associate consultant resume example with 4+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary
Analytical Associate Consultant with 4 years of experience in financial services within the investment industry. Able work directly for an organization or as an external consultant. Exceptional leadership and communication skills.
Skills
Bloomberg
Morning Star Direct
Salesforce
Economics and capital markets
Equity analysis
Mutual funds
Investment consulting
Investment management
Investor relations
Investment Performance Reporting
Venture capital
Portfolio allocation
Experience
04/2019 to Current
Associate ConsultantCello Health Limited – Boston, MA,
Responsible for managing the day to day client relationship for 30 of our 64 clients.
Clients include both institutional and private clients, private foundations, public charities, community foundations, & endowments.
Engage with Lead Consultant on strategic client related items.
Collaborate with analysts on developing client investment strategy.
Assist in the creation and delivery of investment portfolio updates and recommendations.
Attend client meetings, discussing portfolio performance, current capital market outlook and operational goals.
Trade within client accounts to ensure proper allocation between asset classes is maintained.
Construct all client performance reports, complete with benchmark information and performance data.
Attend monthly internal investment committee meetings where economics, capital markets, and fund manager reviews take place.
Complete ad-hoc projects for the benefit of the firm and its clients.
Communicate with third party vendors, fund managers, auditors, and custodians on a daily basis.
Documented research findings and prepared polished reports highlighting results and potential improvement strategies.
Worked with chief consultant to organize and lead various projects.
Identified operational and performance issues and worked with managers to resolve concerns.
Served as liaison between certain departments to implement new improvement plans and changes.
Analyzed operational performance to identify pain points and provided actionable solutions to management.
Supported asset transfers, lender and equity requests, and audit inquiries.
02/2018 to 02/2019
Investor Relations Associate500 Global – Boston, MA,
MG Stover is a fund administrator providing accounting and investor relations services to funds across the alternative investment space.
Primary point of contact for clients in the alternative investment space.
Clients include private equity, hedge, and venture capital fund managers and limited partners.
Frequent communication via phone and email.
Handled all aspects of capital calls, including cash flow analysis, release of distributions, and payment tracking.
Responsible for managing the treasury process for clients, placing redemptions, and ensuring all investors are either accredited or qualified.
Calculate and report investor fees, including management fees, hurdles, waterfalls and claw backs.
Monitored and ensured overall client satisfaction and developed strong relationships with client contacts.
Review investor subscription paperwork and ensure it conforms to all KYC and AML standards.
Ensured our clients and their investors receive accurate reporting and all questions are responded to within 24 hours.
Accurately book investor activity into CRM database and ensure compliance with client's formation documents.
Managed the due diligence process for all incoming investors, for both hedge fund and private equity clients.
Gained in depth knowledge of the entire alternative investment industry for venture capital, crypto currency, hedge funds, and private equity.
Direct experience with the entire fund management process for crypto currency funds, private equity, and hedge funds.
Part of the college recruitment team - interviewing and prospecting potential new hires at local campuses.
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