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About
Ayan Lateef is an incoming Investment Banking Analyst at Strategy Capital LLC, based in Holmdel, NJ. In this role, he is expected to focus on supporting transaction execution and client advisory across sectors such as consumer, industrials, and services, leveraging his analytical skills to facilitate deals and complex financial projects.
Prior to joining Strategy Capital LLC, Ayan completed a Summer Analyst position at Hill Path Capital, where he gained exposure to private equity investment strategies and portfolio management within sectors including leisure, hospitality, and real estate. He also served as a Spring Analyst at Strategy Capital, where he contributed to industry and company analysis, particularly within middle-market M&A transactions.
Ayan earned his degree from The Wharton School, equipping him with deep expertise in corporate finance, valuation, and quantitative modeling. His previous internships and rigorous academic background position him as a promising professional in the investment industry, with direct experience in deal sourcing and due diligence for both buy-side and sell-side opportunities. His contributions have centered on supporting transaction teams and building financial models for asset classes such as equities and real assets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Morgan Stanley | Incoming Investment Banking Analyst | Aug 2024 to Present | Global Technology Group |
| Hill Path Capital | Summer Analyst | Jun 2024 to Aug 2024 | — |
| Strategy Capital | Spring Analyst | Feb 2024 to Jun 2024 | — |
| Moon Capital | Summer Analyst | Jun 2023 to Aug 2023 | — |
Education
The Wharton School
2021 — 2025
Holmdel High School
High School Diploma
2017 — 2021
Others at Strategy Capital LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner | Los Altos, CA , United States | |
L Lawrence Tint | Managing Director | Atherton, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |