Professional Summary

Professional Overview

Jenny Tran is an experienced Investment Professional with a track record of success in the financial services industry. She brings a diverse skill set and deep expertise in investment banking, private equity, and real estate, having held roles at leading global firms.

Experience Summary

Current Role

As an Investment Professional at Castik Capital Partners, Jenny is responsible for sourcing, evaluating, and executing complex investment opportunities across Europe. She plays a key role in the firm's deal origination, due diligence, and portfolio management processes, contributing to Castik's reputation as a premier middle-market private equity investor.

Career Progression

Jenny began her career as an Analyst at Royal Bank of Scotland Business, where she gained valuable experience in commercial banking and credit analysis. She then transitioned to investment banking, serving as an Analyst at UBS, where she was involved in M&A advisory and corporate finance transactions.

Prior to her current role, Jenny held internships at prestigious firms such as J.P. Morgan, Macquarie Group, and PGIM Real Estate, further broadening her industry knowledge and deal execution capabilities. Her early exposure to various financial disciplines, including real estate private equity and architecture, has uniquely positioned her to understand complex investment opportunities.

Academic Background

Jenny holds a Bachelor of Science degree in Architecture from the Technical University of Munich, Germany. Her academic background provides her with a unique perspective and problem-solving skills that complement her finance expertise.

Areas of Expertise

• Investment analysis and due diligence

• Deal origination and transaction execution

• Portfolio management and value creation

• Financial modeling and valuation

• Cross-border mergers and acquisitions

• Real estate investment and development

Professional Impact

Throughout her career, Jenny has been involved in several high-profile transactions, contributing to the success of her teams and the growth of the firms she has represented. Her analytical prowess, attention to detail, and strong interpersonal skills have enabled her to build lasting relationships with clients, partners, and colleagues.

Conclusion

With her versatile background, proven track record, and unwavering commitment to excellence, Jenny Tran is poised to continue making significant contributions to Castik Capital Partners and the broader investment community. Her diverse expertise and innovative mindset make her a valuable asset in identifying and unlocking value for her clients.