Private Equity Associate Resume Example Company Name

PRIVATE EQUITY ASSOCIATE

Summary

Highly motivated professional with experience in exchange traded securities/private equity operations and financial markets who is able to provide key analytical support to managers and teams. A high performer, demonstrating drive and initiative, with the ability to work well under pressure, consistently delivering timely and accurately.

Skills

Excellent written and oral communication
Proficiency in Microsoft Office
Platforms - OASYS Global, OMGEO CTM, DTC

Programs - Tableau, R, VBA
Training and development
Bilingual - English, Arabic

Experience

Private Equity Associate / Company Name - City, State10/2019 - Current

Coordinate fund launches and oversee US and international investor transactions in private equity vehicles to ensure accurate trade-flow reporting to portfolio managers
Act as liaison between portfolio managers, sales channels, internal groups and assist in oversight of vendor relationships
Aided senior leadership during executive decision-making process, generating daily excel reports to recommend corrective actions to internal controls
Coordinated multiple process enhancement projects and worked with technology to perform testing and execution of new systems for investor transactions and sales. Increased operational efficiency and traceability across various teams
Demonstrated leadership as the first point of contact for critical training and mentorship of new hires

Consultant/Officer / Company Name - City, State08/2016 - 10/2019

Responsible for overseeing processes related to daily trade break resolution for equities, fixed income and derivatives domestically and internationally for prime clients
Monitored trade posting process and settlement by working with brokers to facilitate timely delivery and worked with control teams to ensure accuracy of internal books and records
Planned projects with IT to streamline trade confirmation process, increasing efficiency, lowering operational risk and improving metrics
Trained teammates and established work procedures that support company and departmental standards
Maintained high level of service for client culminating in accelerated promotions to Consultant and Officer

Associate Account Executive / Company Name - City, State05/2015 - 07/2015

Responsible for maintaining existing client accounts and presenting additional aspects of the company's portfolio platform
Consulted customers on best practices to increase value and ROI
Coordinated with technology teams, accounting and other areas of the business to ensure customer satisfaction; provided constructive input to help improve sales strategy from feedback of clients
Beat company record for monthly lead generation; 186% over lead target, 167% over call target

Academic Background

University of Illinois At Chicago - City, State2016Bachelor of Science: Finance

GPA: 3.80/4.00

Magna Cum Laude with College Honors

Member of UIC Management Leadership Association, The National Society of Collegiate Scholars, Golden Key International Honor Society, UIC Phi Kappa Phi Honor Society
Academic Honors: Dean's List (4 semesters)

Activities and Interests

Volunteer at Heartland Alliance FarmWorks Chicago - Eliminating Poverty, Breakthrough Chicago - Homelessness Intervention, Habitat for Humanity Jordan - Home Building, Abu Dhabi Autism Center - Special Needs
Advanced Choir travels to Abu Dhabi, Oman, Jordan, USA

Traveling and learning about different cultures

Resume Overview

School Attended

University of Illinois At Chicago

Job Titles Held:

Private Equity Associate
Consultant/Officer
Associate Account Executive

Degrees

University of Illinois At Chicago - City, State 2016 Bachelor of Science : Finance

Private Equity Associate Resume Example

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