Sarah Kefi
Wharton MBA | Permira & J.P. Morgan | Buy-Side Recruiting
Studied at The Wharton School (UPenn)
Worked at KAUST Investment Management Company
Available tomorrow at 1:00 PM UTC
Questions? Start chatting with this coach before you get started.
Sarah's Offerings
Custom hourly · $75/hr
Get help with AI Financial Modeling, AI Fundamentals, and .
Sarah’s Private Equity Qualifications
Experience level: Senior Associate
Welcome to my profile! With a robust background in finance and investing, I bring a wealth of experience from top institutions like JPMorgan Chase and Permira, where I honed my skills in private equity, credit investment, and real estate banking. My academic journey through MIT's Master of Finance program and Wharton's MBA has equipped me with a deep understanding of both public and private markets. I've successfully mentored candidates through competitive finance recruiting processes, leveraging my experience in investment sourcing, diligence, and portfolio analysis. Whether you're looking to break into private equity or advance your finance career, I'm here to guide you every step of the way. Let's connect and strategize your path to success!
Sarah can help with:
AI Financial Modeling
AI Fundamentals
Behavioral Interview Prep
Cover Letters
Financial Analysis
Financial Modeling
Investment Evaluation
Networking Strategy
Resume Review
Technical Interview Prep
Work Experience
Private Equity Summer Analyst
KAUST Investment Management Company
May 2025 - August 2025
• Private Equity team at one of the world’s largest endowments, contributed to investment sourcing, diligence, and portfolio analysis. • Conducted research on the Indian private equity market, focusing on tech-enabled companies to inform VC/PE investment theses. Investment Management, Private Equity and +5 skills
Investment Professional
Permira
March 2023 - July 2024
Interviewer
Evaluated and executed credit investment opportunities for Permira’s $20B+ direct lending and opportunistic credit platform • Engaged in all aspects of investment process, including financial modelling, business and commercial DD, transaction structuring, and legal docs, pitched investment ideas to ICs, conducted expert calls, and monitored 10 portfolio companies
Analyst - Real Estate Banking
JPMorgan Chase & Co.
August 2021 - February 2023
Admissions Committee
Leveraged finance and securitization of real estate projects across EMEA. Executed over 6 bank debt, leveraged loan, CMBS, and high yield bond financings for over £3 billion of debt issuance • Advised on capital structure alternatives, performed LBOs, comparable and precedent transaction analyses, prepared all marketing materials (Confidential Information Memorandum and Lender Presentation) for syndicated transactions • Developed training sessions and mentored over 15 new hires and summer interns, mitigating key person dependencies • Notable Deals: £277m Quintain Living (2022), €2bn Syndication Alstria REIT (2022), £250m One Grosvenor Square (2021)
Summer Analyst, Real Estate Banking
JPMorgan Chase & Co.
June 2020 - August 2020
See full time role description (I have successfully converted this internship into a full time role).
Summer Analyst, Asset-Backed Securities (ABS)
JPMorgan Chase & Co.
June 2019 - August 2019
• Supported the analysis and execution of Asset-Backed Securities transactions across a range of structured finance products • Performed collateral, cash flow, and credit analysis to assess portfolio performance, pricing, and transaction risk • Developed a financial model replicating Moody’s Non-Performing Loans framework, streamlining bond pricing and accelerating deal evaluation
Education
The Wharton School (UPenn)
Master of Business Administration - MBA, Finance
2024 - 2026
Focused on finance, investing, and entrepreneurship, with experience across both private and public markets. Participated in Fidelity’s Research Analyst Mentor Program (RAMP) and Capital Group’s CAPtivate equity research mentorship program to broaden perspectives across investing styles and deepen public equities research expertise. Passionate about mentoring candidates navigating competitive MBA and finance recruiting processes.
Massachusetts Institute of Technology
Master of Finance, MFin, Finance
2020 - 2021
Focused on corporate finance, capital markets, and investment analysis, with research and practical experience spanning quantitative investing, private markets, and financial modeling. Developed a strong analytical foundation through academic research, investing projects, and exposure to both public and private market strategies.
University College London, University of London
Philosophy, Politics and Economics (PPE), Economics and Data Science (Majors)
2017 - 2020
Studied Philosophy, Politics, and Economics at UCL with a focus on economics and data science, developing a strong analytical foundation across markets, finance, and global economic issues. Alongside my studies, I conducted research in macroeconomics and finance examining how bond rating announcements shape investor expectations and equity market reactions. My time at UCL sparked a long-term interest in investing, markets, and the intersection between data, economics, and financial decision-making.