Nicholas Ciaccia
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Wealth Operations
Pantheon Ventures
New York
07.2024 - Current
- Directed launch of two feeder funds through intermediary platform, increasing commitments by $100M+ from prior vintage.
- Led fund operations for onboarding, capital activity, transfers, and account maintenance for 100+ direct drawdown investors, ensuring seamless investor experience.
- Coordinated quarterly RFP/DDQ documents and client inquiries with legal, compliance, and product teams, enhancing response accuracy and timeliness.
- Spearheaded new CRM platform onboarding and data migration, improving data accuracy and efficiency.
Advisor Service Associate
CAIS
New York
06.2022 - 01.2024
- Achieved 99% client satisfaction, resolving 2000+ requests related to subscriptions, transfers, capital calls, redemptions and platform operations.
- Managed 200+ investment professional relationships throughout alternative investment trade lifecycle, ensuring seamless communication and service delivery.
- Partnered with Tech and Operations to design and deploy workflow automation for interval funds, enhancing operational efficiency.
- Collaborated on preparing investor materials and regulatory documentation, supporting compliance and communication efforts.
Alternatives Client Service
BlackRock
Princeton
08.2021 - 05.2022
- Delivered 2000+ client/fund documents via portals, ensuring timely, accurate reporting.
- Standardized reporting and documentation processes to enhance internal controls.
- Administered fund operations, including subscription processing and capital activity, to support audits and ensure compliance.
Education
B.S. - Business Marketing & Operations Management
The University of Scranton - Kania School of Management
Scranton, PA05-2020
Skills
- Investor Relations
- Fund Operations & Administration
- Investor Reporting
- Investor Onboarding
- AML/KYC Compliance
- Regulatory Reporting
- Project Management
- Client Data Management
- CRM Platforms Operations
- Microsoft Office (Excel, PowerPoint, Word)
Certification
- FINRA Securities Industry Essentials (SIE)
- Life & Health Insurance (NJ/PA)
- Bloomberg Market Concepts (BMC)
Timeline
Private Wealth Operations
Pantheon Ventures
07.2024 - Current
Advisor Service Associate
CAIS
06.2022 - 01.2024
Alternatives Client Service
BlackRock
08.2021 - 05.2022
B.S. - Business Marketing & Operations Management
The University of Scranton - Kania School of Management