OSCAR SALAZAR

New York, NY • 908-***-**** • ad2jca@r.postjobfree.com • linkedin.com/in/oscarsalazar

EXPERIENCE

RGP (RESOURCES GLOBAL PROFESSIONALS) - Consultant - New York, NY 12/2022 – 09/2023 Recruited to lead Investor Reporting, Compliance, and Financial services for the consulting firm serving Fortune 100 companies

(NASDAQ:RGP); embedded into Blackstone and Millennium Management on client engagements. Client: MILLENNIUM MANAGEMENT (03/2023-06/2023)

Acted as a seasoned consultant during the maternity leave of a Senior Finance Associate

• Oversaw 6 funds totaling $70B AUM, conducting meticulous reconciliation and preparation of balance sheets, income statements, and cash flow statements, reporting to the Head of Finance and Accounting.

• Ensured 100% accuracy of general ledger, enabling informed decision-making for the Board of Directors, Head of Finance, and Head of FP&A; delivered risk management, regulatory compliance, and optimization of fund performance.

• Reviewed and approved an average of 100 Investor reports monthly, partnering directly with the Fund Administrator

(SS&C) to safeguard against inaccuracies and bolster investor confidence.

• Produced monthly NAV and ROR calculations for all funds to deliver investment evaluations and performance analyses; assessed P&L and improved transparent analyses to optimize profitability across investor classes.

• Generated weekly fund performance estimates; monitored capital schedules with ~$.5B in activity, ensuring allocations to meet financial objectives; optimized liquidity, bank account management, payments, redemptions, and management fees. Client: THE BLACKSTONE GROUP (12/2022-02/2023)

Served as a temporary consultant to the finance reporting team during increased workload and staff turnover, facilitating the transition until a permanent replacement was selected

• Developed Investor reporting in partnership with global institutional investors and Portfolio Managers across ADIA, Harvard Endowment, JPMorgan Chase, UBS, and Charles Schwab, among others; generated regular IR cadence and custom ad hoc reports for clients, custodians, and third parties on demand.

• Built a model for the capital structure of a new $33 million fund (BREP X), reviewed new investor subscription documents, and assisted with RFP execution, ensuring stringent compliance with regulatory guidelines.

• Calculated monthly AUM for Blackstone’s 9 BREP real estate funds valued at half a trillion, $500B; analyzed financials and capital activity reconciled investment transactions.

• Identified KYC and AML concerns, fostering stakeholder trust and confidence while integrating institutional investors. KRUSEN CAPITAL MANAGEMENT - Investor Relations & Operations Consultant - Remote 04/2022 - 03/2023 Hired by CEO, Charles Krusen, to be IR and finance operations expert for SEC-registered advisor on LionHedge Platform, a single and multi manager hedge fund and private equity platform; acted as adjunct chief of staff to CEO, building custom comms, talking points, and investor decks.

● Given oversight of 174 Investor accounts, responsible for all Investor Relations, leading communications for the fund of funds platform, financial management, and advisory business.

● Managed monthly average of $1 million in capital activity for fund of funds; oversaw investment inflows and outflows, optimized cash management strategies, and ensured efficient capital deployment to maximize investor returns

● Strengthened relationships with underlying fund stakeholders with $70B AUM at DE Shaw, Citadel, Millennium Management, Verition, Brevan Howard, and King Street; drove portfolio management outcomes, solidified client trust, and fostered long-term partnerships.

● Executed strategic trades to rebalance a $450M portfolio quarterly, optimizing platform liquidity and maintaining target series composition with a variance of less than 1%, meeting long-term investment objectives.

● Leveraged Salesforce to build a new IR strategy and manage account tracking and communications; streamlined client onboarding, critical data, investment preferences, and transaction history.

● Led RFPs and subscription execution, investor requests, capital calls, and limited partnership agreements; completed complex documentation, then facilitated investor onboarding processes; managed investor billing and fund reporting cadence.

● Optimized the process of NAV calculation through P&L analysis and assessing capital allocation, achieving a 20% reduction in turnaround time through streamlining workflows and implementing automation.

● Spearheaded collaboration with auditor (KPMG), providing investor data for audits and overseeing the preparation and distribution of K 1 statements to investors, and ensuring 100% compliance with AML and KYC. CLIPPINGER INVESTMENT PROPERTIES – Analyst - Remote 04/2021 - 03/2022 Recruited by President Bob Clippinger as an intern and then promoted to a full-time analyst role. Reported to President and CFO at Clippinger Investments; responsible for investment analysis and financial modeling for a real estate investment firm specializing in commercial and multifamily properties.

● Prepared investor reports on cash distribution and asset performance on a portfolio valued at $800M; delivered financial insights, performance, and investment updates to stakeholders.

● Devised Excel financial models, including waterfall structures, to underwrite more than $400M in commercial real estate deals, facilitating accurate financial projections and enabling effective risk management strategies.

● Executed a $20M multifamily acquisition, leading due diligence and financial analysis to assess investment viability and mitigate risks; successfully closed the deal.

● Led $23M property management for California Highway Patrol tenant; oversaw contract negotiations and construction; facilitated cross-functional external work streams with lender, tenant, and construction; directed budget tracking and project timelines.

● Developed decks and formal presentations for $20M+ commercial real estate investments; communicated key investment strategies, market analysis, and financial projections for stakeholders and clients. EUROMONEY PLC (now Delinian) - Investor Relations Associate - New York, NY 02/2013 - 09/2020 Initially hired as Credit Controller and promoted within 10 months to Investor Relations Associate at the global technology and media corporation; tasked with transforming relationships with investors; reported to the Managing Director.

• Partnered with CFO to build crucial company updates, financial performance, and month-end reports and worked cross functionally with Marketing, Sales, Business Development, and Production to build investor programming and content.

• Delivered strategy to elevate the organization’s reputation through high-touch client-facing content and engagement.

• Designed insightful content, utilizing a highly tailored understanding of client investments and portfolios (ranging from $1B to $50B AUM) to advance existing relationships and build new relationships.

• Produced 12 large-scale event experiences/year to drive investor engagement model with topics of interest, including real estate, distressed credit, private equity, and alternative investments.

• Leveraged Salesforce to effectively manage communication cadence with investors, resulting in improved relationship management, identification of opportunities, and cross-selling and upselling potential. EDUCATION

MBA - PACE UNIVERSITY, LUBIN SCHOOL OF BUSINESS - New York, NY 06/2021 B.A. FINANCE & INVESTMENTS - BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS - New York, NY 12/2013 TECHNOLOGY & LANGUAGES

Fluent Spanish, Microsoft (including Advanced Excel), Google, Bloomberg Terminal, Tableau, Salesforce, Dynamo.

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