Summary
Overview
Work History
Education
Skills
Timeline
Generic

Melissa Fischer

Chicago,IL

Summary

Goal-oriented Executive professional motivated to provide analytic and organizational support to targeted leadership. Proficient in overseeing a diverse array of tasks, communications, and responsibilities.

Overview

21
21
years of professional experience

Work History

Portfolio Analyst, Private Investment Operations

PPM America, Inc.
12.2023 - Current
  • Hybrid responsibilities in Traditional Private Placements and Bank Loans combining the benefits of both equity and debt financing
  • Produce monthly and quarterly reports for investors reflecting $77billion in AUM
  • Ensure daily Bank Loan settlements are correctly funded
  • Initiate the funding of trades in the private sector, insuring accurate note splits and wire instructions

Hospitality Administration / Central Recruitment

Restoration Hardware
07.2021 - 04.2023
  • Evaluated strengths and weaknesses of candidates through effective screening processes.
  • Operated and maintained applicant tracking and candidate management systems.
  • Run daily and quarterly fiscal reports on inventory, depletions, and price details.
  • Work closely with vendors to ensure proper invoicing and payment.

CDO Portfolio Analyst, Global Corporate Trust

US Bank NA
12.2016 - 03.2021
  • Provided proactive, high quality client service and administration.
  • Reconcile daily cash reports with accounting and client analytics teams providing accurate data for auditors.
  • Prepare monthly reporting documents and ensure data accuracy for a $700MM+ CDO portfolio.
  • Work closely with clients on quarterly Note Valuation Reports and payment date funding.

Human Resources Director

Wagstaff Worldwide
12.2010 - 04.2016
  • Handled on-boarding process for newly hired employees and distributed all paperwork.
  • Coordinated all recruitment and screening procedures for potential candidates.
  • Wrote and administered all new client agreements, as well as creating weekly newsletters for current and prospective clients.
  • Oversaw all monthly expense operations for 25+ employees.


Director

Roaming Admin Executive Assistants
01.2004 - 11.2010
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Coordinated and booked client travel , meetings, and design events.
  • Managed client calendars, and all email correspondence .
  • Closely kept track of all billable hours and client invoicing.

Education

BBA - Management And Labor Relations

Cleveland State University
Cleveland, OH
08.2003

Skills

  • Client Account Management
  • Microsoft Office: Word, Excel, PowerPoint, Outlook
  • Quickbooks, DayForce, ACT!, Foodager, CDO Suite, SEI/SPQR, ClearPar, WSO, Aladdin, JIRA
  • Social Media: Facebook, Instagram, Twitter, LinkedIn
  • iCIMS Applicant Tracking Software

Timeline

Portfolio Analyst, Private Investment Operations

PPM America, Inc.
12.2023 - Current

Hospitality Administration / Central Recruitment

Restoration Hardware
07.2021 - 04.2023

CDO Portfolio Analyst, Global Corporate Trust

US Bank NA
12.2016 - 03.2021

Human Resources Director

Wagstaff Worldwide
12.2010 - 04.2016

Director

Roaming Admin Executive Assistants
01.2004 - 11.2010

BBA - Management And Labor Relations

Cleveland State University
Melissa Fischer