Simultaneously support partner and 3 associates at $5 billion hedge fund
Orchestrate quarterly mailings to 600 investors while monitoring supplies and stationary requirements
Construct, revise and update business and legal documents including investor subscriptions, side letters and compliance agendas
Timely performance of firm wide weekly and monthly tasks including maintaining capital balance and consultant analysis spreadsheets
Create and manage constantly changing detailed domestic and international itineraries for all senior management with special attention to travel and transportation preferences
Update and maintain Fundrunner database including company, investor and contact information
EXECUTIVE ASSISTANT FOR MANAGING PARTNER/ FLOATER
LINDSAY GOLDBERG & BESSEMER
Specialize in identifying managing partners’ priorities
Construct a smooth well functioning calendar from an ever-changing high volume schedule
Intensive meeting scheduling and confirming with strong attention to detail
Initiate independent projects to ensure appropriateness of service plans
EXECUTIVE ASSISTANT TO PRINCIPAL/ OFFICE COORDINATOR
TSG CAPITAL GROUP, LLC
Anticipate, plan and handle domestic travel arrangements
Create 1000 name database outlook contacts
Type all correspondence including working group lists, business term sheets and professional letters
Solution oriented and flexible problem solver
Organize and collate capital call mailings to investors
Collect and analyze research using Bloomberg, Multex and Factiva
Develop, organize and scan detailed files by portfolio and fund
EXECUTIVE ASSISTANT TO MANAGING DIRECTORS, PRINCIPAL, ASSOCIATES
ICV PARTNERS
06.2005 - Current
CONFIDENTIALITY/ RECORD KEEPING -Maintain network library of deal materials and confidential documents
MANAGE AND SUPPORT responsibilities for senior management, principal and 2 associates at $440 million private equity fund
OFFICE RELOCATION
RECRUITING- Hundreds
FREQUENT COVERAGE CHANGES FOR NEW HIRES and turnover of assistants
DISCOVERED AND RESEARCH NEW OFFICE VENDORS AND PROCEDURES
3 Years HOME OFFICE MGMT
DEALSHEET - Prepare, update, organize and circulate firm wide weekly deal meeting package with careful attention to detail and last minute additions
DUE DILIGENCE - Urgent time pressured involvement in due diligence processes
EVENT PLANNING/ MGMT - Accurate and swift management of firm and portfolio company retreats and company presentation travel while monitoring flight upgrades and cost efficiencies
SUPPORT ALL - Prepare Word, Excel and PowerPoint presentations for all senior management
EA to Capital Markets/Global Credit Team (Contract) at Davidson Kempner Capital ManagementEA to Capital Markets/Global Credit Team (Contract) at Davidson Kempner Capital Management