- Assisted with portfolio administration duties for clients with $1+ billion-dollar private equity investment funds- Created daily, weekly, monthly, and quarterly performance reports for clients detailing daily cash flows, fund valuations, and IRR- Reviewed and reconciled all daily cash transactions made by General Partners and State Street Bank on behalf of client- Updated and confirmed client wire instructions to ensure all capital calls and distributions are processed successfully- Completed GP and client callbacks to confirm wire instructions- Performed research to help determine specific data metrics for underlying portfolio companies such as sector, industry, location, and senior management- Reviewed legal documents and notices including capital calls, distributions, financial statements, and investor notices- Monitored client mailboxes and categorized/organized based on importance

Standing Settlement Instruction Team - SSI (January 2021 - Present)- Developed a detailed and organized market guide documenting necessary settlement instructions that is used firm wide- Analyze large data sets to determine and remediate potential errors for all client settlement instructions- Assist in on-boarding clients to the GCDirect and ALERT systems- Maintain client SSI's so they have no issues when trying to settle trades in a specific market- Perform testing on system upgrades to ensure proper functionality and efficiency- Handle client inquiries and requests in a timely manner

Reporting Hub Team Lead (August 2020 - January 2021)- Acted as a liaison for Reporting Hub team in meetings with other internal teams including various Client Service Groups- Led daily meetings instructing Reporting Hub team of their individual assignments- Created detailed procedures documenting the reporting process for future users- Investigated and found solutions for any errors/issues team members may have encountered- Reported team performance and statistics to senior management on a day-to-day basis- Assisted in training and on-boarding new team membersReporting Hub Team (January 2020 - July 2020)- Assisted in the transition of the Reporting Hub team from Poland to New Jersey branch- Produced monthly reports per client request detailing all financial transactions and activity using Microsoft Excel, Word and PowerPoint- Reduced a two month long Reporting Hub client backlog by working overtime and weekend hours- Reviewed and updated outdated Reporting Hub procedures- Trained new employees on various types of client reportingClient Account Profile Team - CAP (October 2019 - January 2020)- Performed maintenance on client account profiles and updated information to ensure proper access to markets- Processed account openings for new clients across various markets- Documented and organized BBH's Authorized Signatory documents for clientsSecurity Master File Team - SMF (August 2020 - October 2020)- Performed testing on system upgrades to ensure proper functionality- Assisted in other ad hoc projects to upgrade BBH systems

- Performed market research, due diligence and investment analysis on potential investment properties using comparable analysis and financial modeling- Assisted both business development and project management teams on monitoring all projects on current portfolio to ensure they remained under budget and in scope of work- Balanced company financial statements and reconciled debits and credits via online bookkeeping tool Qualia - Networked with industry professionals such as mortgage brokers, real estate agents, real estate investors, contractors, etc., in order to gain industry insight and competitive advantage- Participated in weekly meetings with Senior Management and Private Investors

- Ensured all inventory was accounted for on weekly shipments from distributors in excess of $15,000- Assisted Senior Management in design and implementation of a new organization system which led to better efficiency- Exercised strong communication and customer service skills through daily interaction with customers and vendors - Performed ad hoc projects upon request from Senior Management

- Instructed children on the rules and fundamentals of basketball- Emphasized the importance of teamwork and sportsmanship- Coordinated logistics with parents such as scheduling and rides