The Johns Hopkins University - Carey Business School

Training and Competitions by Correlation One

Indiana University - Kelley School of Business

Indiana University Bloomington

Southern Illinois University, Carbondale

Public & Private Investment Professional ● Capital Project Manager ● Trained Data Analyst ● Sustainability & Blockchain Enthusiast

✔ Documents public meetings (City of Minneapolis and Hennepin County Councils and Boards) amounting to 10% of a local citizen journalist media annual coverage; a top 5 contributor of its news-gathering process and civic knowledge-building
● Manages time effectively to deliver content on schedule; adheres to ethical standards of journalism, including objectivity, fairness, and accuracy
● Meetings coverage: budget, planning, housing, zoning, real estate, infrastructure, and taxation

Pillsbury United Communities

Citizen Journalist (Documenter)

✔ Collaborates in course preparation, grading, answering student inquiries, and maintaining learning management systems (Blackboard and Canvas) with Professors Luis Quintero, David Harper, Vadim Elenev, Carolyn Grimsley, and Seydina Fall; enhances the quality of the virtual learning experience for 525 graduate students
● Courses assisted: 1) Real Estate Investment and Development, 2) Infrastructure Development for Sustainable Cities (with Tableau assignment), 3) Real Estate and Infrastructure Finance, 4) Managing Complex Projects, 5) Computational Finance, 6) Net Zero Real Estate, and 7) Real Estate Products and Emerging Trends
● Co-designed innovation of virtual onboarding tools for incoming students and branding of student services through the application of design thinking and stakeholder research

The Johns Hopkins University

Graduate Teaching Assistant

Wings Credit Union

Investment Analyst - Fixed Income and Structured Products

✔ Optimized a client's search engine advertising budget by 10% using Python on a 10,000-row dataset; libraries used include Pandas, NumPy, Matplotlib, Statsmodel, and Seaborn
✔ Selected to participate in a 17-week data science/analytics training fellowship (2% acceptance rate from 15K applicants) for high-achieving diverse talent based on leadership potential and academic success; passed the program with honors

Data Science for All by Correlation One

Data Science Fellow

● Assisted the venture team with due diligence on existing and prospective opportunities intersecting technology, construction, infrastructure, and real estate for investment and partnership; recommended a construction technology startup with an expected IRR of 48%
● Participated in Diversity VC's Future VC developmental program by attending unique masterclasses given by industry leaders on key venture capital knowledge areas, soft skills, networking, and career development

Shadow Ventures

Analyst Intern

● Served as an inaugural member under the Academic and Research sub-committees
● Researched and benchmarked sustainability initiative websites of 20 peer institutions

Sustainability Leadership Council Member

✔ Increased team efficiency by reviewing, abstracting, and filing 200+ lease agreements (using AMTdirect) - covering 7.5 million square feet - for team reference and decision-making; created tax data points for 540 leases across two states; audited 560 lease data points; saved 38% expenses in lieu of provider consultants
● Conducted research for potential development sites for a client school's expansionary needs
● Co-created a case study for Carey Business School's graduate capstone project used for three semesters

Real Estate Assistant

✔ Researched pipeline of 60+ strategic infrastructure projects in Indonesia, Myanmar, Singapore, Malaysia, Bangladesh, Pakistan, India, United Arab Emirates, Congo, Australia, Italy, Canada, and Japan, to be published for the 2019 Global Infrastructure Report; contributed to a 16% increase in forum attendees
● Updated 20+ infrastructure projects in the United States, which were the invitees to Blueprint 2025 2X Leadership Forum

CG/LA Infrastructure

Infrastructure Project Researcher

● Set up standard operating procedures and obtained regulatory approval for investment products based on Islamic ethical values

BNI Asset Management

Head of Faith-Based Investment Management Unit

● Set up the unit business plan and obtained regulatory approval

Head of Investment Advisory

✔ Co-managed a cumulative US$70 million Asset Under Management (AUM) in multi-sector private equity and private debt portfolios, which included a payment aggregator, a heritage hotelier, a residential real estate developer, and an agricultural chemical manufacturer
✔ Executed financial closing of US$38 million cross-border investment in the energy service sector by navigating complex regulatory frameworks
● Structured, developed, and involved in fundraising for a hotel Real Estate Investment Trust (REIT) valued at US$30 million
● Monitored and evaluated periodical performance variance, and provided recommendations to internal team and investors
● Conducted project site visits, reviewed managerial systems, and provided technical assistance as necessary
● Appointed to conduct a study on equity and credit-linked notes by the Financial Services Authority (OJK)

Alternative Investment Manager

● Set up the legal structure and financial model of a Special Purpose Company for a hotel REIT.

