Mikaela Kelly Email & Phone Number

New York, Ny, Us

New York, New York, United States

Dallas, Texas, United States

• Processed and managed capital activity transactions including subscriptions, redemptions, transfers, andexchanges in accordance with the fund’s offering memorandum• Liaised with investors to obtain fully executed transactional instructions and ensured documents and proceeds were provided within the required notice period• Generated and distributed contract notes and statements to investors assuring accurate RORs, Net P&L, capital contributions/withdrawals, new issue income, and management and incentive fees• Prepared and disseminated client reports including but not limited to Capital Activity Reports, ERISA Reports, Affiliation Reports, Transparency Reports, and Performance and Exposure Reports• Responsible for fielding general requests for investors including inquiries on previous transactions, performance requests, and fund activity confirmations• Verified FATCA/CRS reporting documents and conducted proper due diligence on all investors to comply with Anti-Money Laundering regulations for US domiciled and offshore funds• Maintained working relationships and regularly corresponded with several internal teams to ensure accurate data representation throughout client reports across the firm

• Utilized content management system (CMS) platform to upload and review content on new website• Embedded video media and images onto new website to display recaps from previous events• Established one month goals for projects and tracked project progress

Boston, Massachusetts

• Optimized advertising efforts by developing content for corporate communications and marketing managers• Executed internal communications initiatives, interviewing employees and publishing bios on internal database• Completed thorough research of competitors, marketing strategies, social media platforms, and website content

New York, Ny

• Learned about the life cycle of a national sale, and products such as Ignite & Smart Audio, in work done across multiple media platforms, from local on-air promotions to tentpole sponsorships• Researched and analyzed brand packaging and earlier internal campaigns to develop industry insights for future initiatives• Helped to prepare and present a mock corporate retailer sales pitch to the Executive Management team. Collaborated as a team, utilizing various departmental resources• Assisted in creating customized marketing packages for clients

Bachelor'S Degree, Public Relations

Activities and Societies: Public Relations Student Society of America (PRSSA), College Panhellenic Association, Zeta Tau Alpha Fraternity.

Study Abroad

A five month study abroad program where I was able to immerse myself in foreign culture.