Anna DeVesty
Broomfield
Summary
Experienced Coordinator with proven background in project management and team leadership. Skilled in streamlining operations, improving productivity, and fostering cross-functional collaboration. Known for successfully coordinating multiple projects simultaneously while meeting critical deadlines. Display strong communication skills coupled with problem-solving abilities that have positively impacted previous workplaces. Skilled professional knowledgeable about monitoring metrics and maximizing team success in fast-paced settings. Performance- and quality-driven with several years of experience. Natural leadership talent with motivational approach.
Overview
6
6
years of professional experience
Work History
Coordinator, Portfolio Transformation Group
Revelstoke Capital Partners
Denver
12.2024 - Current
- Handle complex calendars on an ongoing basis and prioritize commitments to maximize time and productivity.
- Manage high volume recruiting scheduling and coordination for senior level hires across Revelstoke Capital and portfolio companies.
- Schedule interviews and autonomously handle last-minute scheduling changes while ensuring best-in-class candidate experience.
- Assist with team and project reporting and timekeeping system administration.
- Manage time-tracking platform and in partnership with PTG leadership ensuring the team stays properly utilized and track project burn compared to budget.
- Play integral role in tracking billing practices for group.
- Regularly interact with portfolio executives, investors, third party vendors, and administrative support.
- Booking travel (flight, hotel, car, train etc.) of all assigned team members through third party travel service (Concur) or directly with vendor per our expense policy.
- Ensure travel is logical and efficient, both in terms of time and expense.
- Manage assigned client group expense tracking through third party expense service and with preparation of expense reports.
- Help host portfolio company management on-sites and working sessions in the RCP office.
- Coordinate team building, firm, and culture events of various sizes, both in office and off-site.
- Lead the coordination of our annual summit programs for portfolio leaders.
- Assist with general filing, scanning, mailing, copying, printing, binding.
Executive Assistant, Private Equity Real Estate
Partners Group
Broomfield
07.2019 - 11.2024
- Review, cross-reference, format and assemble investment documents and investor presentations.
- Maintain and update internal data and contact information in Outlook and internal database (Siebel).
- Maintain and update standard client presentation material.
- Take minutes at various portfolio and investment committee meetings.
- Calendar management of internal and external meetings, conferences, and calls.
- Assemble and print meeting agendas and hand-outs, and take meeting minutes as necessary.
- Coordinate international and domestic travel bookings, using Concur and with external agency; prepare itinerary and logistics in Outlook.
- Process expense reports using Concur.
- Assist with event and conference coordination, booking catering and restaurant reservations, as needed.
- Answer phones, screen and route callers, handle inquiries, and provide back up to other administrative assistants and front desk, including light office maintenance.
- For investment committee process, on rotation to prepare meeting materials and agendas, as well as consolidate weekly minutes for the investment teams to ensure smooth and efficient meetings.
- Lead the Real Estate Team Specialist Investment Committee Deadline 2 Package preparation on Friday (3pm GMT) on a weekly basis.
- Assemble and present grant presentations to the Partners Group Impact committee and obtained $15K in funding.
- Work directly with the corporate legal and transaction services team to assure correct steps in regards to NDA's, LOI's and other legal documents.
- Participate and contribute to the corporate Diversity and Inclusion initiatives.
- Partner with the Debt and Liquid Loan assistant to ensure timely execution of all processes.
- Full cycle recruiting for team.
ESG Analyst
Partners Group
Broomfield
03.2021 - 12.2022
- Develop, compile, and analyze metrics that track progress of the Real Estate ESG program globally across funds.
- Ensure accuracy and consistency of Real Estate ESG data management and reporting globally by defining, implementing, and overseeing reporting policies, processes, templates, and controls.
- Collaborate and liaise with colleagues in differing asset classes and the Global ESG team to provide solutions for stakeholder requests for ESG data, reporting and responses to due diligence questions.
- Develop and maintain reporting timelines, reporting templates, and business requirements for external facing ESG reporting deliverables.
- Produce and deliver timely and accurate investor facing reports and support GRESB reporting for the global Real Estate platform.
- Collaborate with colleagues across the firm to execute projects related to the integration of Real Estate ESG and property metrics, technology enhancements, and external communications.
- Enhance systems and processes to supply data and assist internal teams responsible for energy and environmental performance improvement.
- Work with ENGIE platform to consolidate and audit utility data for over 100+ properties owned.
Education
Bachelor of Arts (B.A.) - Business Administration and Management, General
Coe College
Cedar Rapids, IA05-2014
Skills
- Operations
- Travel Planning
- Executive Calendar Management
- Recruiting coordination
- Expense reporting
- Event coordination
- Investor relations
- Data management
- Project management
- Problem solving
- CRM software
- Budget management
- Data entry
- Discretion and confidentiality
- Process improvement
- Vendor coordination
Languages
- English, Native or Bilingual
- Spanish, Limited Working
- French, Elementary
References
References available upon request.
Timeline
Coordinator, Portfolio Transformation Group
Revelstoke Capital Partners
12.2024 - Current
ESG Analyst
Partners Group
03.2021 - 12.2022
Executive Assistant, Private Equity Real Estate
Partners Group
07.2019 - 11.2024
Bachelor of Arts (B.A.) - Business Administration and Management, General
Coe College