Summary
Overview
Work History
Education
Skills
Timeline
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Elizabeth Trye

New York

Summary

Analytical Investment Associate recognized for high productivity and efficient task completion,financial analysis, and client specialized skills in Excel in critical thinking, problem-solving, and effective communication, enabling successful navigation of complex investment landscapes and fostering strong client relationships.

Overview

4
4
years of professional experience

Work History

Alternative Investment Associate

Morgan Stanley
NY
09.2022 - Current
  • Review and monitor investor requests while also determining eligibility to participate in Illiquid Alternative Investment Offerings which include but are not limited to private equity, private credit, hedge funds private market, fund of funds, reit funds and premier funds
  • Regularly assist over 200+ investors /Financial advisors monthly with scrupulous client onboarding processes to ensure subscriptions are ticketed and approved by Funds
  • Track and answer queries regarding Close dates, minimum investments, general subscription questions, etc.)
  • Regularly assist investors with proper tax form completions based on account type in order for investment to be approved by Fund
  • Establish strong working relationships with Fund Managers and Fund Administrators to ensure a smooth and efficient client experience, maximizing the capabilities of the Morgan Stanley platforms
  • Create detailed reports summarizing key performance indicators including total revenue of upwards of 25 million dollars generated by each product and service line using VBA and various Excel functionalities
  • Maintain accurate records of all sales activities including customer contact information, product details, and pricing agreements
  • Send wires to funds along with detailed reports of investments upwards of 50 million totaled per funds closing
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Ad hoc research projects include creating tracking and presenting weekly sales reports detailing month's end investments along with summed up portfolio analytics per individual fund to senior level management
  • Help produce/conduct due diligence checks for investors and send AML letters to the funds on behalf of investors

Project Management Intern

Paramount Pictures
NY
06.2022 - 09.2022
  • Developed and implemented project plans and to ensure successful execution of shows
  • Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts
  • Tracked project performance to analyze successful completion of short- and long-term goals
  • Verified quality of deliverables and conformance to specifications before submitting content ideas

Transformation Intern

RBC Capital Markets
NY
07.2021 - 09.2021
  • Optimized and managed research and development spending through collaboration with key business leaders
  • Analyzed and researched reporting issues to improve accounting
  • Analyze business to project future revenues and expenses or to provide advice
  • Used Data Visualization which include but are not limited to Excel, Google Sheets, SQL, Tableau
  • Developed business, financial and analytical skills in a fast-paced work environment
  • Took meeting notes and compiled paperwork to support the department

Education

Bachelor of Science -

New York University
05-2022

Skills

  • Investor relations
  • Financial analysis
  • Data visualization
  • Client onboarding
  • Regulatory compliance
  • Performance reporting
  • Expertise in Excel
  • Due diligence
  • VBA programming
  • Workflow Analysis
  • Large dataset manipulation
  • Statistic analysis expertise
  • Compliance analysis
  • SQL and databases

Timeline

Alternative Investment Associate

Morgan Stanley
09.2022 - Current

Project Management Intern

Paramount Pictures
06.2022 - 09.2022

Transformation Intern

RBC Capital Markets
07.2021 - 09.2021

Bachelor of Science -

New York University

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Elizabeth Trye