•Traveled to India, Nepal, Japan, Iceland, Norway, Sweden, France, Portugal and Morocco.•Performed extensive research on international cities, developed itineraries and created budgets.•Learned to navigate, interpret public transportation maps and handle travel logistics.

•Conducted new client onboarding onto Investran and sole proprietary technology platforms to build a foundation for the Fund Accountants. •Assessed and documented key fund legal terms and nuances, including the distribution waterfall provisions. •Collaborated with cross-functional teams and clients on proper setup and accounting methodology to capture the necessary data points especially for waterfall calculations.•Partnered with Technology and Fund Accountants to review the progress and testing of internal platforms.•Generated and enhanced step-by-step procedures for the Investran Subsequent Close, Partner Transfer, and Bridge Active Templates, as well as establishing new legal entities, vehicles, deals, and investors for internal teams to utilize.

•Managed onboarding and coordinate the implementation of private equity and hybrid fund clients onto Investran.•Provided senior managers with weekly updates to project roadmaps and pipeline reports of prospective clients.•Collaborated and motivated Relationship Managers, Client Service, Product, Operation and Technology to ensure seamless client transition.•Defined scope of services, key milestones, requirements, and manage escalation of concerns and risks.•Created agendas to conduct weekly conference calls with clients and internal partners to review project development.

•Implemented new process efficiencies such as developing client assess real-time reports.•Consulted with Accounting, Core Operations, Client Service, and Performance to generate monthly roll forward reports to price client investments. •Reconciled cash activity with external asset managers and internal accounting to ensure accuracy.•Participated in weekly conference calls with newly onboarded clients to maintain consistent high-level precision, efficiency and build client relationship. •Generated, analyzed, and enhanced quarterly/monthly performance reports and quarterly portfolio company reports.•Transferred pension accounts to a private equity platform using historical data the client provided.•Succeeded in restructuring the client’s legal entities by asset classes.