
Lia Huang
5.0
(1)
Studied at The Wharton School (UPenn)
Works at Ares Management
Successful clients at
Not currently taking new clients
Work Experience

Private Credit Associate
Ares Management
July 2024 - Present
Source, underwrite, and manage private debt investments across multiple sectors Lead due diligence and financial modeling for middle-market credit opportunities Present investment committee materials for senior and unitranche debt structures Private Credit

Investment Banking Associate, Global Energy Group
Morgan Stanley
July 2021 - July 2024
Executed M&A, LBO, IPO, and debt financing transactions across North America and Europe Built operating models, valuation analyses (DCF, comps), and strategic alternatives decks Selected to mentor incoming summer analysts and lead training modules for new hires Mergers & Acquisitions (M&A)

Investment Banking Summer Analyst
Morgan Stanley
June 2020 - August 2020
Supported live M&A and capital markets transactions during COVID-19 recovery Delivered valuation materials and CIMs; received return offer

Insight Series
Evercore
March 2020 - March 2020

Spring investment banking analyst
Macquarie Group
March 2019 - March 2019
Education

The Wharton School (UPenn)
Bachelor of Science - BS
2017 - 2021
1 Review
Overall Rating
5.0
Lia has helped Leland clients get into The Carlyle Group