Cheryl Chalas Email & Phone Number

Miami, Fl, Us

Miami, Fl, Us

Addison, Tx, Us

• Supporting the company’s President/CEO and CIO with fund-related projects and analyses.• Managing administrative tasks (Business & Personal): expense reports & travel arrangements (Private & Commercial flights.• Company retreats event planning and family event planning for the CEO.• Planning investor events and creating dynamic presentations for the PPM and quarterly company overview.• Maintaining and designing marketing materials for use in meetings and investor portfolios.• Building important relationships for the company and responding to initial inquiries.• Collaborating with our external consulting firm on fundraising.• Creating and maintaining complex financial data models and investor quarterly reports on assets in their portfolio with the assistance of the Asset Management team.• Facilitating investor onboarding including legal documentation for stakeholders, fund partnership agreements, amendments, KYC Client profiles, and wire information. • Conducting property visits to acquire Freddie Mac Mortgage Securities and producing write-ups on the asset and location overview of each property.• Updating investors’ records through a CRM (Dynamo) for use in sending related correspondence, and distributing quarterly reports, capital calls, distribution notices, and K-1s.

Escaldes-Engordany, Andorra, Ad

Andbank acquired Swiss Asset Advisors in January 2014• Coordinated departmental interviews and worked in conjunction with Human Resources to implement new hires.• Prepared financial statements and reports, including profit & loss statements and balance sheets.• Oversaw payroll reports before submission and distribution of W2 and 1099 forms.• Reviewed, reconciled, and paid all company billing including employee travel expense reimbursements.• Monitored the company client fee collection and prepared investors statement on a quarterly basis.• Designed marketing presentation packages for client meetings and followed up with prospects.• Coordinated client meetings between Managing Director, CIO, and Relationship Managers.• Assisted Relationship Managers with wire payments for custodians, and scheduled portfolio quarterly reviews.• Prepared account opening folders for distribution to clients and prospects.

Us

• Supported the Managing Director of Global Risk Estate Group, SVP, and various associates and analysts in L.A.• Supported the Managing Director of the Quantitative Risk Management group in New York. • Supported SVPs and associates with any long-term or short-term projects/presentations in the Finance Division.• Worked with Loan Originators to ensure loan file processing is complete and determine outstanding files.• Accurately and swiftly develop, prepare, and edit presentations and Excel spreadsheets.• Managed and coordinated expense reports & travel arrangements (domestic and international).• Arranged conference calls and meetings across all domestic and international time zones.

Double Major Bachelor Of Business Administration (Bba), Finance & International Business

Associate Of Arts (A.A.), Business Administration

Aas, Visual Communications