Katelyn Maher, Cfa

Katelyn Maher, Cfa Email and Phone Number

Principal at Cloverlay @ Cloverlay
Katelyn Maher, Cfa's Location
Greater Philadelphia, United States, United States
Katelyn Maher, Cfa's Contact Details

Katelyn Maher, Cfa work email

Katelyn Maher, Cfa personal email

n/a
About Katelyn Maher, Cfa

Experienced investor with over 8 years of experience in investment management with a focus on private real assets opportunities across private equity funds, direct deals / co-investments and secondaries. I am passionate about lower middle market and value-add opportunities. You can reach me at 610-800-6128 or maher.kate28@gmail.comSKILLSDue Diligence | Financial Analysis and Modeling | Market Analysis | Underwriting | Qualitative Analysis | Research | ESG Integration | Effective Verbal & Written Communication | Collaboration | Leadership | Intellectually Curious | Proactive | Organized | Training and Onboarding | Investor Relations | Private Equity | Real Estate | Real Assets | Microsoft Excel, PowerPoint and Word | Argus | Salesforce | Burgiss Analytics - Private I & Private Informant

Katelyn Maher, Cfa's Current Company Details
Cloverlay

Cloverlay

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Principal at Cloverlay
Katelyn Maher, Cfa Work Experience Details
  • Cloverlay
    Principal
    Cloverlay Apr 2023 - Present
    Conshohocken, Pennsylvania, Us
    Cloverlay is an independent asset manager that defines a new segment of private equity for institutional investors. We invest within lightly-trafficked, habitually overlooked private market verticals, and provide clients with a single point of entry into these last inefficient global markets. Our coherent and diversified investment program complements clients’ traditional private equity portfolios, making us a strategic partner of choice for today’s private market investor.
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  • Ey
    Senior Associate
    Ey Jan 2022 - Apr 2023
    London, Gb
    View
  • Aberdeen Standard Investments
    Associate - Real Assets
    Aberdeen Standard Investments Aug 2019 - Jul 2021
    Edinburgh, Scotland, Gb
    Sourced, screened and conducted due diligence on private natural resources, infrastructure and real estate funds, co-investments and secondaries with a focus on emerging managers and lower middle market opportunities. Maintained market coverage across a wide variety of industries including: real estate (multifamily, hospitality, office, industrial, retail), infrastructure, renewable energy, power, oil and gas, mining, agriculture and timber.
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  • Aberdeen Standard Investments
    Senior Analyst - Real Assets
    Aberdeen Standard Investments Aug 2015 - Aug 2019
    Edinburgh, Scotland, Gb
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  • John Hancock
    Investment Division Rotational Analyst
    John Hancock Jul 2013 - Jul 2015
    Boston, Ma, Us
    Two-year rotational program within the Investments Division of John Hancock / Manulife Asset Management. Six-month rotation assignments with Real Estate Acquisitions, Fixed Income Credit Research, Hancock Agricultural Investment Group and Portfolio Solutions Group.
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  • Wellington Management
    Equity Trade Administrator - Co-Op
    Wellington Management Jun 2012 - May 2013
    Boston, Massachusetts, Us
    Relayed broker merchandise flow and research through consistent phone coverage on the equity trading desk. Ensured all domestic equity transactions and allocations were acknowledged and confirmed by the brokers or dealers. Assisted with the research and resolution of trading discrepancies.
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  • Ge Aviation
    Balance Sheet Analyst Co-Op
    Ge Aviation Jan 2011 - Jul 2011
    Cincinnati, Oh, Us
    Performed monthly and quarterly account reconciliation process for accounts such as Finished Goods and Consigned Goods Inventory, Deferred Charges, Sundry Receivables and Liabilities in excess of $175m. Prepared and presented the Balance Sheet Review to the Finance team on a quarterly basis.
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  • Brown Brothers Harriman
    Operations Specialist Co-Op
    Brown Brothers Harriman Jan 2010 - Jul 2010
    New York, Ny, Us
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  • Wsfs Bank
    Summer Associate
    Wsfs Bank May 2009 - Aug 2009
    Wilmington, De, Us
    View

Katelyn Maher, Cfa Education Details

  • Northeastern University
    Northeastern University
    Business Administration: Finance And Accounting
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Economics

Frequently Asked Questions about Katelyn Maher, Cfa

What company does Katelyn Maher, Cfa work for?

Katelyn Maher, Cfa works for Cloverlay

What is Katelyn Maher, Cfa's role at the current company?

Katelyn Maher, Cfa's current role is Principal at Cloverlay.

What is Katelyn Maher, Cfa's email address?

Katelyn Maher, Cfa's email address is katelyn.maher@ey.com

What schools did Katelyn Maher, Cfa attend?

Katelyn Maher, Cfa attended Northeastern University, The London School Of Economics And Political Science (Lse).

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