Elaine Youngs, Mba Email & Phone Number

San Diego, Ca, Us

Greater San Diego Area

As Fund Operations Manager, my role is centered around working with partners, investors, and portfolio companies with a focus on financings, modeling, and overall operations of the Firm and Funds.Financing, Administration, & Investor Relations - Oversee Fund operations, procedures, metrics. - Handle ongoing investor inquiries and requests; communicating with HNW individuals, Family Offices, Fund of Funds, international corporates, etc. - Oversee and improve fundraising processes. - Responsible for cash planning and modeling for the Fund. - Oversee and work directly with 3rd Party Fund Administrators for accounts payable, Fund financials, entity management, capital calls, tax filings, K-1s, and other investor relations activities. - Manage relationships with all 3rd party service providers including fund administration, tax accountants, legal counsel, auditors, etc.Investing - Manage and track due diligence of startups in the investment pipeline. - Manage the SPV investment process including entity creation, financing docs, investor memos, and closing. - Responsible for portfolio analysis including: pro forma financials, cap table modeling, Fund ownership analysis, and Pitchbook valuation summaries. - Management of investing process, including financing documents, side letters, and wires.Reporting - Prepare PowerPoint decks and agenda for the Investor Advisory Committee. - Track quarterly KPIs and financials for portfolio companies. - Update Fund documents and spreadsheets following each portfolio company financing and investment. - Responsible for quarterly and annual reporting to investors for the Funds.Business Operations - Complete office/operations management. - Work with 3rd party service providers to manage payroll and benefits. - Manage, review, and approve employee and partner expense reports. - Manage invoices and billing for all operations service providers (rent, utilities, insurance, etc.).

Greater San Diego Area

- Assisted in the management, maintenance, and service of over $131 million in assets under management (AUM). - Processed over $4.7 million of incoming cash transactions for the firm. - Transferred nearly $3 million of additional assets into firm management. - Provided high-level administrative support for two financial planners. - Managed and resolved all client service issues. - Scrubbed, analyzed, and input data for financial planning presentations. - Aided in the implementation of financial planning recommendations through the completion of new account applications and transfers. - Monitored and maintained client assets by ensuring client information is up-to-date, beneficiaries are in line, and accounts/contracts/policies are in good order. - Maintained client data and files, ensuring complete documentation of all communications or plan executions. - Ensured appropriate compliance measures are in place for any executed investments and/or insurance recommendations. - Trained and supervised lower-level clerical staff.

Greater San Diego Area

- Lead firm’s transition to a new broker/dealer by organizing, planning, and executing the transfer of over $50 million in assets under management (AUM). - Provided complete initial on-boarding and ongoing support to clients. - Interacted with clients daily, acting as the point of contact for non-strategic activities. - Aided in the implementation of financial planning recommendations through the completion of new account applications and transfers. - Monitored and maintained client assets by ensuring that client information is up-to-date, beneficiaries are in line, and accounts/contracts/policies are in good order. - Assisted in the generation of quarterly reports related to cash flow, net worth, and portfolio holdings. - Maintained client data and files, ensuring complete documentation of all communications or plan executions. - Ensured appropriate compliance measures were in place for any executed investments and/or insurance recommendations.

Greater San Diego Area

- Aided in the implementation of financial planning recommendations through the completion of new account applications and transfers. - Monitored and maintained client assets by ensuring that client information is up-to-date, beneficiaries are in line, and accounts/contracts/policies are in good order. - Handled routine Client Service issues.

Greater San Diego Area

- Proactively managed life insurance applications, up to 6-figures in revenue, with a case load upwards of 200 while serving as liaison between agents, clients, and insurance companies. - Worked closely with the Underwriting team and financial advisors to prepare and facilitate the presentation of client files to life insurance carriers establishing placement plan, estate planning objectives, and advanced case design. - Provided timely and effective communication with financials advisors to provide consistent case status, advise the progression of their cases at the carrier level, and assess the viability of quotes generated for their clients. - Interacted with life insurance carriers to ensure the timely processing of life insurance applications. - Provided support to accounts that work directly with the life insurance companies in resolving any processing delays and service inefficiencies. - Assisted and advised associates in the managing of their cases and packaging to life insurance carriers. - Handled extremely confidential client information; maintained confidentiality in accordance with HIPAA regulations. - Handled large accounts generating significant company revenue. - Developed standard operating procedures for the training of new hires, as well as standardize office work processes; lead new business training in order to implement said procedures.

Greater San Diego Area

- Proactively managed life insurance applications, up to 6-figures in revenue, with a case load upwards of 200 while serving as liaison between agents, clients, and insurance companies. - Worked closely with the Underwriting team and financial advisors to prepare and facilitate the presentation of client files to life insurance carriers establishing placement plan, estate planning objectives, and advanced case design. - Provided timely and effective communication with financials advisors to provide consistent case status, advise the progression of their cases at the carrier level, and assess the viability of quotes generated for their clients. - Interacted with life insurance carriers to ensure the timely processing of life insurance applications. - Provided support to accounts that work directly with the life insurance companies in resolving any processing delays and service inefficiencies. - Assisted and advised associates in the managing of their cases and packaging to life insurance carriers. - Handled extremely confidential client information; maintained confidentiality in accordance with HIPAA regulations. - Handled large accounts generating significant company revenue. - Developed standard operating procedures for the training of new hires, as well as standardize office work processes; lead new business training in order to implement said procedures.

Greater San Diego Area

- Worked closely with the Underwriting and Case Management teams to prepare and facilitate the presentation of client files to life insurance carriers. - Followed-up with financial advisors to assess the viability of quotes generated for their clients. - Communicated with advisors regarding the status and development of their life insurance cases. - Processed and packaged life insurance policies for distribution to financial advisors nationwide. - Handled extremely confidential client information; maintained confidentiality in accordance with HIPAA regulations. - Assisted in the handling of large accounts that generated significant company profit. - Developed standard operating procedures for the training of new hires, as well as standardized office work processes.

Ba, Economics, Global Studies

Activities and Societies: Kappa Delta; National Society of Collegiate Scholars

Master Of Business Administration (Mba), Finance, General

Activities and Societies: Venture Capital Investment Team, National Association of Women MBAs