Commissioner of Sayana Prasamaya Caraka

● Formulated corporate social responsibility (CSR) guidelines and monitored charitable distribution to implementation partners, one of which was the Karya Salemba Empat Foundation's undergraduate scholarship program

Corporate Social Responsibility Committee Member

✔ Led team and built capability to conceptualize, create, register, launch, monitor, and manage lifecycle of 80+ products: real asset, private financing, capital protected, exchange-tradeable, conventional, and Sharia-compliant; enabled 130% AUM growth to US$1.2 billion in three years and contributed to 34% annual revenue growth
● Engaged and executed private transactions in multi-sector portfolio companies (which included information and communications technology, commercial and residential real estate, energy service contractor, and transportation infrastructure) between arrangers, custodians, issuers, legal counsels, trustees, investors, and third-party professionals
● Established and maintained strong relationships with external service providers (custodians, arrangers, legal consultants, and trustees), leading to increased service performance, competitive pricing, and sourcing new investment opportunities
● Conducted underwriting for new fund initiatives and monitored fund registration with the regulator
● Supervised workstreams and provided professional development support for an internal team of three
● Managed ad-hoc cross-functional unit on corporate initiatives, which included the creation and revision of standard operating procedures, expansion of overseas channels, and progression toward tighter group synergies (such as the 2016 tax amnesty program)

Assistant Vice President - Head of Product Development and Management

● Analyzed and monitored 10 Indonesia-listed GICS sectors, screened companies for inclusion in the internal investment universe, liaised with issuers and sell-side professionals, updated internal and external clients with investment reports; supervised two indirect reports

Head of Investment Analysis

✔ Reduced risk exposure by evaluating operational processes and implementing controls; successfully guided the company to pass an annual regulatory examination in 1Q2014
● Ensured interpretation and adherence to capital market regulatory requirements; supported in managing investment and operational risks; supervised two direct reports
● Evaluated business processes and monitored critical internal controls to highlight organizational problems and recommend solutions for minimizing risks in all key units

Assistant Vice President - Head of Risk Management, Legal, and Compliance

✔ Guided the company during an annual regulatory examination in 4Q2012, which led to its passing
● Managed compliance risk, including the risk of legal or regulatory sanctions, financial loss, and damage to reputation as a result of failure to comply with applicable laws, codes of conduct, and standards of good practice
● Ensured interpretation and adherence to capital market regulatory requirements and supported the implementation and rollout of compliance-related initiatives, including those relating to changes in regulations

PT Indo Premier Investment Management

Risk Management and Compliance Manager

✔  Launched six capital-protected funds, three ETFs, an equity and a money market fund, in partnership with Head of Product Development; maintained regulatory compliance of newly launched and existing funds, which include an ETF, a balanced and a fixed income; enabled 6.8x AUM scale-up from sub-US$11 million to over US$86 million in less than two years
✔ Supervised timely delivery of 30+ requests for proposals (RFPs) with accurate and high-quality documents, fulfilling the needs and expectations of internal and external clients
● Collaborated with and educated client-facing retail and institutional salespersons with product specifics, with the objective of maintaining and expanding the investor base
● Represented fund managers in meetings with investors, issuers, prospects, intermediaries, and regulators to explain the philosophy, process, structure, and performance of investment products
● Undertook research and due diligence for the development of new structured investment projects and proposals

Structured Fund and Business Development Manager

✔ Monitored 30+ companies over six industries: financial (banking), property & infrastructure, automotive, consumer goods (pharmaceutical and retail), basic materials (cement and animal feed), and telecommunications
✔ Supported fund manager oversight of US$220 million of AUM by maintaining portfolio data, developing portfolio analytics, visiting issuers, and updating clients with sectoral outlook presentations
● Analyzed listed companies using valuation methods and financial modeling; generated investment ideas and monitored macroeconomic conditions; published weekly internal reports and monthly fund factsheets

