Jenna Madden
ICapital Network
New York,NY
8
years of professional experience
Results-driven Alternatives Investments and Client Services Professional with over 8 years of experience enhancing productivity, efficiency, and service quality across diverse environments. Recognized for a strong commitment to ethical practices and reliability, combining advanced organizational skills with technical expertise and business acumen. Proven ability to lead teams and support clients effectively, ensuring optimal outcomes and satisfaction. Dedicated to fostering collaborative relationships that drive success and innovation in every project.
Work History
Fund Origination AVP
1 Year 2 Months- Lead and own approximately half of non-distributed direct fund launches onto iCapital US Marketplace. Manage
full launch lifecycle pipeline of 30+ fund launches per quarter. - Own high-touch fund origination relationship with $350 billion AUM wealth manager; responsible for launching
all funds on their white label with high level of customizations. - Direct clients through the fund launch process, including gathering necessary materials, explaining any
functionality options available to them, personalized guidance and recommendations based on comparable funds,
and communicating launch status. - Led cross-functional support for private markets workflows, aligning operations with client and advisor requirements.
- Managed investor onboarding processes, ensuring accurate documentation and timely account setup.
- Reviewed alternative investment materials for completeness, consistency, and regulatory compliance.
Investor Relations Senior Associate
1 Year 11 Months- Cultivated relationships with institutional investors, analysts, and key stakeholders to enhance investor engagement and support capital market activities.
- Streamlined internal communication among finance, legal, and executive teams to align key messages and strategic objectives.
- Led process improvements to streamline operational workflows and strengthen accuracy across daily deliverables.
- Monitored control procedures to identify risks, reinforce compliance, and reduce processing errors.
Investor Services Associate
1 Year 6 Months- Processed investor transactions according to fund documentation, anti-money laundering requirements, statutory regulations, and company policies
- Served as primary contact for Fund Manager regarding investor information
- Managed queries from investors and fund managers professionally and promptly, escalating issues as necessary
Investment Analyst
- Produced client meeting materials and presentations on economy, investment portfolio performance, and individual investment manager performance to enhance client understanding and engagement.
- Analyzed complex financial information and reports to deliver accurate, timely financial recommendations for informed management decision-making.
- Conducted market research to identify emerging trends, industry developments, and competitive dynamics, delivering actionable insights for strategic investment decisions.
Accounting Associate
2 Years 1 Month- Strengthened financial management, reducing reporting, payroll administration, and bookkeeping errors to near-zero
- Meet with high-net-worth clients to provide service in budgeting and day-to-day money management
- Met with high-net-worth clients to deliver budgeting guidance and support for daily money management
Education
Masters of Business Administration - Financial Management
Bachelors of Science - Finance
Skills
General: Client service
management
quick learner
strong work ethic
works well under pressure
teamwork
public speaking
Technical: SQL
Netx360
Envestnet
Salesforce
Bloomberg certified
advanced in Excel
DataFaction proficient
CCH IntelliConnect
BNA Income Tax Planner
Mantra
Timeline
Fund Origination AVP
ICapital Network
08.2025 - CurrentRead More
Investor Relations Senior Associate
JPMorgan Chase & Co.
09.2023 - 08.2025Read More
Investment Analyst
MAI Capital Management
12.2022 - 12.2022Read More
Investor Services Associate
Morgan Stanley Fund Services
03.2022 - 09.2023Read More
Accounting Associate
MAI Capital Management
01.2019 - 02.2021Read More
Iona College
Bachelors of Science from Finance
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Iona College
Masters of Business Administration from Financial Management
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