Michael Kalan

*** * **** **, *** *E

New York, NY 10017

Phone: 516-***-**** / Fax: 646-***-****

ja3t9w@r.postjobfree.com

Experience:

HSBC Alternative Fund Services, Investor Services Specialist, New York, New York October 2009-August 2010

• Ensure accurate processing and reporting of investor related transactions for clients, including but not limited to, subscriptions, redemptions, transfers, switches, sidepocket, and equalization transactions

• Liaise with investors and fund managers to monitor monthly trades and process them as efficiently as possible

• Responsibilities include trade document review, anti-money laundering checks, follow up on missing documentation, cash movement and cash reconciliation

• Investigate and resolve fund manager, investor, and internal queries efficiently and on a timely basis

• Review the share register database to ensure that all activity is completed on an accurate and timely basis and that all outstanding items are reconciled and communicated to the fund manager

• Reconcile investor record keeping system with the applicable portfolio valuations, financial statements, and maintain underlying accounting records for assigned funds

• Ensure that confirmations, statements, and other communications are distributed to investors and fund managers according to prescribed timetables

• Assist external auditors to guarantee the audit function is executed in a timely and accurate manner

• Support new business goals by maintaining and developing long-term relationships with clients

• Maintain compliance with new regulatory developments on a multi-jurisdictional and global markets basis

GlobeOp Financial Services, Investor Relations Associate, New York, New York May 2008-October 2009

• Responsible for the review of governing hedge fund documents and their application to relevant transactions

• Processing and reporting of investor trades including subscriptions, redemptions, transfers and switches as well as the associated money movement

• Communicate with internal groups such as accounting, operations, legal and account control with respect to trade processing

• Review the share register database to ensure that all activity is completed on an accurate and timely basis and that all outstanding items are reconciled

• Coordinate with the share registry group to build share registries, client fund parameters and proper statement production

• Respond to investor and audit related inquiries, manage domestic and international client relationships and interact with hedge fund principles and their investors

• Perform Anti-Money Laundering checks pursuant to U.S. and Cayman regulation

• Provide periodic reports and feedback to senior management on a multitude of investor service topics, client issues and department initiatives

• Assist outside auditors in their completion of client fund audits

• Work with hedge fund principles to ensure that all restructuring work due to liquidity constraints is completed in a timely and accurate matter

Guaranteed Home Mortgage, Senior Mortgage Specialist, Farmingdale, New York December 2007-May 2008

• Responsible for the analysis of three bureau credit reports and borrower documentation to determine loan pricing and features best suited to the needs of the client

• Prepared Good Faith Estimates, Uniform Residential Lending Applications, and Truth-in-Lending documents for borrower and compliance review

• Managed the compilation of loan packages for processing and underwriting

• Assisted in the on-the-job training and development of three Junior Mortgage Specialists

• Authored PowerPoint presentations to provide new recruits with a basic understanding of the recent changes to the industry landscape

Education:

• Touro Law Center

o Juris Doctor, Expected May 2013

o GPA 3.26/4.0

• University at Buffalo, The State University of New York

o Bachelor of Science in Business Administration, December 2007

Computer Skills:

Proficient in: Microsoft Office, Excel, Access, Word, PowerPoint, Outlook, Lotus Notes, Koger NTAS, Advent Partner as well as internal trade management and reconciliation systems