Anna Gallegos Email and Phone Number

Review, cross-reference, format and assemble investment documents and investor presentations. Maintain and update internal data and contact information in Outlook and internal database (Siebel). Maintain and update standard client presentation material.Take minutes at various portfolio and investment committee meetings. Calendar management of internal and external meetings, conferences, and calls.Assemble and print meeting agendas and hand-outs, and take meeting minutes as necessary. Coordinate international and domestic travel bookings, using Concur and with external agency; prepare itinerary and logistics in Outlook.Process expense reports using Concur. Assist with event and conference coordination, booking catering and restaurant reservations, as needed.Answer phones, screen and route callers, handle inquiries, and provide back up to other administrative assistants and front desk, including light office maintenance. For investment committee process, on rotation to prepare meeting materials and agendas, as well as consolidate weekly minutes for the investment teams to ensure smooth and efficient meetings.Lead the Real Estate Team Specialist Investment Committee Deadline 2 Package preparation on Friday (3pm GMT) on a weekly basis.Assemble and present grant presentations to the Partners Group Impact committee and obtained $15K in funding.Work directly with the corporate legal and transaction services team to assure correct steps in regards to NDA's, LOI's and other legal documents.Participate and contribute to the corporate Diversity and Inclusion initiatives. Partner with the Debt and Liquid Loan assistant to ensure timely execution of all processes.Full cycle recruiting for team

Develop, compile, and analyze metrics that track progress of the Real Estate ESG program globally across funds.Ensure accuracy and consistency of Real Estate ESG data management and reporting globally by defining, implementing, and overseeing reporting policies, processes, templates, and controls.Collaborate and liaise with colleagues in differing asset classes and the Global ESG team to provide solutions for stakeholder requests for ESG data, reporting and responses to due diligence questions.Develop and maintain reporting timelines, reporting templates, and business requirements for external facing ESG reporting deliverables.Produce and deliver timely and accurate investor facing reports and support GRESB reporting for the global Real Estate platform.Collaborate with colleagues across the firm to execute projects related to the integration of Real Estate ESG and property metrics, technology enhancements, and external communications. Enhance systems and processes to supply data and assist internal teams responsible for energy and environmental performance improvement.Work with ENGIE platform to consolidate and audit utility data for over 100+ properties owned.

Maximize company sales growth and profitability through the use of creative selling skills, teamwork and customer service, in order to deliver an engaged experience to every customer, every time.Demonstrate company standards in selling, customer service, visual merchandising and teamwork.Ensure full understanding of all products and have a continued awareness of the most current information available.Develop, share and apply product expertise.Maintain sales floor coverage and follow posted schedules with regard to area assignments.Maintain the store counters and assist with store maintenance as directed by the management team.Assist customers with product selections and process all customer orders or returns.Update notes on customer sales to keep sales associates informed, as needed.Support and model excellent service by exhibiting a positive attitude and enthusiasm toward the job and company to both internal and external customers in all forms of communication.Communicate customer feedback to store management team concerning policies and/or product requests, problems and suggestions.Actively participate in store meetings and training sessions.Promote a strong sense of teamwork by working together safely, effectively, respectfully and efficiently with all associates.Support and maintain store sales and service goals and standards as communicated by the Assistant Store Manager, Sales.Maintain an awareness of all available resources for training and development.Support all efforts and initiatives across all business channels in an effort to maximize company sales growth and profitability.Maintain awareness and demonstrate a fundamental knowledge of computers, systems and programs relevant to the position.Participate in ongoing training regarding technology upgrades and new systems

Review, prepare, and enter all vouchers for appropriate documentation and approval prior to payment, including corporate credit cards, check requests, and custom program travel reimbursements.Prepare and execute weekly check runs, match to corresponding vouchers, obtain signature of appropriate signers and distribute checks.Review all documents for adherence to company policies.Identify and conduct research on discrepancies and make appropriate corrections and adjustments.Maintain vendor files and documentation thoroughly and accurately, in the accounting software and vendor files.Promptly research and answer questions from vendors, NITA employees, and auditors regarding vouchers, check requests, payments, and A/P procedures.

Provide all levels of customer support, general administrative and clerical support for departments and onsite programs. Enter, update, and register all program registrants information in database. Complete change of status requests (cancellations, transfers, substitutes) enforcing cancellation policies and charging appropriate fees. Work with sales and marketing to suggest all programs, offer multiple options, etc. Work with finance department for international wires and fees and communicating appropriate billing addresses. Test, ship, and setup electronic equipment for programs as well as inventory all returned equipment. Review online registrations daily, process web hold revenue, and send confirmations.

Showcase featured products and allow consumers to small or view the products. Enhance and contribute to retail sales and the retail shopping experience for customers.Communicate directly with customers in a marketing and public relations capacity. Focus on product promotion, customer interaction, product preparation, and communication. Track sales and report to supervisor as well as keeping tracking of all inventory.

Engages, educates and assists customers in order to determine their needs and recommend and sell product. Follow the direction established by the Store Manager. Deliver HERO Selling behaviors. Proactively engage customers, ask questions, listen, interact, and recommend products that meet customer needs. Demonstrate product upon request of a customer. Understand and share product assortment and differentiating qualities of similar products in each category (bakeware, cooks’ tools, cutlery, cookware and coffee/electrics). Maintain the cleanliness of the store, process goods, replenish (using FIFO), face product, and ensure pricing integrity and MOS as necessary. Accurately and efficiently process a variety of transactions via the POS including, but not limited to, sales, returns, price checks, etc.

Responsible for routine data entry tasks including address, telephone, and error correction updates associated with E9-1-1 database maintenance. Research and resolve all types of errors resulting from Service Order Processing (SOI) and No Record Found (NRF) within specific time frames. Maintain strict confidentiality on database information at all time.

Customer service oriented tasks. Involved with interacting and helping individuals with whatever is needed. Multi tasking on a day to day basis as well as reporting to supervisor. Performs a variety of tasks from dealing with money to being the first face that individuals see when on campus. In charge of cash intake as well as closing reports.

Participated in tutoring fellow Coe College students in psychology classes. Classes included Introduction to Psychology, Developmental Psychology, and Abnormal Psychology. Had to have mastery knowledge of each topic in order to help students. Worked with multiple Psychology professors in each class to gather supplemental information and resources. Worked with the AAP office to coordinate times to meet and keeping track of hours.

Interact and communicate with local farmers in the Nebraska area to spray crops. I handle phone communication, and office and clerical work. I have learned to adapt and embrace the fast paced business of crop dusting and am able to think on my feet. I have been in charge of managing an office where I am required to be responsible for a small group of people.