Shane Crea, Caia Email & Phone Number

New York, Ny, Us

Chicago, Illinois, Us

• Serves as primary liaison between Northern Trust’s Investment Risk and Analytical Services group and my clients’ investment team.• Oversees and presents performance, ex-post and ex-ante risk measurements, private equity return ratios, and various other metrics for asset owners with assets under management of $300 million to $50 billion.• Delivers consultation and performance reporting analytics for an average of 15-20 clients with a combined assets under management of approximately $122 billion. • Successfully transitions clients from legacy software platforms to new analytical systems through in-person and web demonstrations. • Presents and cross sells additional data focused analytical tools that aid in monitoring client investments according to the objectives stated in their investment policy statement. • Consults clients on the proper benchmarks for various investments and asset classes.• Executes project management of onboarding new client portfolios, creating advanced reporting that aligns with client requirements and feedback, and implementing workflow and delivery process changes. • Collaborates with various business units and subject matter experts to consult on identified problems and opportunities and delivers a concise and accurate response to client inquiries. • Fosters client relationships and trust by consistently delivering high-quality reporting and consultation. Travels to clients’ locations for rapport building and service review.

Denver, Co, Us

• Oversee and direct satellite office operations consisting of $4 billion in assets under administration.• Manage and mentor dynamic team of 7 professionals. Assign and allocate responsibilities, set deadlines, implement procedures. • Collaborate with Portfolio Accounting, Investor Servicing, and Senior Management in Boston, Denver, Seattle, and Toronto.• Responsible for recruiting, hiring and training new employees. Deliver performance reviews and develop and empower talent to continuously improve processes.• Administer, implement, and manage financial reporting for 250+ funds across entire Alternative Investment Administration group.• Operate and produce software updates for proprietary allocation software.• Developed and implemented innovative invoicing process that enabled timely delivery of data to corporate office via SQL database.• Established production schedule utilized by 70 employees to efficiently organize and supervise workflow and client data.• Created strategic software and processes to review 3,000+ NAVs annually.• Developed automated performance reporting tool used for marketing by 100+ client funds. • Reporting includes: •Historical and distribution return graphs •Sharpe, Sortino, and other risk/return metrics •Alpha, Beta and other regression analysis

Denver, Co, Us

* Hire, train, and manage new fund administrators * Developed historical performance reporting software with Excel user interface and SQL Server back end. * Manage company website content. * Collaborate on creation of SQL Server CRM/Production Tracking tool for company wide operations. * Manage and update proprietary performance reporting software.

* Trained new employees on proprietary partnership accounting software system * Administered the accounting for domestic, offshore, master-feeder, and fund-of-funds * Assisted independent auditors with field work, tax reporting, and financial reporting for 100+ hedge fund fiscal year audits

* Performed monthly income allocations for $1 Billion in assets * Build client specific reporting tools * Managed the general ledgers for domestic, offshore, fund-of-funds, and master-feeder funds * Maintained client relationships

Managed $500,000 in revenue * Developed SQL Server 2005 database with MS Access user interface * Managed the accounting, financing, and tax preparation