Client Fulfillment Analyst, Alternative InvestmentsManage global distribution of hedge funds and private equity funds in compliance with suitability requirements and company regulations and proceduresMaintain adequate supplies to reduce risk and manage client expectations, which significantly increased due to implementation of revised, streamlined operations Ensure timely updates of new documents to hard-copy and electronic versions, distribution to International offices, and proactive tracking of orders placed with vendors to ensure accurate billing, invoice processing, and resolution of inquiries or discrepancies Coordinate requirements gathering and analysis of business procedures in OM Fulfillment and Structuring for implementation of streamlined operations, resulting in an operational and capital savings of over 15%Update Alternative Investment SharePoint site as needed.Client Service RepresentativeProvided superior customer support to financial advisors and client associates to assist in maintenance of their clients’ brokerage accounts relative to CIP & KYC mandates, from account creation to essential updatesAnalyzed, reviewed, interpreted, and consulted on documents required to open and maintain brokerage accounts for trusts, LLCs, corporations, partnerships, IRAs, and estatesMitigated potential account discrepancies by running ad hoc reports and communicating with colleagues within the firmManaged the Business Resilience Program, developing best practices to optimize adaptability and mitigate financial and/or operational risk in the event of a crisis

Managed all aspects of eDiscovery projects hosted in Relativity to ensure successful litigationConsulted with clients regarding data processing, analysis, and production needsCreated review tool codes and layouts to support document reviewCollaborated with training team to enhance the onboarding and training of new project managers

Managed electronic and paper eDiscovery projects, created budgets and forecasts, and managed client expectations by ensuring an open line of communicationHosted using Relativity and employed Exego for additional pre-cull data filteringProvided best practices to clients on collection, processing, review, and production Coordinated productions and created data review sets and documented user rights to define who had access to specific fields and data sets in Relativity