- Deal Sourcing & Investment Strategy: Lead and close investments in high-growth companies, with a primary focus on SaaS and consumer tech in niche markets, building a diversified portfolio to maximize long-term returns.- Portfolio Management: Partner with executive teams to drive key initiatives, including product strategy, go-to-market execution while leveraging a network to facilitate strategic partnerships and customer acquisition.- Operational Scaling: Provide hands-on guidance to founders on growth strategies and operational best practices, empowering them to achieve scale in today’s competitive landscape.

- Positioned as a key contributor to the investment strategy, collaborate closely with the Chief Investment Officer (CIO) in filtering new opportunities. Conducting in-depth preliminary research and play a crucial role in crafting compelling pitches with advanced due diligence practices.- Negotiate agreements among service providers to fit into proposed yearly budget - Lead the end-to-end process of subscription and redemption documents, while actively managing ongoing KYC/AML.- Spearhead management of cash flows and conduct thorough analysis on trends for family investments within Addepar, aligning seamlessly with the organization's investment strategy.

• Conducted extensive research and analysis to identify new asset classes to expand the firm's product offerings of $60bn+ AUM investment manager.• Designed and implemented new tools to increase efficiency and reduce errors in day-to-day operations, resulting in a 25% reduction in processing time.• Facilitated the posting of flows along with account changes, freezes, terminations, and tax harvesting, ensuring compliance with industry regulations.• Reviewed daily back-office reconciliation and investigated discrepancies as needed, resulting in a 90% reduction in error rates.• Actively worked with trading to provide daily maintenance trades for execution and supported compliance alerts, resulting in a 20% reduction in trade errors.

Rapidly adapting to multiple applications to create efficiencies to reduce firms costs by over $1.2mContribute to incremental revenue strategies with directors across the firm generating over $600,000Present efficiency metrics to clients to amplify synergy among firmsLead firm wide initiative in search of strategic projects to undertakeActively communicate with over 250 business units to develop and maintain effective application structuresUtilize Robotics Process Automations that simplify and structure processes saving over 11,000 hours

• Reported directly to CEO on multiple crucial projects surpassing expectations• Assisted portfolio managers by generating reports on individual companies and funds in the respective industry• Managed client communication of a $30M+ fund• Collaborated with multiple teams to understand client needs by examining market activities to develop and execute strategies that support their financial goals