PT Ciptadana Asset Management

Portfolio Analyst

Supervised allocation of partners' capital under management, targeting impact investment in real-sector micro and small enterprises (SMEs) to attain positive current income; past portfolio investments include food and beverage (F&B) and fast-moving consumer goods (FMCG) retailers, microfinance cooperatives, peer-to-peer lending, rental property & automobile, clothing merchant, and teak plantation

Bumi Salihara

Co-Founder and Principal

✔ Spearheaded an economic development project for the regency government, in collaboration with the Massachusetts Institute of Technology (MIT) Sloan School of Management, contributing to a 5.7% increase in agriculture real GDP and improved resident livelihood
✔ Organized planning phase (pre-tender) of a commercial property project (hotel), valued at US$8 million, between architect, engineers, designers, surveyor, franchisor, and owner
● Liaised with government officials, suppliers, and sub-contractors for rice and maize development projects
● Conducted a feasibility study in Timor-Leste for a potential investment in a cement packing plant

Amartya Wahidin Bojonegoro

Vice President of Corporate Development

● Prepared groundwork for capital project decisions: conducted due diligence, forecasted proforma financial statements, and drafted various investment and marketing-related documents
● Developed financial model and simulation for project feasibility studies, working capital requirements, budgeting, and valuation
● Managed financial transactions and banking relationships

Chief Financial Officer

✔ Authored research reports, analyzed financial statements, written investment memoranda, and advised on equity valuation of seven companies covering sectors composed of consumer cyclical (automotive such as ASII, GJTL, MASA), consumer defensive (pharmaceutical such as KLBF, TSPC), and industrial transportation (marine shipping such as BLTA, APOL) with a combined market capitalization of US$10+ billion as of June 2009
✔ Covered Indonesia’s largest marine M&A transaction; the report was subsequently used as case study material in universities
● Built financial models using Excel to forecast earnings and perform equity valuation through financial statement analysis and industry research
● Accompanied domestic and overseas institutional clients on company visits, wrote reports for corporate actions (i.e., private placement, rights issue) and industry insight articles for newspaper columns, presented findings and recommendations for internal meetings and external forums, prepared division’s daily macroeconomic data and news for sales calls

Danareksa

Equity Research Analyst

✔ Consulted internally to various divisions and assisted the President Director on multiple assignments, which included marketing kits development, research writing, retail product sales, and library procurement
✔ Learned various aspects of operational activities through a rotational program, technical and self-development training, and on-the-job practice; passed the program with Distinction (ranked 2nd out of 13); selected from 400+ applicant pools

Management Trainee

(formerly The Association of Trial Lawyers of America)
✔ Retained and extended for more than two months due to consistent performance, attentiveness to details, and ability to multitask
● Assembled 60 orientation kits and distributed them to various law schools across the United States; dispatched outbound phone calls on membership inquiries

American Association for Justice

Administrative Assistant

✔ Redesigned the company website by emphasizing usability, portability, web standards, and aesthetics using XHTML and CSS technologies; the company continued using the site until 2011 and grew from a single location with two interns to 3 locations with over 100 employees
● Implemented e-commerce capability by integrating the PayPal platform for the online store
● Designed various corporate advertising and stationery needs such as membership cards, flyers, brochures, timesheets, sign-in sheets, and postcards

Balance Gym

Business Development Intern

UNIVERSITY INFORMATION TECHNOLOGY SERVICES (UITS)
Lab Consultant / IT Help Desk
August 2003 - May 2004
✔ Nominated for Consultant of the Month in March 2004
● Provided front-line technical support to computer lab users, including students and faculties, for problems and questions relating to lab facilities (hardware operation, peripheral equipment, and software applications)
● Communicated thorough technical solutions efficiently and considerately to users at varying levels of technological knowledge

OFFICE OF INTERNATIONAL SERVICES
Orientation Staff
July - August 2003
● Assisted agency staff with administrative duties and familiarized students with university resources through orientation
● Organized pre-orientation social events for new international students

DEPARTMENT OF RELIGIOUS STUDIES
Research Assistant
June - August 2002 and 2003
● Conducted research for course materials and provided administrative assistance for Professor R. Kevin Jaques at the Department of Religious Studies
● Translated documents from Bahasa Indonesia to English

(in cooperation with) INTERNAL REVENUE SERVICES (IRS)
Income Tax Advisor
March - April 2002, 2003, and 2004
✔ Advised some 100 international students and instructors concerning tax situations and guided their income tax return preparation

Yoga Prakasa, CAIA