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Client Service Professional

Location:
United States
Posted:
September 12, 2012

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Resume:

Jennifer L. TeCarr

***** ***** **** **.

Raleigh, NC 27614

Phone #: 919-***-****

Email Address: *******@*****.***

EDUCATION Iona College, Westchester, NY May 2001

BA, Communications/Broadcasting, Minor- Sociology

GPA 3.60 Major: 4.00

HONORS Academic Dean’s List, All-Academic Team, Recipient of Academic and Athletic Scholarship

EXPERIENCE Wexford Capital LLC, Greenwich, CT November 2005-August 2008

Investor Relations / Marketing

Manage internal and external communications for five hedge funds and series of private equity funds with over $6 billion in assets under management

Maintain database on an on-going basis including changing sales force information, account information or investor name

Create marketing materials for hedge funds, including fund fact sheets, pitchbook presentations, private placement memorandum and company website performance updates

Develop and maintain intranet site; manage product-related content on external internet site

Responsible for preparation and distribution of monthly investor statements, asset allocation and profit attribution charts for 5 hedge funds.

Prepare and distribute capital call letters, distribution letters and quarterly investor statements for 11 private equity funds.

Assist with the implementation and maintenance of new investor database.

Produce internal investor reports.

Prepare and distribute K-1’s to investors.

Respond to daily investor queries.

Work closely with finance and accounting teams on both recurring and ad-hoc projects.

GlobeOp Financial Services LLC, New York, NY June 2002-November 2005

Associate Manager-Client Services Dept.

Managed the day-to-day and annual investor relations functions of a $90 billion-dollar administrator of globally oriented domestic and offshore hedge funds, fund of funds and other pooled investment vehicles.

Managed a team of investor relationship specialists in their day–to-day support of approximately 30 Hedge Funds, fund of funds and other pooled investment vehicles.

Responsible for 10 Hedge Funds and Managed Accounts including conducting their month-ends and closings and monitoring their daily activities to ensure compliance with the Fund’s corporate documents.

Worked closely with hedge fund investment managers to coordinate monthly closings of all new and subsequent investments and redemptions as well as conducting “KYC” (due diligence) and “AML” review of all subscriptions and redemptions into and out of the Funds.

Conducted client due diligence and AML reviews to ensure good standing with various regulatory agencies.

Assisted in the implementation and daily use of a new share registry system for the company while leading the conversion of all clients and ensuring the precise reconciliation between the new system reports and investor files.

Analyze various accounting reports and P&Ls enabling the month-end NAV statement production process.

Reviewed and prepared client Corporate Documents for distribution to Fund investors.

Responsible for developing and implementing a cross functional team to add efficiency and productivity among operations, accounting and compliance departments.

Responsible for the training and instruction of all new hires.

Warner Bros. Television Casting, New York, NY Spring 2001

Intern

Managed the day-to-day work of three executives of the casting department and ensured that they met their time and production targets.

Plan, schedule and administer office operations, overseeing data entry, telephone support, and mail distribution, scheduling, filing and reporting.

SKILLS Proficient in Microsoft Outlook, MS Office, Word, Excel, Access, PowerPoint, efax, RingCentral, Quickbooks, NTAS and The NextRound.

ACTIVITIES Iona College Women’s Soccer Team 1997 –2001

Iona College Broadcasting Club



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