Michael Andersen Email & Phone Number

New York City Metropolitan Area

• Spearhead large company initiatives to improve technology platform and deliver business updates to C-Suite management and Executive Committee• Manage sales process for designated clients and act as lead relationship manager delivering consistent high-level client service.• Act as subject matter expert for alternative investment technology for all internal and external partners• Develop product roadmap and work with product engineers to deliver system enhancements and upgrades to continuously improve the client experience and keep the firm at the forefront of innovation• Work closely with industry partners to enhance connectivity and drive industry leading change

- Drive entire successful end-to-end strategic implementations and/or firm initiatives - Partner with strategic clients and internal stakeholders to formulate and build solutions to solve for broader business needs and industry transformation- Identify & inform product gaps and development opportunities to uphold and expand client adoption and penetration- Manage cross-functional stakeholders to ensure timely delivery of platform solutions to ensure timely delivery of implementations and platform enhancements- Work closely with senior management to engage new opportunities- Manage team of implementation managers and analysts over the lifecycle of a project

New York, New York

- Manage front-to-back implementation for small to medium size clients (e.g., new White Label Partner, Document Center, direct funds, etc.)o Provide platform demoso Client communicationo Manage internal and external stake holders - Manage integrations with clients and vendors across the alternative investment ecosystem- Scope, prepare & manage detailed project plans and implementation task and responsibility lists for timely and successful launch along with senior team members- Manage workstreams within larger implementations supporting the senior project lead - Provide ongoing account and relationship management for clients- Learn and support all interfaces on iCapital platform; develop in-depth understanding of the platform and consistently drive improvements- Work with junior staff to trouble shoot platform issues- Train junior staff of platform and client setup

Greater New York City Area

- Develop and bring to market proprietary alternative investment products for private bank clients within the Private Equity, Real Estate and Hedge Fund businesses.- Act as lead product manager on tasked firm initiatives.- Identify work flow deficiencies in order to improve processes.- Participate in monthly Investment Review Committee and Business Governance committee meetings analyzing proprietary investments and risks to the business.- Analyze, track and resolve trade errors for the alternative investments platform. - Manage operational initiatives for the Private Equity and Hedge Fund businesses.

New York, Ny

• Execute trades for the advisory business (ie: manage IOI process and capacity, marketable securities, hedge fund redemptions, subscriptions and transfers) • Handle all day to day operations of firms proprietary hedge funds including review of daily p&l, trade reconciliation, cash movements, margin balances and annual audits• Act as primary point of contact with fund administrator on operational work flow, fund accounting and fund month-end close• Work closely with fund performance reporting group ensuring reports are accurate and delivered to all parties in a timely manner• Review mandatory and voluntary corporate action events ensuring the portfolio management group is informed and proper actions are taken• Head weekly meetings/conference calls updating senior management on key fund issues (i.e. asset levels, vendor issues, and fund announcements)• Work closely with the sales group making sure all marketing materials are current, sales decks are disseminated to prospects and client inquires are resolved promptly

- Execute global and domestic equity, fixed income and foreign currency trades; Communicate with trading desks, confirming execution and accuracy of buy/sell transactions- Resolve cash and trade breaks with counterparties and clearing houses ensuring timely settlement and avoiding DK’s and fees- Research debt securities based on desired yield and industry exposure for prospective clients; source relevant data from Bloomberg- Monitor Margin balances while maintaining proper asset levels avoiding liquidation of securities. - Rebalance account holdings reacting to changes in market conditions and client risk profile ensuring market protection and portfolio performance- Create and conduct presentations for prospective clients regarding asset management service offerings generating new business- Solicited high net worth clients for fixed and variable credit lines generating revenue and new assets- Solved any questions and/or concerns with money managers and hedge funds through constant communication with top level management and internal departments

B.A, Communication

Coursework, Spanish History & Language