Avi Spitz Email & Phone Number

New York, NY, US

New York, United States

Greater New York City Area

• Participated in the founding of a non-profit organization assisting American students studying abroad with obtaining proper mental health care services
• Analyzed workflows to streamline patient and donor onboarding and management in a scalable fashion

Greater New York City Area

• Fund Services & Oversight – Operations, Goldman Sachs Asset Management
• Providing superior client service and front to back oversight for GSAM’s pooled vehicle complex in a commercial and cost effective manner
• Facilitating NAV & fund administrator oversight through reconciliations and day-over-day change analysis, in order to sustain accuracy of internal books / records
• Supporting Portfolio Managers, Fund Boards, and Controllers by providing accurate and timely fund account information and overseeing all aspects of support of each pooled vehicle
• Creating and driving strategic projects to improve efficiency and scalability while maintaining and managing risk
• Production / Review of Board Packs and all other relevant materials

Greater New York City Area

• Rotation #3: Private Wealth Management National Group – Alternative Servicing & Product Management
• Providing internal servicing support for daily platform operations, inquiries, ad hoc testing and data analysis
• Designing dashboard for sales to monitor transactions across the lifespan of Alts products, reducing riskRotation #2: New York Trade Support/Middle Office
• Revamped trade fails and claims tracking process as part of multimillion-dollar contract insourcing project
• Implemented statistical tools to better understand confirm and fail rates, find root causes and fix issues
• Maintained and improved trade flow systems and broker relationships for trade desk, rectified breaksRotation #1: Alternatives Infrastructure & Operations

Greater New York City Area

• Managed POS system, online store, team communication platform and inventory tracking tool, ensuring seamless workflow for a sale which earned over $1mm in revenue
• Assessed inventory turnover and supply chain to ensure supply flow and sales remained in lockstep
• Coordinated technology team with back office operations to improve efficiency of online order fulfillment system by 10%
• Conceived and executed modernization of POS equipment and overhaul of web-based consumer experience

Greater New York City Area

• Facilitated the integration of multiple hospitals’ EHR databases into a unified analytic research network
• Assisted in statistical analysis of study results and data visualization for executive reports
• Provided full marketing and IT support for live clinician training webinar curriculum
• Data mined information on seminar participants to enhance and personalize curriculum for target audience

Cedarhurst, NY

• Automated data retrieval for market research via code, reducing input time and mitigating operational risk
• Generated reports forecasting and analyzing market trends directly from a database, saving hours of time weekly for research specialists
• Provided customer support and devised product strategy for an online survey tool

Greater New York City Area

• Planned the logistics of transportation, housing, food and scheduling for weekend retreats promoting the inclusion of people with special needs
• Collaborated with community leaders to arrange full service retreats integrated within the community
• Trained and supervised over 30 volunteers caring for clients with special needs
• Developed programming and curriculum encouraging inclusion and understanding of people with specialneeds

Parksville, NY

Cared for 5 people with special needs ranging from their 40’s to 70’sFacilitated daily living, planned activities