Devin Finnegan Email & Phone Number

• Analyze financial and legal documents to identify due diligence discrepancies and operational risks within alternative investment funds.- Review audited financial statements to consider expense ratios and changes in.
• Meet regularly with fund managers to explore their managerial process, discuss legal disclosures, and understand their relationship with particular service providers.
• Review fund continuity plans, key man clauses, cyber security policies and anything else related to alternative fund operations.

Boston, Massachusetts, United States

• Collaborate with Trade Management and Central Pricing teams to settle trades scaling ($1M-$20M+) supporting $55B AUM
• Research and analyze investment data sourced from numerous vendors (Bloomberg, DTC, Euroclear)
• Facilitate settlement of various security types across global exchanges and respond to Ad Hoc investment banking requests
• Utilize investment banking systems such as Hyperion, Golden Source, and Eagle Star to maintain internal records
• Update security data, create daily reports, broker trades, and execute wire transfers for mutual funds
• Train new hires on financial systems, trade processes, international trades, foreign currencies, and exchanges

• Promote global business publication notorious for having little reporting bias andexercising rigorous fact-checking.
• Achieved top 10th percentile for Highest seasonal sales out of 128 ambassadors
• Maintained low cost per lead and high customer retention through selective, personalized marketing tailored towards specific demographics.
• Utilized CRM to track goals and develop new strategies to increase on-campus brand awareness and help generate new subscription sales.

Greater Boston Area