Melissa Clawson
Alexandria,VA
Summary
A MBA graduate who has 3 years’ experience working for a high-level executive team and 2 years in Investor Relations. My current position has given me a foundation in financial problem solving, project management skills, and investor relationships. Looking to enhance my complex thinking and industry knowledge.
Overview
4
4
years of professional experience
Work History
Investor Relations Associate
Bonaventure
11.2021 - Current
- Created and implemented CRM platform and investor portal
- Onboarded over 300 investors and helped to close 17 UPREIT transactions
- Assisted in creating the PPM, subscription documents, and strategy decks for our privately traded REIT
- Worked with FP&A to create a monthly tear sheet, quarterly, and annual report
- Set up processes with our Transfer Agent and work with them daily to ensure accurate account and distribution information
- Built a strong, personal relationship with over 300 investors, creating financial peace of mind and continued support through fund's life
- Completed AIMA DDQ and due diligence to have our fund represented on multiple financial platforms
- Hosted 2 Investor Days, bringing in over $10M in new investments
- Worked with Capital Markets sales team to ensure they have up to date portfolio and market data for presentations and conferences
- Implemented checks and processes to ensure our team is adhering to the REIT tests and FINRA regulations
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes
Investor Relations Specialist
Rocket Companies
12.2020 - 11.2021
- Supporting the IR team in developing and executing IR strategy, operating plans, budgeting, and global IR program
- Prepped leadership with important talking points for 4 earnings calls and national conferences
- Helped manage and improve the efficiency and accuracy of Earnings Release process
- Coordinated logistics of conference participation
- Communication and relationship building with investors on a quarterly basis
- Monitored and analyzed financial, statistical and operational data trends.
Finance Associate
Rock Ventures LLC
09.2019 - 12.2020
- Assisting the CFO in compiling investment portfolio to Chairman
- Uploading benchmarks, analyzing data to correct errors, presentation of results
- Assisted with onboarding a new startup software system to track portfolio
- Delegating funding for both Venture Capital Funds and Direct investments within our family of companies
- Worked on an internal accounting project to help a company clean up their financials and account payables.
Executive Assistant
Quicken Loans
03.2019 - 09.2019
- Works closely with the Chairman to help prep for meetings with internal and external guest, coordinate travel agenda and logistics, and providing important, strategic administrative support on several projects for various departments
- Implemented new filing systems and organizational techniques to keep confidential information stored at easy access for the Chairman and team
- Provided competitive analysis using SWOT analysis to determine potential competition and ways the company can improve
- Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping
Education
Master of Business Administration - MBA - Business Administration
Madonna University
2020
Bachelor of Science - Allied Health Science
Grand Valley State University
2018
Skills
- MS Office Suite
- Salesforce
- API
- Mission Control
- Juniper Square (CRM)
- BD Corporate (CRM)
- Client relationship building
- Problem Solving
- Project Management
Additional Information
- Honors & Awards , American Businesswomen's Association Scholarship - Madonna University Mar 2020
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Opportunities Don't happen.You create them.
Chris Grosser
Timeline
Investor Relations Associate
Bonaventure
11.2021 - Current
Investor Relations Specialist
Rocket Companies
12.2020 - 11.2021
Finance Associate
Rock Ventures LLC
09.2019 - 12.2020
Executive Assistant
Quicken Loans
03.2019 - 09.2019
Master of Business Administration - MBA - Business Administration
Madonna University
Bachelor of Science - Allied Health Science
Grand Valley State University