Alyssa Bossbaly
Astoria,NY
Summary
Highly organized, motivated individual with an MBA degree and four years of finance and investment operations experience, specifically within the investment banking and private equity industries. Interested in combining a passion for healthcare and life sciences with a career in finance and project management.
Overview
9
9
years of professional experience
Work History
Investment Operations Analyst
Blackstone
06.2022 - 04.2024
- Oversaw the cash management team located in India and served as an escalation point
- Worked closely with investment team members and legal counsel on deal closing negotiations
- Conducted due diligence on potential investments alongside legal and compliance
- Assisted the ESG team in assessing new investments and fund managers
- Worked with accounting and treasury to monitor cash needs for deal closings, capital call payments, and fund distributions; Disseminated important information to senior management
- Worked with the investor relations team on preparing 50+ quarterly update reports
- Produced a monthly cash forecast for various funds, and provided investment information to the FP&A team to be utilized in quarterly forecasts
- Manipulated and analyzed large data sets to derive meaningful information for our investors
- Evaluated processes and proposed new methods to increase efficiencies, specifically for cash management, tax refunds, check deposits, etc.
- Improved portfolio management by implementing a new platform for investment performance tracking, and established controls to maintain the integrity of data for thousands of investments
- Interpreted financial statements, capital account statements, cash notices, and legal contracts
Investment Operations Analyst
JP Morgan Chase
06.2020 - 06.2022
- Processed client direction for cash and security movements in environment driven by market deadlines
- Worked closely with accounting, client service, internal brokers, and external record keepers to research and resolve any cash discrepancies, account overdrafts, or long balances
- Collaborated with internal product and technology departments to increase automation and decrease manual intervention and the potential for operational risk
- Participated in a 15-week leadership program for high achieving individuals to learn about different lines of business within the organization and network with senior executives
- Assisted the Collateral Segregation team during a six-month period of high transaction volume
Graduate Assistant
St. John's University
09.2018 - 05.2020
- Assisted two business professors with research on business ethics and risk management
- Worked with the Assistant Dean in handling confidential information, data entry, and record filing.
Compliance & Risk Management Intern
Memorial Sloan Kettering
06.2019 - 08.2019
- Analyzed pharmaceutical data in preparation for a DEA Audit and worked with the Drug Diversion manager to mitigate the risk of failing to meet legal and regulatory requirements
- Worked closely with Internal Audit and General Counsel on projects to manage risk exposure
Account Executive
Henry Schein
01.2018 - 07.2018
Patient-Doctor Liaison (part-time)
Mercado Medical Practice
01.2015 - 12.2017
Education
MBA - Risk Management
St. John's University, Tobin College of Business (AACSB)
New York, NY05.2020
Bachelor of Science - Pre-Veterinary Medicine
University of Delaware
Newark, DE05.2017
Skills
- Microsoft Office (Word, PowerPoint, Excel, Outlook)
- Salesforce
- DealCloud
- Chronograph
- Wallstreet Suite
- Basic knowledge of SQL
- Problem-solving skills
- Verbal and written communication
- Analytical thinking
- Project management
- Due diligence
- Data manipulation and interpretation
Timeline
Investment Operations Analyst
Blackstone
06.2022 - 04.2024
Investment Operations Analyst
JP Morgan Chase
06.2020 - 06.2022
Compliance & Risk Management Intern
Memorial Sloan Kettering
06.2019 - 08.2019
Graduate Assistant
St. John's University
09.2018 - 05.2020
Account Executive
Henry Schein
01.2018 - 07.2018
Patient-Doctor Liaison (part-time)
Mercado Medical Practice
01.2015 - 12.2017
MBA - Risk Management
St. John's University, Tobin College of Business (AACSB)
Bachelor of Science - Pre-Veterinary Medicine
University of Delaware