Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Olivia Campbell

Olivia Campbell

Associate, Private Capital Research
Tampa,FL

Summary

om Core Qualifications Strategic Planning Creative Problem Solving Portfolio Management Negotiations Microsoft Programs Web Author Adobe Administrative Suport Family relationships Data Entry Jira Salesforce Relationship Building Independent Work Planning Associate in Private Capital Research with 2 years of experience enhancing data accuracy and transparency in alternative investments. Skilled in strategic planning, relationship building, and utilizing advanced analysis techniques to refine investment data for better decision-making. Demonstrates a strong ability to collaborate with global teams to aggregate essential investment data, significantly enhancing platform value and investor due diligence.

Overview

18
18
years of professional experience

Work History

Associate Private

Chicago, IL
06.2022 - Current
  • Create and maintain relationships with fund managers and institutional investors to aggregate proprietary information on their alternative investments for Preqin subscribers to access on the platform, creating transparency in the alternative investment market
  • Contribute towards the production of bespoke data analysis for Preqin users and the financial press as well as Preqin's reports and publications which are used by investors for due diligence across the alternative investment market
  • Update our fund managers and investor database with detailed company profiles containing key information such as investment preferences and targeted returns by performing quality assurance for existing data and output from offshore teams
  • Managed over 30 client calls per day
  • Conducted regular portfolio reviews with clients, discussing performance updates and adjusting strategies as needed
  • Increased assets under management by consistently identifying new opportunities for portfolio expansion

Referral Counselor

Early Learning Coalition Of Hillsborough County
Tampa, FL
01.2006 - 01.2021
  • Provide child care services for at-risk homeless and domestic violence client's
  • Record contact with clients and case processing to

Google, Equity research
01.2006 - 01.2022
  • Programs
  • Outbound Calls
  • Outreach, Asset Allocation
  • Capital Markets Knowledge
  • Alternative Investments
  • Private Equity Investments
  • Recordkeeping requirements reinforce transparency of the agency and keep a history to assist other caseworkers who are contacted by the client, record and communicate updates with both clients and child care providers
  • Resolve issues and concerns by providing solutions to customers, and collaborate with referral agencies to process referrals
  • Immediately report claims of child abuse and/or neglect to the appropriate leader, communicate with partner agencies of any changes in policies and procedures
  • Follow up with clients and childcare providers regarding child absences
  • Fostered partnerships, enhancing service delivery and community trust
  • Managed over 40 cases and calls per day
  • Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges
  • Contributed to a supportive work environment by sharing knowledge, resources, and new findings within the counseling field.

Customer Relation Specialist

Early Learning Coalition of Hillsborough County
Tampa, FL
03.2019 - 01.2021
  • Enhanced customer relations through responsive service and proactive problem-solving
  • Streamlined administrative processes, boosting efficiency
  • Improved reimbursement distribution system, reducing errors
  • Streamlined customer complaint resolution, enhancing satisfaction
  • Aided team in administrative tasks, ensuring smooth operations
  • Directed 40-person team of customer service personnel while helping front-line team members work effectively with over 80 daily customers
  • Managed department call volume of 150 calls per day and coordinated department schedules to maximize coverage during peak hours.

Education

Bachelor of Arts - Psychology

The University of South Florida
2018-04

Associates of Arts - Humanities

Nassau Community College
2020-12

Skills

  • Customer Support
  • Conflict Resolution Skills
  • Productivity Standards
  • Phone Inquiries
  • Investment Properties
  • Company Research
  • Quantitative and Qualitative Analysis
  • Portfolio Management
  • Equity Research
  • Statistical Data
  • Financial Services
  • Financial Research
  • Microsoft Dynamics
  • Google Docs

Work Preference

Work Type

Full Time

Location Preference

Remote

Important To Me

Work-life balanceCareer advancementHealthcare benefitsPaid sick leave401k matchPaid time offTeam Building / Company RetreatsWork from home optionCompany CulturePersonal development programsFlexible work hours

Timeline

Associate Private

06.2022 - Current

Customer Relation Specialist

Early Learning Coalition of Hillsborough County
03.2019 - 01.2021

Referral Counselor

Early Learning Coalition Of Hillsborough County
01.2006 - 01.2021

Google, Equity research
01.2006 - 01.2022

Bachelor of Arts - Psychology

The University of South Florida

Associates of Arts - Humanities

Nassau Community College

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Olivia CampbellAssociate, Private Capital Research