Project Manager Assistant

** ****** ***** *** ( Blackwood, NJ *****

****************@**.*** ( 917-***-****

QUALIFICATIONS

Motivated professional with nine years of private equity

experience, looking to enhance an organization's knowledgebase and

expertise. Proven leader that works equally as well alone or in a

team setting. Technically proficient in Microsoft Word, Excel,

PowerPoint, as well as Investran. Willing to travel.

EDUCATION

Bachelor of Science Degree in Business Administration (2001)

MONMOUTH UNIVERSITY - West Long Branch, NJ

Concentration: Finance ~ G.P.A. 3.85 ~ Summa Cum Laude

Summer Abroad Program

ISTITUTO VENEZIA - Venice, Italy

Intermediate Italian Courses

PROFESSIONAL EXPERIENCE

JP MORGAN - PRIVATE EQUITY FUND SERVICES (PEFS) - New York, NY

Assistant Vice President, 2008 - 2010

< Supervised performance staff with direct oversight of cash flow book

entries,

reconciliations, IRR calculations, and client reporting.

< Opened Channel Islands, UK office location of PEFS that provided support

to London office, helping enable expansion of European business.

< Hired and trained staff in company software, databases, performance

calculations, reconciliations, and report compositions.

< Worked with compliance department to improve group processes in

preparation for scheduled audit.

< Worked with clients to capture ever-changing needs and reporting

specifications.

< Traveled to client locations to perform in-house training to best utilize

custom reporting system.

Performance Analyst, 2006 - 2008

< Performed all aspects of portfolio administration of U.S & Foreign-based

pension funds and endowments.

< Verified wiring instructions used for all capital call payments.

< Computed IRR calculations for all client funds within their portfolios,

whether quarter to date, year to date, or inception to date.

< Reconciled capital calls, distributions, and quarterly valuation amounts

with accounting group and third party providers.

< Supported sales team by participating in presentations to prospective

clients.

THOMSON FINANCIAL - VENTURE ECONOMICS - New York, NY

Assistant Analytics Manager, 2001 - 2006

< Project Manager for the collection of firm-wide capital calls,

distributions, and quarterly valuations to compute rates of return for

the creation industry-wide benchmarks.

< Performed portfolio analysis on numerous company limited partner clients.

< Wrote three chapters for the Investors Benchmark Report used in yearly

publications.

< Prepared year-end company presentation on the performance of the private

equity industry.

< Mentored and supervised new employees in the use and maintenance of the

company software and database.

HONORS & ACHIEVEMENTS

Beta Gamma Sigma Honor Society

Wall Street Journal Award (2001)

President, Economics & Finance Club

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