Duy Son (Huynh) T.
Investment Manager
Experience
Investment Manager, Private Equity and Co-investments
Confidential Single Family Office
- Lead sourcing, evaluation and execution of private equity funds, co-investments and direct opportunities, using fundamental company and thematic sector research with a particular focus on software, data and emerging technology, and translating findings into structured investment theses for the principal
- Build, maintain and audit detailed fund and company models, including LBOs, DCFs, operating cases and scenario-based cash flow forecasts, and use these models to assess valuation, growth potential, downside risk and return across asset classes
- Design portfolio allocation and co-investment strategies that integrate both fundamental research and insights from quantitative analysis, and monitor portfolio attribution, exposures, and risk metrics over time
- Prepare and refine investment memoranda, committee papers and board materials that explain drivers of financial performance, key metrics and exit scenarios
Senior Finance Expert AI Trainer – Writer and Reviewer
AI Research Labs
- Authored and reviewed more than 800 expert level finance prompts and edge cases that replicate real world investment banking, private equity, M&A, valuation and financial planning and analysis workflows, and enhanced prompts, golden answers and rubrics created by other finance experts to match professional practice and high quality AI training standards
- Designed advanced multi-step tasks that require reasoning over scattered data, conditional procedures and realistic constraints, producing well scoped requests with clearly defined deliverables that train large language models to perform in real world sell-side and buy-side settings without close guidance and expose failure modes that only appear in complex deal situations
- Assessed model outputs against expert ground truths across valuation, capital structure, portfolio analysis, forecasting and risk management, and audited the underlying prompts, golden answers, and rubrics for issues such as missing request components, unclear output formats, hallucinated or unsupported details and calculation errors
- Performed granular data annotation and prompt based labelling on financial statements, trading related content and investor communications, curating high-quality supervised learning datasets with clear label definitions and quality checks
- Collaborated closely with AI researchers and engineers to refine training data, validation frameworks, and best practice guides, feeding back systematically logged major and minor issues so that successive iterations more reliable model behaviour
Vice President, Private Equity
Athos Partners
- Led execution of 8 fundraising mandates exceeding €5 billion for private equity managers, built structured investor funnels, commitment scenarios and probabilistic fundraising forecasts that were used to plan roadshows, outreach and manage process risk
- Directed preparation and quality review of all investor materials, including portfolio information packs, strategy decks, performance track record analyses, investor presentations, and due diligence questionnaires
- Built and maintained datasets on general partners, limited partners, mandates, and interactions, classifying investors by strategy, geography and risk appetite and using data and CRM tools to improve segmentation, targeting and reporting
- Contributed to internal analytics on fund performance and portfolio composition, using advanced Excel models to benchmark fund managers, analyse cash flow profiles, and highlight key performance indicators to prospective investors
Senior Associate, Investment Banking
DNB Carnegie
- Advised on over 25 cross-border M&A, equity, and debt capital markets transactions with aggregate value above €20 billion, applying detailed financial statement analysis, sector research, and scenario modelling to support pricing, structure, and negotiation
- Built and stress-tested complex financial models, including three-statement projections, DCFs, LBOs, SOTP valuations, and merger models, and created reusable modelling templates with clear separation between input sheets, core calculations, and outputs
- Produced client-ready materials such as investor presentations, board decks and information memoranda that integrated quantitative outputs, market data, and narrative analysis
- Performed granular review of company accounts, management presentations and market data to reconcile narrative disclosures with quantitative performance, calculate key metrics such as year-on-year revenue growth, margins, and leverage
- Led key workstreams where junior analysts and external advisers contributed data and analysis, reviewing their outputs for accuracy and structure before applying it in complex deal settings
- Supported negotiation of key legal documents including share purchase agreements, shareholder agreements, and term sheets by providing valuation, deal structure, and scenario analyses to clients
- Promoted to associate in under 2 years ahead of the standard 3-year track, reflecting strong technical skills and solid work ethic
- Notable M&A transactions: Stonepeak’s €6.2 billion acquisition of Teekay LNG; Aker Solutions’ €3.5 billion merger with SLB and Subsea7; Nordax’s €2.1 billion acquisition of Bank Norwegian; SalMar’s €1.3 billion acquisition of NTS; Gjensidige’s €1.2 billion acquisition of real estate portfolio; and Keppel Infrastructure Trust’s €1.0 billion acquisition of onshore wind farms
- Notable ECM transactions: Storskogen’s €1.2 billion IPO; Nordnet’s €1.0 million IPO; Vår Energi’s €800 million IPO; Aker Horizons’ €400 million IPO; Norwegian Air Shuttle’s €400 million private placement; and Meltwater’s €350 million IPO
- Notable DCM transactions: Vår Energi’s €750 million bond issue; Balder’s €480 million convertible bond issue; PGS’ €450 million senior secured bond issue; and Odfjell Drilling’s €390 million senior secured bond issue
Summary
Investment professional and AI finance specialist with more than 6 years of experience across investment banking, private equity, and family office investing, now focused on training and evaluating advanced AI models for real-world finance tasks and financial reasoning. Has advised on more than 25 cross-border M&A, equity, and debt transactions worth over €20 billion, and led fundraising, co-investments, and direct deals, as well as built three-statement, DCF, LBO, SOTP, and investment models used in live decision-making processes. Authored over 800 detailed prompts, golden answers and evaluation frameworks, reviewed AI-generated spreadsheets and outputs for logic and accuracy, and annotated financial datasets to improve model performance in valuation, forecasting, and deal analysis. Highly motivated to contribute to bridge the gap between real-world finance and large language models in order to build more reliable finance-focused AI models.
Languages
Education
Norwegian School of Economics
Master of Science in Economics and Business Administration · Finance · Bergen, Norway · 5.00/5.00
Major: Mathematical Finance
Norwegian School of Economics
Bachelor of Science in Economics and Business Administration · Economics · Bergen, Norway · 4.94/5.00
Major: Finance
Similar Freelancers
Discover other experts with similar qualifications and experience