: Senior Associate
Exposure to different careers in traditional asset management (e.g. stocks and bonds) and alternative asset management (e.g. PE, private credit) can be hard to come across! I've trodden the path of product strategy, capital raising, and client management at multi-trillion dollar firms in both traditional and alternative assets. If you're looking to recruit for the industry, discuss networking techniques, or level up your career by pursuing your MBA, I would love to share my expertise!
Jeffrey can help with:
LinkedIn Review
Cover Letters
Resume Review
Networking Strategy
Investment Evaluation
Technical Interview Prep
Behavioral Interview Prep
About Jeffrey
Exposure to different careers in traditional asset management (e.g. stocks and bonds) and alternative asset management (e.g. PE and private credit) can be hard to come across! I've trodden the path of product strategy, capital raising, and client management at multi-trillion dollar firms in both traditional and alternative assets. If you're looking to recruit for the industry, discuss networking techniques, or level up your career by pursuing your MBA, I would love to share my expertise!
Work Experience
MBA Intern
KKR & Co
June 2024 - August 2024
Private Credit Product Strategy | Accepted Full Time Offer
Alternative Credit and Private Strategies - Product Strategy
PIMCO
September 2021 - June 2023
Hiring Manager
• Specialized in product development, launch, fundraising, and servicing for PIMCO’s $190bn Alternative Credit and Private Strategies platform; focused on private residential/commercial real estate, corporate credit, and specialty finance • Developed and designed pitch materials for new flagship distressed/private credit fund, implementing macroeconomic, deal, and competitor analysis to establish fund thesis; used by global leaders to engage 1500+ institutional investors and raise $5bn • Partnered with key internal/external stakeholders to develop and launch a novel rated-note structure for new distressed fund to solve insurance clients’ demand for capital efficient exposure; unlocked incremental $500m in commitments • Pitched new distressed fund to global institutions, articulating the macroeconomic environment, PIMCO’s competitive advantage, and deal studies to showcase firm capabilities; created $300m+ in opportunities under further diligence • Spearheaded strategic and innovative due diligence process for investment advisory firm underwriting new $4bn PIMCO private credit hedge fund; resulted in $20m investment and projected annual inflows of $100m • Created diverse talent pipeline by leading PIMCO's internship program across four summers; hosted lunch and learn sessions with senior executives, open office hours, and one-on-one mentoring • Led annual training of global full-time hires and interns (250+ undergrad/MBA) in PIMCO’s Alternative Credit and Private Strategies business and proprietary risk management systems
Senior Account Associate - Financial Institutions Group
PIMCO
July 2018 - August 2021
Hiring Manager
• Serviced $20bn across 60 insurance and bank mandates by liaising between PIMCO portfolio managers and institutional clients; analyzed capital markets trends, performed portfolio attribution analysis, and built customized client reporting • Invented and automated daily reporting for bank clients on esoteric fixed income holdings to solve for strict new regulatory requirements; increased bank client investments by $1bn • Hosted quarterly strategy and portfolio conference calls with insurance and bank executives; presented drivers of performance across fixed income markets and articulated macro outlook • Led global team dedicated to orchestrating firm’s response to LIBOR cessation that affected $220 trillion of securities; managed 300+ global client inquiries and contributed to thought leadership pieces featured on the PIMCO Blog
Education
The Wharton School (UPenn)
MBA, Finance
2023 - 2025
Brigham Young University
Bachelor’s Degree, Finance
2011 - 2017
2 Reviews
Overall Rating
5.0
Jeffrey has helped clients get into these schools:
Jeffrey has helped Leland clients get into PIMCO