Private Real Estate & Natural Resources

Constructed an average of 50 private equity, private debt, infrastructure, and real estate investment schedules per month, including underlying portfolio company and property performance data.Reconciled cash flows and capital account statements for alternative funds of up to $500 million AUM.Chief custodian for institutional advisory client investment portfolios of up to $2.3 billion, in charge of quantitative analysis and quarterly cash flow reconciliation.Recognized as… Show more Constructed an average of 50 private equity, private debt, infrastructure, and real estate investment schedules per month, including underlying portfolio company and property performance data.Reconciled cash flows and capital account statements for alternative funds of up to $500 million AUM.Chief custodian for institutional advisory client investment portfolios of up to $2.3 billion, in charge of quantitative analysis and quarterly cash flow reconciliation.Recognized as highest performing analyst during Q4 reporting period for constructing 33 investment schedules in one week while maintaining core job responsibilities.Supported private equity and real estate research teams as the primary resource in navigating back-end document management system. This strategic proficiency optimized workflow, leading to a significant reduction in turnaround time for client deliverables. Show less