Alyssa Mccarthy Email & Phone Number

New York, New York, United States

New York, New York, United States

• Directs day-to-day operations at a small global equity fund.
• Prepare and distribute quarterly investor materials and performance updates, manually adding all collateral to firm’s website.
• Onboarded and actively manages archiving service to meet recordkeeping, supervision, data protection, legal hold, and discovery requirements.
• Researched and implemented firm’s first CRM system to maintain client data and generate custom reporting for Managing Director.
• Collaborate with external compliance counsel to update regulatory filings, enhance client onboarding documents, and ensure all regulatory requirements are met.

Stamford, Connecticut, United States

• Maintain in-depth knowledge and understanding of firm’s offerings across credit spectrum.
• Communicate with and respond to client, prospect and consultant inquiries in a detailed, timely and professional manner, ensuring all queries have been appropriately addressed.
• Direct management responsibilities for one junior team member.
• Act as back-up manager, guiding and supporting 6 support team members.
• Collaborate with management as a support agent, contributing to ongoing project management and development.
• Support new business efforts by updating existing client presentations, and prepare monthly and quarterly updates using performance analytics.

Stamford, Connecticut, United States

• Streamlined logistics process when managing, updating, and distributing standard or custom reporting and outreach to clients, consultants, and prospects.
• Prepared pitchbooks, fact sheets, newsletters, white papers, due diligence materials, reporting and data requests while exercising time management skills.
• Reviewed and analyzed attribution, asset data, product performance, risk characteristics, and benchmark statistics for client, consultant and prospective client requests.
• Produced and customized quarterly peer analysis reporting for Portfolio Management teams.
• Maintained company-wide CRM using insight gained from managing analytics and reporting to track client data.

Stamford, Connecticut

• Provided support for six team members, including three Senior Executives.
• Coordinated with Portfolio Managers to create and distribute monthly client outreach.
• Compiled client requests and correspondence; prepare portfolio review materials.
• Organized extensive national and international travel including air, ground, lodging, provide detailed itineraries, and update passports and visas for senior executives.
• Managed primary office functions including calendar management, incoming call direction, and operations for 3 C-level executives.

New York City, New York

Bachelor Of Arts (B.A.), Communication, General

Education record