Melissa Deleon
Fairfax,VA
Summary
Investor relations and fund operations professional with five years of experience in private equity. Expertise in managing investor relationships, coordinating events, and executing financial strategies. Proven track record of managing complex workflows and investor-facing platforms, with a high level of precision and attention to detail. Self-motivated and collaborative professional dedicated to applying sound judgment across functional areas to support long-term investment goals.
Overview
5
5
years of professional experience
Work History
Fund Administration Associate
Forum Partners
Vienna, VA
07.2024 - 11.2025
- Onboarded Monday.com to streamline the organization of internal projects and initiatives.
- Assisted in preparing reports and presentations for investor meetings.
- Oversaw preparation of offering documents and marketing materials for four global retail offerings.
- Engaged with transfer agent to facilitate onboarding of new investors and enhance experience across investor lifecycle.
- Implemented file organization and formatting best practices to increase team efficiency.
- Executed and directed three due diligence events for current offerings.
Investor Relations Associate
Bonaventure
Alexandria, VA
11.2021 - 06.2024
- Managed investor-facing platforms and document repositories, ensuring high information quality, and an optimal investor experience.
- Acted as primary contact for over 300 investors, addressing routine operational inquiries and reporting questions
- Facilitated the development of offering documents and marketing collateral.
- Coordinated investor and private fund onboarding, resolving inconsistencies by partnering with internal teams and external service providers.
- Executed numerous due diligence requests to ensure fund representation across various financial platforms.
- Established checks and processes to ensure adherence to ERISA and FINRA regulations
Investor Relations Specialist
Rocket Companies
Detroit, MI
08.2020 - 11.2021
- Assisted IR team in formulating and implementing IR strategy, operational plans, budgeting, and global IR program.
- Enhanced management and effectiveness of Earnings Release process, boosting both efficiency and accuracy
- Managed logistics for seamless conference participation
- Connect and maintain relationships with institutional investors on a quarterly schedule.
- Supervised and evaluated financial, statistical, and operational data trends.
Education
MBA -
Madonna University
Livonia, Michigan01.2020
Bachelor of Science -
Grand Valley State University
Allendale, MI01.2018
Skills
- Microsoft Office Suite
- Financial management
- Investor relations
- Event coordination
- Project oversight
- Fund administration
- Document organization
- Operational efficiency
Timeline
Fund Administration Associate
Forum Partners
07.2024 - 11.2025
Investor Relations Associate
Bonaventure
11.2021 - 06.2024
Investor Relations Specialist
Rocket Companies
08.2020 - 11.2021
MBA -
Madonna University
Bachelor of Science -
Grand Valley State University