Brendan Johnson Email & Phone Number

New York, New York, US

New York, New York, US

US

• Initiated and spearheaded multi-million dollar NAO program focused on enabling firm’s organic growth by developing and delivering high-level strategy, building stakeholder engagement, and designing and implementing.
• Scaled firm’s CRM by establishing and implementing client service models, driving user engagement and user growth from 50 to 400+ users while improving client satisfaction and setting foundation for long-term digital.
• Supported executives by providing insight to help make effective, informed decisions when faced with imperfect information by recasting unstructured data set representing $194.5 billion under management to align with.
• Led multiple agile teams in development of API integrations and creation of user interfaces, collaborating closely with technology, marketing, sales, operations, legal, risk and compliance partners
• Recommended improvements to alternative investment valuation and reporting processes to invigorate firm’s illiquid offerings and increase client allocations to alternatives

US

• Built centralized operations team and oversaw automation of operational workflows, allowing service team to focus on customer success and back office to institute a 24-hour turnaround on all client tasks, grew.
• Facilitated $2 billion of placements in alternative investments by streamlining and centralizing investment diligence, L.P. subscription, and performance reporting, catalyzing firm’s growth from $10 billion to $15.
• Reduced compliance risk and eliminated manual monitoring by automating portfolio monitoring system and developing accompanying data flow to bring all client portfolios within set risk and liquidity bands
• Enabled client-specific profitability model and enhanced KPI reporting by building out client database and implementing workflow management system

New York, NY, US

• Tracked and updated financial data for more than 30 accounts daily
• Performed quantitative and qualitative analyses of confidential information memoranda; wrote executive summaries for private equity clients
• Identified acquisition targets using S&P Capital IQ database
• Redlined nondisclosure and fee agreements used in buyer and seller introductions
• Aided in client strategy development by preparing for client meetings and participating in succeeding team debriefs

• Drove company from inception through market introduction by working with Founder to formulate and implement business plan
• Built and maintained investment comps of public and private competitors; performed ongoing analysis of industry sales data
• Determine pricing and investment opportunity by creating and analyzing financial projections
• Secured initial funding by producing investor pitch deck
• Launched iOS app on Apple App Store by working with Founder and Developer to create minimum viable product

• Analyzed and recorded accounting transactions for ten clients using QuickBooks; reconciled bank and financial statements
• Prepared corporate and individual tax returns under supervision of senior partners
• Researched application of tax codes using U.S. and California Master Tax Guides
• Developed working knowledge of GAAP accounting

Economics

Economics