I am a results-driven private equity professional with over twelve years of experience in deal sourcing, execution, and portfolio management. My career has been dedicated to identifying undervalued opportunities and driving operational improvements within our investments, while fostering strong partnerships with the operating partners and consultants at State Street Corp who provide specialized expertise in market analysis, due diligence, and value creation. Our investors rely on our disciplined approach to generate superior, risk-adjusted returns.
Regularly updated sheets and macros with new information that would possibly be necessary in the future
• Tracked and conducted research to resolve issues and respond to inquiries for external/internal clients
• Contacted internal departments and maintained accurate records of follow-up actions and client contact
• Reviewed and authenticated daily market activity, as well as doing research for other important inquiries
• Performed duties in Vendor App such as importing, and exporting excel files with current day market prices
• Advised client administrative support in an efficient and well-organized manner to Investment Managers
• Interacted with five clients for time-critical issues, during the pricing window agreed to with client
• Contacted different consumers and vendors with inquiries that needed to be resolved daily.