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Customer Service Marketing

Location:
Ridgefield, NJ
Posted:
October 19, 2014

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Resume:

Justin Cho

*** ***** ******, **********, ** ***** ( 734-***-**** (

acgfhd@r.postjobfree.com

experience MANHATTAN ADVISERS LLC, Westport, CT

Manager - Operations and Strategy, August 2012 - Present

. Facilitated with closing deals to assist various fund (HF

and PE) launches and worked closely with senior directors

during various stages of the launch (e.g. reviewing fund

docs, drafting compliance manuals, creating high-level

presentations).

. Led review of third-party service provider options for a

$250mm private equity fund including target identification,

capability evaluation, and final selection.

. Researched potential marketing opportunities by conducting

competitive analysis and evaluated market strategy for the

firm.

. Performed statistical trend and market analysis to determine

optimum pricing, promotion and channel strategy of new

products and partnerships.

. Attended various conferences and networking events to market

firm's services and products.

. Created firm's presentation and one-pager; modeled and

implemented firm's first CRM system.

. Directed initiative to centralize all of the firm's various

administrative functions and tools.

E & E CAPITAL ADVISORS LLC (Ehrenkranz & Ehrenkranz LLP), New

York, NY

Associate - Client Services & Operations, October 2008 - March

2012

. Designed and regulated the fund one-pagers and client

performance reports to provide more detailed analysis on our

funds and our clients' assets; interacted with and provided

client support for prospective and existing clients with

regards to the performance reports, fund liquidity and other

related inquiries at E & E Capital Advisors, a wealth

management firm with over $17 billion assets under

management.

. Acted as lead liaison between the firm and external funds

(HFs and PE funds) with regards to client accounts and fund

statistics.

. Worked with the Chief Information Officer to establish newly

formed Operations Group.

. Customized and integrated Backstop, a CRM application, which

served as the central database system for all functions

within the firm.

. Revamped the firm presentation and updated on ad hoc basis

for current and prospective clients and fund managers.

. Updated statistics and produced reports on Pertrac, an asset

allocation and investment analysis software.

. Collaborated with engineers to develop reconciliation tools

in Excel to detect inaccuracies within performance reports.

. Led initiative to develop monthly flash reports, which

showed the various fund performance figures compared with

market indices, which were sent to current and prospective

clients.

. Spearheaded project to create the first firm due diligence

questionnaire and handled potential clients' RFPs.

D.B. ZWIRN & CO., L.P. / JCK PARTNERS, L.P., New York, NY

Associate - Investor Relations & Marketing / Legal, February

2005 - March 2008

. Prepared reports and spreadsheets reflecting investor

information, upcoming events and meetings, types of

investors, investor trends and distribution of marketing and

legal documents for D.B. Zwirn & Co., a $5.5 billion hedge

fund.

. Worked closely with the managing partner of JCK Partners, a

$450 million hedge fund, to develop their investor relations

department and to raise assets.

. Integrated, transitioned and maintained new investor

database system and RFP writer program; completed due

diligence questionnaires, RFPs and monthly reports for

existing and potential investors and capital introduction

groups and liaise with investors to answer related

questions.

. Communicated on daily basis with existing and potential

investors regarding requests, questions and comments about

investor and fund related topics; distributed and reviewed

subscription documents and other legal and investor

documents while working closely with the compliance, legal

and accounting departments.

. Coordinate and attend meetings with existing and potential

investors.

ORRICK, HERRINGTON & SUTCLIFFE LLP, New York, NY

Legal Assistant - Structured Finance Group, June 2003-November

2004

. Draft, proof, revise and review all closing and post-closing

transactional documentations for collateralized bond, loan,

and debt obligations; mortgage loan, repack, and credit card

receivables; synthetic collateralized debt obligations; and

various derivative instruments and structured financial

products from inception to closing.

. Prepare and maintain corporate warehousing and

organizational files, SEC filings, Annual and Effective Date

opinions, Uniform Commercial Code Financing Statements, DTC

Letter of Representations, ISDA Master Agreements and

various executed legal documents.

education UNIVERSITY OF MICHIGAN, Ann Arbor, MI

College of Literature, Science and the Arts (LSA)

. Bachelor of Arts Degree in Economics with minor

concentration in English, April 2003

. University Honors, Winter 2001

. Financed over 90% of tuition through scholarships, grants,

loans, and work-study

.

additional

. Proficiency with Microsoft Office applications, Adobe

products, Backstop, Pertrac, SMART, RFPWriter, Deltaview and

DocsOpen.

. Pertinent courses taken include intermediate and advanced

microeconomics and macroeconomics, statistics, money and

banking, financial economics, calculus, and advanced

writing.

. Established and currently direct a volunteer homeless

outreach committee in New York City.



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