Alexa (Grau) Crockett Email & Phone Number

San Francisco, California, Us

Los Angeles, California, Us

Emeryville, California, Us

Boston, Ma, Us

• Coached, mentored and developed a team of 12 associates and analysts as a member of department management team; Provided oversight and direction to employees, while delivering formal performance evaluations on a quarterly basis• Managed the overall operational and budgetary activities of the department, while planning, evaluating and setting department-wide goals• Worked with HR to recruit at campus and lateral hiring levels; Conducted interviews and participated in selection process to employ appropriate number of employees; Oversaw new employee onboarding and client selection process• Acted as project manager to develop best practices, defined quality assurance processes and identify quality standards, including coordinating a new methodology training which required reviewing over 1,000 client entities

Boston, Ma, Us

• Acted as the primary reporting contact for 12 clients with assets ranging from $30 million to $2 billion; producing monthly and quarterly reports used in investment committee meetings• Reconciled and tracked complex cash movements; track performance and transaction data in a proprietary database, including derivatives portfolios• Led training sessions for new hires, and acted as an ongoing mentor• Was a member of the Global Liaison Team, bridging the gap between, and helping answer any questions from, colleagues in Singapore

Zurich, Ch

• Compiled and cataloged all necessary legal documentation for new investments within the trading team in the Alternative Investment Solutions division, while continually cataloging all new materials for invested funds• Drafted fund evaluation reports, contact reports, recommendations, and preliminary reports, particularly for macroeconomic based funds, while maintaining a database of over 2,000 trading funds• Collected and calculated weekly, monthly and quarterly data, and maintained performance reports for invested trading funds at any given time; Analyzed risk data for invested funds

New Rochelle, Ny, Us

• Managed the Peru and Guatemala nonprofit programs, serving as the main point of contact between volunteers and in-country staff, while organizing conference calls• Communicated with all those traveling, coaching them on what to expect; Prepared 300+ volunteers for their experience abroad• Helped with new projects to engage enrolled and prospective volunteers