Andrew Smith
Chicago,IL
Summary
Detail-oriented Finance Professional with expertise in the Alternative Investments space, offering strong quantitative analysis and decision-making skills. Proven success in managing private equity, hedge fund, and BDC investment vehicles, with experience in client-facing and operational roles. Military background enhances strategic thinking and problem-solving abilities.
Overview
15
15
years of professional experience
Work History
Associate
Goldman Sachs - BDC/Retail Alternatives
01.2022 - Current
- Managed launch and oversight of Private Equity, Hedge Fund, BDC vehicles and Cayman feeder funds; reviewing subscription documents and directly aiding in the onboarding of over 3,500 diverse investors
- Built and maintain significant client relationships by resolving key product issues, performing needs analysis and establishing new effective controls
- Oversee the Subscription, Redemption and Distribution processes of our funds
- Assist in the facilitation of Legal Entity Transfers, Secondary Sales and investor ad-hoc requests
- Work with our external fund administrators, transfer agents, third party distributors and broker/dealers on a daily basis, ensuring accurate client reporting and book-keeping
- Provide materials for quarterly board meetings, including investor level data and portfolio performance metrics
Analyst
Goldman Sachs - Asset Management Division
11.2018 - 01.2022
- Oversee capital calls and distributions for our funds; work with client reporting to ensure notices/communications go out timely to investors
- Help drive tactical enhancements within our OMS and client onboarding platform, which increased efficiency and reduced risk of trading errors by 23%
- Eliminated inconsistent operational processing and customized reporting for legacy private equity fund vehicles, enabling product expansion into new sales channels and growing third-party distributor business
Analyst / Client Services
Northern Trust Corp. - Global Fund Services
10.2016 - 11.2018
- Work directly with large institutional funds to ensure that their trade and investment activity settles without issue, leveraging DTC and in-house systems
- Service investment managers, clients and partners with flexibility and the commitment necessary to exceed their expectations/requirements
Aegis Fire Control Technician
United States Navy
12.2008 - 02.2013
- Conduct Anti-Piracy Ops and maintain safe shipping lanes
Education
MBA - Master of Business Administration
DePaul Kellstadt Graduate School of Business
Chicago, IL11.2019
Bachelor of Science - Finance
DePaul University
Chicago, IL03.2016
Skills
- Process Improvement
- Work Planning and Prioritization
- Relationship Building
- Issue Resolution
- Strategy Development
- Attention to Detail
Timeline
Associate
Goldman Sachs - BDC/Retail Alternatives
01.2022 - Current
Analyst
Goldman Sachs - Asset Management Division
11.2018 - 01.2022
Analyst / Client Services
Northern Trust Corp. - Global Fund Services
10.2016 - 11.2018
Aegis Fire Control Technician
United States Navy
12.2008 - 02.2013
MBA - Master of Business Administration
DePaul Kellstadt Graduate School of Business
Bachelor of Science - Finance
DePaul University