Nickolaus Hess Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

United States

Denver, Colorado, United States

• Building quarterly excel workbooks detailing fund activity including management fees, accruals, limited partner contributions and distributions enhancing transparency of fund operations • Monitoring and tracking client’s cash flows enabling timely decision making by General Partners• Daily communication with Institutional and high-net-worth investors across 15+ funds spanning Private Equity and Venture Capital space creating a secure peace-of-mind investment experience

Fort Collins, Colorado, United States

• Financial Analyst for CSU’s Summit Fund valued at $500,000 in AUM, covered the Energy/Utility sectors, domestic economist providing insight into Monetary Policy, pipeline legislation, and domestic factors with potential risk and reward to overall portfolio• Critically analyzed sector holdings against benchmark utilizing Bloomberg terminals, distilling information to find a value equity to add alpha • Created pitch deck for presentation to Managing Directors and peers for equity buy recommendation increasing long-term value of portfolio

Fort Collins, Colorado Area

• Conduct liaison operations with Governmental agencies to include tracking/saving appropriate documentation and maintaining clear lines of communication• Provide customized customer service experiences through telecommunications, electronic mail services, and face-to-face interactions with clients • Experience navigating, comprehending, and executing fluid Congressional legislation

Iwakuni, Japan/ San Antonio, Texas

• Instructed groups of personnel, from four separate companies, in 140 hours of college equivalent course work, adapting for student specific learning needs• Designed 12-week course load for teams leading to 95% student passing rate, above 80% company standard• Facilitated Q&A as a panelist, from industry experts, creating cross-generational learning • Fostered relations with Japanese government officials by sharing job pertinent knowledge and showcasing Military Working Dog’s competitive advantages

B.S. Business Administration/Finance, Investment Analysis, 3.882 Cum Laude

Activities and Societies: Energy/Utility Sector Analyst: Summit Fund, VP: Finance Club, Rock S.O.L.I.D Steward, SALUTE Veterans Honor.

Bachelor Of Science In Kinesiology And Health, College Of Education, Health And Society

Pursued a degree in Kinesiology for one academic year prior to joining the United States Marine Corps.