OBJECTIVE

Experienced and driven senior analyst with 6+ years of experience in the private equity investment space seeking to leverage my analytical and technological expertise to grow as a portfolio investment professional.

PROFESSIONAL EXPERIENCE

Lionpoint Group – New York, NY

Senior Consultant – Alternative Investments - Strategy, Operations and Technology January 2014 - Present

Successfully implemented eFront – FrontInvest – for several large clients in the private equity space: family office (over $1 billion in AUM), asset manager (largest Dutch pension fund) and one of the largest reinsurance companies (over $1 billion AUM in alternatives)

Performed analysis and reconciliation of investment cash flow/valuation data across private equity, real estate, opportunity, infrastructure and hedge funds, along with direct equity and debt investments in order to facilitate the ability to produce accurate portfolio and investment level attribution reports and performance analytics (IRR/MOC)

Analyzed and created various client investment pipeline reports and associated dealflows/due diligence processes along with specific back office, legal and front office approval workflows

Converted and migrated large amounts of historical cash flow, investment attribute, pipeline, FX rate and contact relationship management data to be imported into FrontInvest

Designed system attributes and dashboards across complex multi-currency investments for multiple asset classes for purposes of portfolio/investment level analysis

Diligently gathered and thoroughly tested client requirements across various departments to ensure all requirements have been met by the vendor

Franklin Templeton Real Asset Advisors, New York, NY

Financial/Reporting Analyst – Institutional Global Private Equity Real Estate November 2010 – December 2013

Analyzed and calculated portfolio level performance (Net/Gross IRRs, MOC) and attribution figures for approximately 130 underlying fund investments across multiple currencies – US $4.75 billion in commitments to underlying funds

Validated client portfolio level investment reports across multiple fund of funds and separate accounts against financial statements and calculated attribution/performance figures

Implemented an investment database (eFront - FrontInvest) for all global real estate fund investments to automate the department’s investment/reporting activities

Completed several third-party consultant questionnaires each quarter utilizing fund level accounting, performance and attribution data, along with underlying fund financials/asset management reports

Verified quarterly questionnaires sent out to all GP fund managers to ensure the validity and completeness

Maintained investor and fund legal documents, capital call/distribution notices and underlying fund reports

Socopa Corretora Paulista – Sao Paulo, Brazil (Summer Internship)

Financial Analyst – Research Department July 2010 – October 2010

Sturm, Ruger, and Company, Inc. – Southport, CT (Summer Internship)

Accounting Clerk – Accounts Payable/Receivable Department June 2009 – August 2009

PROFESSIONAL SKILLS:

FrontInvest (eFront) including FrontLoan and FrontAnalytics modules, Microsoft Word, Excel, PowerPoint, Visio and SharePoint

EDUCATION:

Siena College, Loudonville, NY

B.S. in Accounting, May 2010

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