Simran Chopra, Mba Email & Phone Number

- Oversee project management activities to ensure timely and budget-compliant completion of multiple projects.- Produce monthly, quarterly, and annual financial and operational performance reports and models.- Lead strategic process improvements to enhance operational efficiency and improve team productivity.- Develop customized presentation materials and manage performance metrics using selected KPIs.- Conduct due diligence on potential investor relationships to secure new high-value investors while filtering out unsuitable ones.- Manage daily wire operations and cash reporting with high level of accuracy.- Review and verify company data for accuracy to create comprehensive reports for internal and external stakeholders.

Greater New York City Area

- Ensured accuracy in accounting and customer relationship management information, resulting in a 95% reduction in reconciliation errors.- Created portfolio management reports for investment performance analysis, optimizing reporting efficiency by 30%.- Implemented software and key processes to handle specific operational and reporting requirements of the alternative Implemented software and processes for handling operational requirements in alternative investment, reducing processing time by 25%.

San Francisco Bay Area

- Conducted due diligence on venture capital and private equity opportunities, analyzing 50+ investments annually.- Prepared investment recommendations and presented them to executive committees, resulting in a 20% reduction in investment decision time.- Designed investment reporting packages for internal and external stakeholders, enhancing investor satisfaction by 35%.

Greater Los Angeles Area

- Managed multiple marketing and client presentations and deliverables for $76.0 billion alternative investment asset manager, focused on addressing direct client queries and information requests, ensuring the accuracy and completeness of all responses and delivering timely solutions.- Proactively interacted with key functional areas ensuring client requests were efficiently addressed by relevant departments.- Involved in on-going performance calculation and evaluation and designed reporting visuals, enhancing the client experience.

San Francisco Bay Area

- Managed investment accounting and reporting for complex, diversified $3 billion alternative investment portfolio.- Designed comprehensive quantitative and qualitative reporting packages, addressing senior stakeholder information needs, ensuring optimal transparency and clarity on the portfolio’s financial and operational performance.

San Francisco Bay Area

- Analyzed data and identified trends, utilizing Excel spreadsheets and writing formulas to extract needed information.- Produced recommendations to address security and performance gaps, including credit card information vulnerabilities, and authored and delivered PowerPoint presentations to convey findings to clients.

San Francisco Bay Area

- Created comprehensive, in-depth reporting package focused on performance, financial information and attribution covering complex multi-billion-dollar institutional investment portfolios, ensuring timely delivery to multiple senior-level stakeholders.- Ensured completeness, accuracy and validity of data through review and analysis, including benchmark analysis, investment performance evaluation and audit procedures on investment portfolios, enhancing reporting process and client satisfaction.

San Francisco Bay Area

- Researched privately held companies and alternative investment organizations, contributing to the development of market-leading analysis products.- Led high-level analyses of departmental processes, implementing improvement strategies and generating efficiencies.

Education record

Education record

Education record