JENNY MITCHELL
New York
Summary
Motivated professional with a strong work ethic and adaptability. Proven ability to excel in fast-paced environments while mastering new skills quickly. Recognized for high-quality work and efficiency under pressure. Exceptional interpersonal skills enhance team collaboration and client relations.
Overview
9
9
years of professional experience
Work History
Executive Assistant to COO
Fundamental Advisors, LP
New York
01.2020 - Current
- Serve as trusted right hand to the COO, providing high-level administrative and strategic support; also assist the CEO, CFO, CCO, and Senior Managing Director with travel and daily operations
- Prepare, audit, and track monthly expense reports for the COO, CFO, and CCO, ensuring accuracy and compliance with firm policy
- Manage complex, multi-time-zone calendars, scheduling, agenda, and meeting prep across stakeholders and priorities
- Developed and ensure the success of the firm's first charitable contribution and matching program, increasing employee participation to 100% and building strong nonprofit partnerships
- Support fundraising efforts and investor relations through Salesforce: manage investor data, generate detailed reports, and monitor account activity
- Oversee the planning, execution, and budget management of all firm events, including annual investor conferences, offsites, and cultural celebrations
- Elevate firm branding and culture through curated client experiences, wellness programs, branded swag, and employee engagement initiatives
- Lead bi-weekly administrative team meetings to align on firm operations, events, and special projects
Executive Assistant to CFO & GC / Receptionist
Fundamental Advisors, LP
New York
01.2017 - 01.2020
- Provided executive level support to the CFO and GC, while simultaneously managing front desk operations, including greeting visitors, answering phones, coordinating conference room schedules, and directing inquiries
- Assisted with general office maintenance, managing office supply inventory, distributing mail, maintaining vendor relationships
- Implemented logistical and operational adjustments during the pandemic to uphold safety standards and business continuity
Assistant Manager/Rider
Shadow Ridge Farm
Ocala
01.2016 - 01.2017
- Oversaw daily operations for 40+ high-performance sale horses, ensuring quality care and oversight by barn staff
- Organized horse trials and sales totaling $5M+, coordinating logistics and communication with buyers
- Maintained detailed veterinary and travel records for domestic and international equine transport
Education
Bachelor of Arts - Journalism, Public Relations & New Media
Baylor University
Waco, TX01.2016
Skills
- Microsoft Office Suite
- SAP Concur
- Salesforce
- ADP
- Zoom
- Adobe Software
- DocuSign
- Canva
- Preqin
Volunteer Experience
- Coalition For the Homeless
- Pajama Program
- School in The Square
Hobbies and Interests
- Horseback riding
- Travel
- Music
- Hockey
Timeline
Executive Assistant to COO
Fundamental Advisors, LP
01.2020 - Current
Executive Assistant to CFO & GC / Receptionist
Fundamental Advisors, LP
01.2017 - 01.2020
Assistant Manager/Rider
Shadow Ridge Farm
01.2016 - 01.2017
Bachelor of Arts - Journalism, Public Relations & New Media
Baylor University
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