Jessica O'Neill Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Greater Boston Area

Boston, Ma

Manage and update all marketing materials while maintaining version control and ensuring compliance approval prior to distribution; create project timelines to ensure timely updates and streamlined schedule for reviewersResearch data using Bloomberg terminal to create and update charts for marketing materials Manage CRM database; outline innovative methods of managing client data; assist with training team on CRMAssist with preparations and execution of Annual Client Forum and other… Show more Manage and update all marketing materials while maintaining version control and ensuring compliance approval prior to distribution; create project timelines to ensure timely updates and streamlined schedule for reviewersResearch data using Bloomberg terminal to create and update charts for marketing materials Manage CRM database; outline innovative methods of managing client data; assist with training team on CRMAssist with preparations and execution of Annual Client Forum and other meetings and events as necessary Show less

Boston, Ma

-Organize co-investment offering for 100+ investors acting as the sole contact for all inquiries; manage co-investment records, successfully streamlining document distribution and collection-Manage investor database and website by actively updating contact records, overseeing user accounts, and posting documents for 35+ funds-Serve as the primary point of contact for all investor inquiries and updates-Prepare responses for investor requests such as fee transparency, audit… Show more -Organize co-investment offering for 100+ investors acting as the sole contact for all inquiries; manage co-investment records, successfully streamlining document distribution and collection-Manage investor database and website by actively updating contact records, overseeing user accounts, and posting documents for 35+ funds-Serve as the primary point of contact for all investor inquiries and updates-Prepare responses for investor requests such as fee transparency, audit confirmations, DDQs, calculating historical returns, etc.-Analyze Portfolio Company Financial Statements to prepare internal flash reports on a quarterly basis -Manage banking, including tracking and depositing checks for both GP and co-invest programs, collecting and updating investor wire instructions, account opening and maintenance, and cutting checks for LP distributions -Assist Financial Analysts with updating Portfolio Company reports historically to abide by new regulations Show less

Boston, Ma

-Support the Finance and IT teams by performing administrative tasks such as scanning, filing, answering phones, receiving deliveries, managing meetings, and coordinating lunches -Implement and maintain organization of all documents including managing the firm-wide digital library, creating new filing systems, and creating and maintaining reference binders for multiple teams-Organize co-investment offering for over 100 investors; manage co-investment records-Manage investor database… Show more -Support the Finance and IT teams by performing administrative tasks such as scanning, filing, answering phones, receiving deliveries, managing meetings, and coordinating lunches -Implement and maintain organization of all documents including managing the firm-wide digital library, creating new filing systems, and creating and maintaining reference binders for multiple teams-Organize co-investment offering for over 100 investors; manage co-investment records-Manage investor database and website by maintaining accurate contact records, managing user accounts, posting documents, and collecting and updating wire instructions-Coordinate with investors to keep CRM up to date and assist investor's with data requests, preparing and sending account information such as audit confirmations, historical data, and quarterly data requests-Provide coverage support for C-class executives, answering phones, coordinating calls and meetings Show less

Boston, Ma

-Research, request quotes from, and book local vendors for 10 events nationally, ranging from 3,000-10,000 participants, negotiating deals with vendors to stay within budget-Research and acquire local talent to perform at events -Streamline event logistics and record-keeping processes to improve client experience; implemented post-event analysis to improve on future events-Maintain company website, regularly updating with new content, photos, and race information; revamp all pages… Show more -Research, request quotes from, and book local vendors for 10 events nationally, ranging from 3,000-10,000 participants, negotiating deals with vendors to stay within budget-Research and acquire local talent to perform at events -Streamline event logistics and record-keeping processes to improve client experience; implemented post-event analysis to improve on future events-Maintain company website, regularly updating with new content, photos, and race information; revamp all pages on website to provide clearer information to all participants and volunteers-Recommend more robust communications with volunteers from registration through race day, giving rise to volunteer information packets and training manuals, which helped to increase volunteer retention, maximize volunteer participation, and ensure all necessary tasks were completed by volunteers, easing pressure on event staff-Provide friendly and prompt resolution to all client inquiries via email and social media-Redesign social media strategy by researching and creating appropriate content for the brand; set up a schedule for posting to keep potential clients engaged with the brand throughout the year-Manage targeted marketing and sales projects to discover and engage new clients with the brand and encourage participation in future events Show less

Boston, Ma

Manage street team events promoting clients to target demographic on university campuses and venues throughout Boston Compose & assist with editing company blog; help to shape company culture in a startup environment Assist with brand awareness via word of mouth campaigns and social media influence

130 Dartmouth Street

Provided excellent service to patrons in casual fine dining restaurant; anticipated customer needs & made recommendations. Managed multiple tables at a time, demonstrating excellent communication skills, team work, and skillful multitasking. Drove business & increased sales by promoting special menu items, creating an exceptional dining experience.

Generated press materials including press releases, fact sheets, question & answer sheets, and other materials as needed. Compiled press kits and assisted with team mailings. Coordinated client schedules, working directly with clients to provide personal client service. Researched local and national media outlets to target for specific publicity campaigns and promoted story ideas via email and phone.

Boston Ma

Summarized manuscripts and made recommendations; proofread printed materials; performed administrative and editorial tasks. Represented the company as a sales associate and editorial assistant at a national trade show. Coordinated sales kits and marketing projects, including a mass marketing email campaign, and many direct mailing campaigns. Trained incoming interns on procedures & technology, assisting with assigning and supervising their projects