Investment Banking Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Robert Mitchell Email & Phone Number
Financial Operations Analyst
at
HarbourVest Partners
LinkedIn matched
2 data sources
Profile completeness 71%
Current company
Role
Financial Operations Analyst
Location
Gardner, Massachusetts, United States
Company size
Who is Robert Mitchell? Overview
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Quick answer
Robert Mitchell is listed as Financial Operations Analyst at HarbourVest Partners, a company with 668 employees, based in Gardner, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Robert Mitchell.
Robert Mitchell previously worked as Investment Banking Analyst at Harbourvest Partners and Loan Operations Analyst at King Street Capital Management.
Company email context
Email format at HarbourVest Partners
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HarbourVest Partners
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Profile bio
About Robert Mitchell
Robert Mitchell is a Financial Operations Analyst at HarbourVest Partners.
Current workplace
Robert Mitchell's current company
Company context helps verify the profile and gives searchers a useful next step.
Harbourvest Partners
7 roles
Robert Mitchell work experience
A career timeline built from the work history available for this profile.
Loan Operations Analyst
- Posted new trades and contract rollovers on ‘Wall Street Office’ bank loan software.
- Settled transactions.
- Wired cash for trades.
- Applied cash receipts.
- Performed daily cash and position reconciliations.
- Processed corporate actions.
Aug 2022 - Dec 2022
Data Analyst Iii
- Optimized the company’s ‘Excel’ database of bank loan contracts.
- Researched and repaired bank loan contract breaks
- Generated funding wires for borrowings.
- CLO and Equity funds.
- Settled transactions.
- Identified new corporate actions.
Jun 2021 - Aug 2022
Ppp Loan Production Analyst
- Reviewed new PPP loan applications
- Identified potential fraudulent applications.
- Advised applicants of loan status and requested missing documents.
- Pushed “approval ready” loan packages on to underwriting team.
- Kept abreast of changing government guidelines on SBA PPP loans.
- Assisted the bank’s legal department with SBA guaranteed fund recovery in bankruptcy proceedings
Jan 2021 - Jun 2021
Bank Loans Analyst - Associate Ii
- Posted new trades and contract rollovers on ‘Wall Street Office’ bank loan software.
- Settled transactions.
- Applied cash receipts.
- Wired cash for trades.
- Executed corporate actions.
- Cash and Position reconciliations.
Jan 2017 - Jun 2019
Portfolio Accounting Analyst - Associate I, Ii
- Used State Street’s accounting software “MCH” to process daily activity on a portfolio of fixed and equity funds.
- Posted daily IO paydown activity.
- Researched impacting balance sheet breaks.
- Researched position factors and interest payments on Bloomberg.
- Posted manual journal entries.
- Produced monthly appraisal for each fund.
Jan 2007 - Jan 2017
Portfolio Accounting Analyst - Associate I
- Used Putnam’s accounting software “GPS” to process daily activity on a portfolio of fixed and equity funds.
- Posted daily IO paydown activity.
- Researched impacting balance sheet breaks.
- Researched position factors and interest payments on Bloomberg.
- Posted manual journal entries.
- Produced monthly appraisal for each fund.
Nov 2005 - Jan 2007
Team & coworkers
Colleagues at HarbourVest Partners
Other employees you can reach at harbourvest.com. View company contacts for 668 employees →
KN
Kathy Nulty
Colleague at Harbourvest Partners
Wilton Center, Connecticut, United States, United States
View →
LB
Linda Bradie Croteau
Colleague at Harbourvest Partners
Sunapee, New Hampshire, United States, United States
View →
SS
Sally Shan
Colleague at Harbourvest Partners
New York, New York, United States, United States
View →
伊
伊東正明
Colleague at Harbourvest Partners
Tokyo, Tokyo, Japan, Japan
View →
CT
Cody Troutman
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
JT
Joseph Talia
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
PT
Patrick Tully
Colleague at Harbourvest Partners
Greater Boston, United States
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AS
Ali Sarfaraz, Cfa
Colleague at Harbourvest Partners
Toronto, Ontario, Canada, Canada
View →
CC
Cam Cavagnaro
Colleague at Harbourvest Partners
Quincy, Massachusetts, United States, United States
View →
足
足立あいこあだちあいこ
Colleague at Harbourvest Partners
Japan, Japan
View →
Kathy Nulty
Colleague at Harbourvest Partners
Wilton Center, Connecticut, United States, United States
View →
LB
Linda Bradie Croteau
Colleague at Harbourvest Partners
Sunapee, New Hampshire, United States, United States
View →
SS
Sally Shan
Colleague at Harbourvest Partners
New York, New York, United States, United States
View →
伊
伊東正明
Colleague at Harbourvest Partners
Tokyo, Tokyo, Japan, Japan
View →
CT
Cody Troutman
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
JT
Joseph Talia
Colleague at Harbourvest Partners
Boston, Massachusetts, United States, United States
View →
PT
Patrick Tully
Colleague at Harbourvest Partners
Greater Boston, United States
View →
AS
Ali Sarfaraz, Cfa
Colleague at Harbourvest Partners
Toronto, Ontario, Canada, Canada
View →
CC
Cam Cavagnaro
Colleague at Harbourvest Partners
Quincy, Massachusetts, United States, United States
View →
足
足立あいこあだちあいこ
Colleague at Harbourvest Partners
Japan, Japan
View →
FAQ
Frequently asked questions about Robert Mitchell
Quick answers generated from the profile data available on this page.
What company does Robert Mitchell work for?
Robert Mitchell works for HarbourVest Partners.
What is Robert Mitchell's role at HarbourVest Partners?
Robert Mitchell is listed as Financial Operations Analyst at HarbourVest Partners.
Where is Robert Mitchell based?
Robert Mitchell is based in Gardner, Massachusetts, United States while working with HarbourVest Partners.
What companies has Robert Mitchell worked for?
Robert Mitchell has worked for Harbourvest Partners, King Street Capital Management, John Hancock, Eastern Bank, and State Street Llc.
Who are Robert Mitchell's colleagues at HarbourVest Partners?
Robert Mitchell's colleagues at HarbourVest Partners include Kathy Nulty, Linda Bradie Croteau, Sally Shan, 伊東正明, and Cody Troutman.
How can I contact Robert Mitchell?
You can use AeroLeads to view verified contact signals for Robert Mitchell at HarbourVest Partners, including work email, phone, and LinkedIn data when available.
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