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 net assets.- Consider Fund Terms, LPA, and PPM to understand investment strategy, fee structure, and associated risk. ▪ 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