- One of only 3 Investor Relations team members for firm with $4.5B of AUM. Responsible for managing investor pipeline
- Conceptualized and managed bridge analysis report to effectively represent the Fund's pipeline of prospective
- Acted as the primary liaison for investor inquiries, collaborating with internal teams to efficiently fulfill the DDQs
- RFIs, commentary, reporting, and notices requests
- Conducted in-depth analysis of existing and prospective investors for senior management regarding engagement and investment performance to increase engagement and build relationships
- Handled and continuously updated a robust CRM system and database of over 10,000 investor relationships
- Utilized a range of industry reports, publications, and databases to compile comprehensive alternative investment
W
Washington Capital
Debt Investment Analyst
San Francisco, CA, US
March 2020 - September 2022
B
Baseball Jobs Overseas
Player Coach and Consultant
AU
September 2016 - March 2020
Skills
Languages
EnglishGerman
Skills
Accounts PayableAdaptabilityAnalytical ThinkingBaseballCommunication SkillsCommunity ManagementConstructionContract ManagementCultural ActivitiesCustomer Communications ManagementCustomer Relationship ManagementDatabasesDue DiligenceEconomyFinancial ModelingHard Work and DedicationInvestment PerformanceKnowledge of LeasingsKnowledge of StatisticsLeadershipLoansManagement of Investor RelationsMarketingMarket ResearchMentoringMicrosoft OfficeMoney InvestmentsNetworking SkillsPortfolio ManagementPublishing SkillsReal EstateRetail CommerceSalesforce.ComSite InspectionSoccerTeam Working