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.
• 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.