Logan Snow Email & Phone Number

Blue Ash, Ohio, United States

Cincinnati, Ohio, United States

-Reported performance data from mutual funds, hedge funds, comingled funds, separately managed accounts, and private capital funds within a client's portfolio -Performed asset allocation studies, private capital implementation models, and liquidity models for advisors to determine an investment strategy for their clients -Developed performance reports containing multiple composites that are disclosed to clients to measure the performance and status of their portfolio

Cincinnati, Ohio, United States

Developed an Excel spreadsheet to analyze and evaluate discrepancies between the reported amounts of unfunded investments in private assets and the actual amounts of unfunded investments in private assets Created due diligence report of a private equity investment company in Excel to examine multiple fund performances of the investment company and the individual companies invested in within each fund Evaluated the attractiveness of a new fund by comparing past strategy and performance with relevant statistical industry averages including size of the fund, EBITDA multiple, net IRR, and gross MOIC Collaborated in cross-functional teams in finance, treasury, and real estate departments of the university to develop a cohesive plan to grow the university’s $1.3b endowment