Chrystal Thomas Email & Phone Number

Wayne, Pa, Us

• Provide monthly and quarterly performance reporting for pension, endowment/foundation, Taft-Hartley, and other institutional clients• Review and maintain data integrity of reports, communicate portfolio changes, and send alerts to clients as needed• Collaborate with senior team members to create qualitative and quantitative analyses that support various projects and transactions, many of which involve the creation and use of customized financial models and spreadsheets• Interact with third parties such as custodians, fund managers, and auditors as needed on behalf of the plans• Receive and process Alternative fund subscription documents, along with other necessary documents, then submit to fund managers before desired close date• Document and maintain all processes alternative funds including managing client paperwork, subscription document completion and verifying fund close dates

• Served Financial Advisors and their clients by providing high quality investment management, asset allocation, and portfolio construction• Daily relationship building with Financial Advisors and maintain/support internal staff relationships within assigned territories• Transaction processing, asset transfers, account openings/terminations, initial contact for client inquiries, and all aspects of service on existing client accounts

Malvern, Pa

• Provided administrative support to Centralized Project Team (Marketing, Data, & IT) • Related contacts to the appropriate company in Salesforce• Assisted with coordinating development, testing, validating, and reporting during implementation of the portal and mobile launch