• Conducted an interest rate risk assessment on notional debt totaling $290 million for all Fund properties o Performed a scenario analysis to determine default likelihood under current debt covenants o Tailored an appropriate interest rate cap hedge and priced the premiums by shopping several brokers

State Street’s Alternative Investment Solutions group provides a complete suite of services to more than 750 clients, including institutional investors, hedge fund managers, private equity fund managers and real estate fund managers.Duties included:• Advised shareholder report preparation for 110 private equity funds across a three person team• Ensured client deadlines were consistently met by settling transmission protocols for accounting data • Integrated the reporting of subsidiary funds while maintaining comprehensive language and removing effects of intercompany transactions• Researched and responded to inquiries from clients and their audit firms to validate and ensure product quality• Drafted reporting language for each new fund’s shareholder reports while simultaneously complying with reporting requirements• Trained 10 new associates and interns on an ongoing basis about the details of preparing shareholder reports to increase process efficiency