Analyst Data
Resume:
Nicholas R. DeNotto
adjwx2@r.postjobfree.com
Experience
StepStone Group – San Diego, CA
Portfolio Analyst August 2019 – Current
Private Equity
• Record daily cash flow activity and quarterly valuations for hundreds of funds to track investment activity for client reporting
• Support the asset class teams with due diligence as well as quarterly valuations for direct investment deals held by the firm or in the pipeline
• Provide client specific financial analysis with investment data that conforms with GAAP based on asset class and investment type
• Developed a mentorship program to aid interns as well as provide leadership opportunities for analysts that were interested in joining this program
• Work closely with fund accounting to reconcile all discretionary fund data with audit records to maintain accurate fund financial data
StepStone Group – San Diego, CA
Data Operations Analyst April 2018 – August 2019
Private Equity
• Developed departmental infrastructure around receiving and saving all required investor investment documentation
• Saved and created all necessary workflow items when cash flow or valuation reporting documents were received, required for client reporting
• Designed workflow tools using Excel and Power BI to assign out necessary task items to the broader analyst team and ensure timely completion of task items
• Assisted with the development of our in-house reporting platform, allowing our firm to more accurately warehouse investor data
• Leverage Power BI dashboards and other BI tools such as SQL/DAX to create and maintain efficient workflow
Hyperikon, Inc. – San Diego, CA
Logistics/Operations Analyst – Contract May 2017 – April 2018 Distribution/Logistics
• Built analytics system for the Operations department which included creating methods to tracking operations KPIs and utilized dashboards to deliver these KPIs with BI technology i.e.) Power BI
• Tracked and analyzed cost and expenditure of Operations used for historical reference, forecasting and cost analysis in turn, using these values to find cost saving solutions and improve efficiency
• Provided upper management with analysis based on compiled data points of the operation department
• Managed operations and personnel in the warehouse to make sure cost saving procedures and efficiency measures were being adhered to
Education
University of Illinois - Chicago, College of Business Admin. Grad. Date: May 2015 B.S. – Finance and Accounting Minor – Management
Technology
MS Office (Word, Excel, and PowerPoint), Power Pivot/DAX, Power BI, SQL, Financial Modeling, Tableau Course Projects/Accomplishments/Certifications
Management Leadership Association
• Vice President (2013-2015)
Finance and Investment Group
• Treasurer (2012-2015)
Recipient of Chicago Italian American Charitable Organization (C.I.A.C.O) student scholarship
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