Omari Robinson
Accounting / Finance
About Omari Robinson:
Experienced finance and investment professional specializing in alternative investments, private wealth management, and financial analysis. Skills include conducting thorough due diligence, portfolio management, and relationship building. Proven track record of optimizing investment strategies, consulting, fostering connections, and driving data-driven decision-making across industries.
Experience
Elevate Ventures, Analyst
Sep 2023 - Present
Conducted due diligence on 50+ companies across industries, delivering recommendations to the investment committee.
Reconciled historical portfolio data (800+ transactions) to enhance portfolio visibility and performance analysis.
Advised portfolio company CEOs and founders on capital structure, financial planning, and strategic initiatives.
Baird Augustine, Consultant
May 2024 - Present
Led outbound fundraising efforts for companies seeking $20M–$100M, engaging investors and identifying capital opportunities.
Performed due diligence and assessed investment opportunities.
Valeo Financial Advisors, Financial Advisor
Aug 2021 - Sep 2023
Managed $500M in assets for high-net-worth clients and institutional investors, providing comprehensive financial oversight.
Conducted due diligence on private equity and real estate investments for LPs and GPs, overseeing clients' alternative asset
portfolios.
Advised on tax strategy, cash flow management, debt structuring, alternative investments and estate planning.
REN-ISAC (IU Gerald L. Bekpo Internship Program), Data Analyst (Graduate Intern)
May 2021 - Aug 2021
Performed market research and data analysis to enhance business operations and customer acquisition strategies.
Developed advanced Excel reports and pivot tables to optimize the customer pipeline and drive growth.
Education
Indiana University at Indianapolis, IN
Master of Science • Economics • Jan 2020 - Jan 2022
Gerald L. Bekpo Scholarship Recipient
Research Project: Does Early Exposure to Economic Principles Increase the Likelihood of Success?
Dean's List 2020-2022
Indiana University at Indianapolis, IN
Bachelor of Arts • Economics
Relevant Coursework: microeconomics, macroeconomics, econometrics, money and banking, statistics, and probability.
Minor in Business from Kelly School of Business
Professionals in the same Accounting / Finance sector as Omari Robinson
Professionals from different sectors near Indianapolis, Township of Center, Marion
Dawttiniang Phuting
HR Management & Management Student | IUPUI
Administrative
Other users who are called Omari
Omari Banks
Warehouse associate packer , sorter or a mover
Construction / Facilities
Jobs near Indianapolis, Township of Center, Marion
-
Traveling Registered Nurse · Create Your Career With Us You're making a difference as a health care professional Touch even more lives across the country – especially in underserved communities – through unique travel staffing opportunities at Solutions By Sanford. · Job Summary: ...
Marion1 day ago
-
+Job Summary+Responsible for assisting and consulting with customers on our products and services by utilizing knowledge, skills and technology to achieve a world class sales and service experience · Customer-Focused; Workplace Organization; Persuasion; Teamwork; Technical Knowle ...
Indianapolis, IN3 weeks ago
-
The position of operations analyst at Winthrop Capital Management (WCM) is an entry level position designed to provide candidates with a challenging, meaningful and supportive opportunity to build a career in the investment management business. · Maintain account level and securi ...
Carmel, IN1 month ago