Hieu Tran
Investment Manager (Infrastructure Private Equity)
Jackson Heights, United States
Investment professional with 10 years of experience in private infrastructure investing, asset management, and project finance. Responsibilities consist of sourcing and structuring deals, leading due diligence (commercial, financial, tax, legal closing), building and reviewing financial models, preparing / delivering / defending investment proposals to Investment Committees, and managing portfolio companies. Sectors coverage include renewable energy (utility-scale wind, solar and energy storage), conventional generation, digital infrastructure (data center, fiber, tower), and transportation. United States and Vietnam dual citizenships.
Domain experience
Relevant Total Experience: 10 years
Seniority Level: Manager
Sector Experience:
Electric Power Generation By Fossil Fuels Energy Independent Power Producers and Energy Traders Telecommunication Services Transportation InfrastructureSkills
Skilled in: Divestitures, Due Diligence, Term Sheet, Contractual Agreements, M&A Negotiations, Portfolio Services & Add-on M&A, Target financing, Capital Raising, Fundraising strategy, Sell-side M&A, Buy-Side M&A
Technical Skills: VBA, Microsoft Excel, PowerPoint, Microsoft Office
Languages: English, Vietnamese
Work Experience
Partners Group
Investment Leader
●1/11/2022
- Now
Lead quantitative and qualitative due diligence and legal closing for prospective private infrastructure investments. Mandate includes secondaries, co-investments, primaries, and minority equity interests (core plus and value-add). Build and review financial models. Prepare and deliver investment recommendations to Investment Committees. Interact with infrastructure GPs and sell-side agents to source and structure transactions. Maintain relationships with existing fund managers and perform market screening and landscaping to find new GPs. Monitor and report on financial and operational performance of co-investments; Aid business development activities.
UBS Asset Management
Director
●01/07/2013
- 1/10/2022
Director (2020 – Present), Associate Director (2016 – 2020), Analyst (2013 – 2016) Private equity investing across the renewable energy, conventional generation, digital infrastructure, and transportation / logistics sectors. Interfaced with market participants to originate acquisition opportunities (evaluated 60-70 deals annually). Led market, technical, financial, and tax due diligence for prospective investments. Monitored and optimized operational and financial performance of portfolio companies.
UBS Wealth Management
Analyst
●01/08/2011
- 01/07/2013
Rotated through various operational finance and data analytics teams within UBS Wealth Management Americas. Optimized reporting and budgeting processes through increased automation. Conducted financial analysis to benchmark and forecast KPIs such as net new money, AUM and attrition rate.
Education
University of Utah
Finance
●01/08/2010
- 01/05/2011
Linfield University
Finance
●01/08/2007
- 01/05/2009
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