About Obi
English
Native or bilingual
German
Basic
Experience
- Zhongqing Capital (Geely Holding Group),Strategy & Investor Relations, MBA ConsultantOctober 2025 - January 2026 (3 months)China• • Provided strategic counsel to the CEO & Senior Leadership by conducting structured analysis on fund strategy, market mapping, and cross-border investment themes, producing a Fundraising Strategy Document with priorities and execution plan.• • Drove global fundraising execution by developing the investor toolkit (pitch deck, marketing materials, KPI dashboards, and performance models), translating the investment thesis into a clear, LP-ready narrative and materials set.• • Led cross-functional delivery across investment, finance, legal, and operations to meet fundraising milestones, ensuring disciplined coordination, accurate materials, and a smooth investor diligence process.• • Initiated and progressed commercial dialogue with prospective Limited Partners and strategic partners, qualifying opportunities and building the international LP pipeline from first contact through meetings and due diligence.• • Upgraded investor reporting infrastructure by designing portfolio dashboards and performance analytics to strengthen internal visibility, improve LP communication quality, and streamline reporting cycles
- Jersey Trust Company,Relationship ManagerJanuary 2023 - September 2024 (1 year and 8 months)Channel Islands Drive, Ventura County, CA, USA• • Relationship Manager for a $650m UHNW and family-office portfolio, responsible for client investment communication across private equity, private credit and Real Assets portfolios, contributing to c.100bps benchmark outperformance and 15% fee growth.• • Chaired quarterly client portfolio investment review meetings, presenting LP reports, performance analysis and transaction summaries to beneficiaries and external advisers.• • Represented beneficiary interests across Alternatives portfolio covering capital calls, distributions and secondary sales whilst acting as key liaison between the Trust, GPs, lenders and co-investors.• • Designed and implemented proprietary private-asset valuation and reporting tools for PE and real estate assets, enhancing portfolio transparency and reducing quarterly reporting preparation time/costs by 50%.• • Coordinated 70+ stakeholders in legal, tax, accounting and operations across multiple jurisdictions to deliver complex, cross border client mandates, ensuring high-quality client outcomes while maintaining fiduciary and regulatory standards.
- KPMG,Auditor & Valuations SpecialistOctober 2018 - December 2022 (4 years and 2 months)Channel Islands Drive, Ventura County, CA, USA• • Designated Infrastructure fund specialist responsible for valuing assets worth £1bn for private equity, real estate and listed infrastructure funds using DCF models and sensitivity analysis for financial reporting and investor disclosures.• • Managed day-to-day client relationships, budget, and project delivery for real estate client, successfully completing the engagement ahead of schedule for the first time in the client's four-year history with the firm.• • Led teams of 6 auditors across different time zones and 3 workstreams, leading to year-on-year improvement in team efficiency and a 10% rise in client revenue recovery.• • Prepared findings from 2 listed client audits including control deficiencies for Partner presentation to client board of directors and audit committee.
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Education
- Masters in Business Administration (MBA)University of Oxford2025Masters in Business Administration (MBA)
- CFA Investment Management Certificate2017CFA Investment Management Certificate