Linda Liang, Cfa Email and Phone Number
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As an investment operations leader, I enhance efficiency and accuracy while remaining compliant for complex, multi-billion dollar portfolios invested in various asset classes. I thrive on building productive relationships both internally and externally, delivering top-notch analysis and reporting, and consistently meeting deadlines. My hands-on approach, coupled with my commitment to fostering a culture of teamwork and collaboration, has consistently led to successful outcomes.My areas of expertise include the following:• Portfolio Performance Reporting: Delivering comprehensive portfolio performance reports to internal teams and investment committees.• Process Improvement: Identifying areas for operational enhancement and implementing streamlined processes.• Operational Due Diligence: Designing and managing due diligence processes for external investment managers.• Investment Accounting: Overseeing investment accounting, valuations, and cash flows.• Cash Flow Forecasting: Utilizing data to forecast cash flows and support decision-making.• Staff Management and Mentorship: Leading and mentoring teams to achieve their full potential.• Data Management: Implementing strategies for effective data organization and management.• Alternative Investments: Managing diverse portfolios including private equity, hedge funds, and more.• Technology Savvy: Proficient in various financial software tools for analysis and reporting.• Relationship Management: Building strong relationships with stakeholders, service providers, and external partners.• Regulatory Compliance: Ensuring adherence to regulatory requirements and maintaining accurate records.
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Vice President, Fund OperationsDevonshire Investors Aug 2024 - Present -
Investment Operations DirectorWellesley College Sep 2022 - Aug 2024Wellesley, Ma, UsI managed investment operations for a $2.8B global endowment portfolio with 300+ unique investments, reporting directly to the Chief Operating Officer. Led day-to-day execution of cash management, account openings, capital calls, distributions, and valuations. I contributed to audits and financial statement preparation. I mentored and trained team members. I oversaw the migration of liquidity modeling from legacy software to Caissa with no operational interruption. -
Director Of Investment OperationsUniversity Of Massachusetts Foundation, Inc. 2017 - 2022Newton, Ma, UsStarting from the ground up, I established a robust investment operations function driving operational excellence, due diligence, and fostering collaboration. I played a pivotal role in building relationships with external managers and key stakeholders. I ensured streamlined communication for informed decision-making. -
Portfolio AnalystDartmouth College Investment Office 2015 - 2017For this multi-asset endowment portfolio, I enhanced investment performance reporting and portfolio monitoring. I spearheaded improved data communication across teams, while maintaining systems and platforms for accurate reporting.
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Alternative Investment Operations AssociateHighvista Strategies 2010 - 2015Boston, Ma, UsI managed accounting and reporting for diverse alternative investments. I developed comprehensive due diligence frameworks and drove operational efficiency. While there, I had expanding responsibilities and fostered focus through team growth. -
Financial Planning And Analysis Analyst - High Net Worth Family OfficeAudax Group 2007 - 2010I supported wealth management for high-net-worth families, focusing on alternative investments, budgeting, and cash management. I managed investment liquidity and contributed analysis of portfolio management strategies.
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Avp - Global Markets Research TeamBny Mellon 2006 - 2007New York, Ny, Us -
Tax AnalystJpmorgan Chase 2005 - 2006New York, Ny, Us -
Reporting And Compliance Analyst/Fund AccountantState Street Bank 2003 - 2005Boston, Massachusetts, Us
Linda Liang, Cfa Skills
Linda Liang, Cfa Education Details
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Brandeis International Business SchoolInternational Finance -
Brandeis UniversityBachelor Of Arts - Ba
Frequently Asked Questions about Linda Liang, Cfa
What company does Linda Liang, Cfa work for?
Linda Liang, Cfa works for Devonshire Investors
What is Linda Liang, Cfa's role at the current company?
Linda Liang, Cfa's current role is Fund Operations at Devonshire Investors.
What is Linda Liang, Cfa's email address?
Linda Liang, Cfa's email address is li****@****hoo.com
What schools did Linda Liang, Cfa attend?
Linda Liang, Cfa attended Brandeis International Business School, Brandeis University.
What skills is Linda Liang, Cfa known for?
Linda Liang, Cfa has skills like Alternative Investments, Wealth Management, Fund Of Funds, Cash Flow Forecasting, Performance Reporting, Operational Due Diligence, Portfolio Management, Private Equity, Strategic Financial Planning, Equities, Investments.
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