private equity portfolio advisor resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Accomplished PE manager with 11-year history of success in both private equity and private single family wealth management and office planning. Leveraging analytical and communication skills and industry knowledge that helped each employers obtain financial goals and planned for future investment needs. Navigated multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

  • Achieved 30% ROC by completing functional portfolio analysis and due diligence with accuracy and efficiency.
  • Achieved 14% reduction in expenses by introducing comprehensive MS suite of technologies from Office and MS PowerBI for perfunctory tasks.
  • Collaborated with team of 20 stakeholders in the development of various multi-family and commercial developments within the Texas, Kansas, Oklahoma, Arizona, Colorado and Missouri.
  • Maintained and wrote confidential financial reports to distribute at monthly stakeholder and partner meetings at each firm.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Capitalization Consulting
  • Impact Assessment
  • Securities Comparisons
  • Complex Due Diligence
  • Portfolio diversification by geography, property/sector type, and investment style
  • Price Structuring
  • Real Estate Analysis
  • Statistical Analysis
  • Due Diligence
  • Portfolio Management
  • Planning
  • Monitoring
  • Investment Assessment
  • Financial Modeling
  • Real Estate Investment Planning
  • Microsoft Office
  • Investment Opportunity Identification
  • Private Equity
  • Research And Analysis
  • Co-Investments
  • Portfolio Diversification
Work History
Private Equity Portfolio Advisor, 02/2019 - Current
Manulife Chicago, IL,
  • Helped 45 individuals and families build and execute complex wealth management strategies based on unique goals and objectives, including those already general partners in firm.
  • Recruited, trained and mentored 15 junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Customized multiple beta overlay services – team has extensive experience in implementing derivative based strategies for currency hedging, liability-matching and duration targeting, cash management, and index equity exposure management for institutional investors
  • Established hedge at portfolio level – division has done extensive research and implementation of portfolio hedging solutions using equity, commodity, currency and credit based hedges
  • Increased added asset management structures – was instrumental part of value added asset management structure supporting some of top performing assets in US and elsewhere.
  • Assisted with implementation of flexible capital solutions reducing cost by 15%
  • Introduced novel stressed, complex and misunderstood middle market and lower middle market company lending platform in form of debt or structured equity
  • Intergraded lending against or creating platforms around future cash flow streams backed by assets, resulting in 20% return over last 3 years
  • Established special situations division-responsible for lending against or purchasing of assets at discount to intrinsic value, which has seen 44% ROC since its inception in 2020
Family Office Real Estate Investment Advisor, 12/2015 - 01/2019
VM Investments LLC City, STATE,
  • Maintained detailed property lists in multiple CRM and RPM programs to accurately promote properties and meet client needs.
  • Identified value-added solutions to complex problems and leveraged trends in families real estate portfolio to increase revenues and cash flow.
  • Managed sub portfolio on behalf of family that included 100 rental properties and over five thousand tenants, and saw acquisition to re-development and assisting office with structured vehicles and partnerships with other single family offices.
  • Analyzed information to determine viability and rebalance portfolio.
  • Provided each family investor with detailed ratings based on overall earnings performance.
  • Spearheaded comprehensive presentations for management and families deep and intergraded inter board of 20 individuals.
  • Created 35 financial models annually for buy and sell recommendations within families real estate holdings and development industry.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to families CIO
  • Monitored fund and equity investments.
Real Estate Investment Analyst, 01/2010 - 11/2015
  • Conducted detailed investment analysis, calculations and reports.
  • Organized financing for each deal by sourcing funds from private and public groups.
  • Assisted in 30 structured GP, LP, and LLP in complex transactional situations, inbetween family owned synergies.
  • Orchestrated client-centered financial packages factoring in current market trends.
  • Educated client on factors affecting successful capitalization such as investment levels, funding sources and strategic timing, which saw year over year net positive return of 22%
  • Reviewed and analyzed project spending throughout project life cycle.
  • Assessed and interpreted complex financial data to understand investments and recommend optimal courses of action.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to Mr. Sullivan chairman of board.
  • Monitored fund and equity investments, and reported directly to board on its growth.
  • Presented results of financial analyses to clients verbally and in written form.
  • Developed spreadsheet models for diverse projects and analysis.
  • Improved emergency resolution processes to save time.
  • Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Administered accounts payable, conducted general ledger and bank reconciliations and prepared monthly sales and used tax returns.
  • Collaborated on projects with other professionals such as JMAs lawyers, accountants and public relations experts.
  • Identified risks associated with projects, contract approvals and other client accounting issues.
Bachelor of Arts: Econometrics And Quantitative Economics, Expected in 05/2009
Union College - Schenectady, NY,
Status -
English :
Native or Bilingual:
Negotiated :
Spanish :
Negotiated :
Russian :
Limited Working:
Negotiated :

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Resume Overview

School Attended

  • Union College

Job Titles Held:

  • Private Equity Portfolio Advisor
  • Family Office Real Estate Investment Advisor
  • Real Estate Investment Analyst


  • Bachelor of Arts

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