Early Stage Tech Investing

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IPR

TMT

Tech and Media M&A

Investments:Under the supervision of the Chief Investment Officer:Develop documentation regarding processes and tasks involved in the management and reporting of the fund’s investmentsAsset class data gathering and research supportAssist with regular as well as ad hoc reporting needsUnder the supervision of the Controller: Consolidate General Ledger data & financial statement reporting of debt and equity securitiesWork on reconciliationsPerform ad hoc accounting/analytical projects as neededProvide feedback to streamline Accounting and Finance tasksSpecial Projects:Under the supervision of the Treasurer:Assist with operational efficiency efforts to eliminate redundant or manually intensive processes from workflowDocument policies, procedures and/or workflows to assist in onboarding of new staff

Created and ran reports that helped drive decisions on projects across the entire portfolio of the Investments & Group Functions divisions. Ensured that the resource management process accurately reflected how projects were staffed, and when new initiatives can begin. Helped the PMO develop presentations for senior Global Solutions Delivery management to communicate the health of the Division's portfolio of projects, strategy, and areas of focus. Helped project managers deliver on business initiatives through assistance with project reporting, coordination and management of meetings.Supported monthly ad hoc project portfolio reporting.Supported resource management system reporting and management (PlanView).Assisted Project Managers with Project coordination & administrative tasks.

Created and analyzed reports, evaluated performance & identified product growth opportunitiesMaintained relationships across the business, building a diverse networkWas actively involved in brand licensing agreements and complianceCreated presentations with a high degree of organizational visibilityAssisted in the development of new tools and applications to drive business decision-making

Worked with the EY taxation team in the creation and implementation of GST(Goods & Service Tax) in India

Worked with the marketing team to implement a marketing campaign for the hotel’s restaurants

Was in charge of producing company products within a reasonable time frame Sold products directly to potential customers through client office visits

 Participated in their “Work Exposure Program” which involved learning about the creation of advertisements Created a product portfolio which consisted of a list of the company’s clients and a description of the advertisements created for

 Produced a detailed report regarding the company’s profile and summarized its most recent market performance Assisted in selling stocks to existing clients by conducting research regarding market performance for brokers

Performed data entry for client accounts for recent business transactionsScrutinized past journal entries in order to find errors in calculation and transaction descriptions