Nicholas Shaw Email & Phone Number

Tempe, Arizona, United States

Irvine, California, United States

• Primary liaison between internal and external parties related to syndicated loan and alternative investment activity, post-trade settlement.
• Identify and take ownership of issues by prioritizing time sensitive tasks.
• Ensure problem resolution is well-documented and communicated to appropriate parties.
• Perform ad-hoc tasks to support team supervisor and overall business unit as needed.
• Productive multitasking by managing multiple inboxes and projects to ensure requests are completed.
• Assist team with creating, updating and maintaining standard operating procedures.

Dana Point, California, United States

• Responsible for subscribing over $35 million into the offering by coordinating, processing and following all fund transactions for institutional, high-net-worth and retail investors.
• Collaborated with internal fund accounting, portfolio management, business management, legal, compliance, external administrators and custodians to ensure accurate reporting.
• Responded to daily investor request and provided updates to all involved parties.
• Central point of contact for all fund issues and topics ranging from reporting, performance, guidelines, strategy and transactions.
• Documented and implemented procedures to enhance communications and streamline processes.
• Provided various reporting needs for accounting, management, legal and sales teams.

Denver, CO & Newport Beach, CA

• Acquired and maintained client relationships.
• Responsible for over $1.8 million in mortgage sales in 3-month period.
• Provided referrals to financial and home lending advisors when appropriate.
• Partnered with specialists to ensure clients achieved financial goals.