Veronica Cirelli Email & Phone Number

New York, Ny, Us

Boston, Ma, Us

Manage workflow for client requests and RFPs. Review and provide feedback on performance and benchmarking data prepared by analyst team for quarterly client requests and RFP requestsDelegate quarterly deliverable tasks to analyst and associate teams to ensure accuracy and timeliness of data, and work with Client Service and Marketing to manage client expectations appropriately

Boston, Ma, Us

Daily tasks included working on complex LP/Client Requests and models, RFPs, benchmarking analyses against public indices (PME), and performance reporting (fund and company level)Worked closely with Marketing, Client Service, Investment, and Accounting Teams on Quarterly Fund Reporting process which includes performing fund audits and reviewing client reports, as well as creating quarterly fund composites and cash flow modelsLean Six Sigma Yellow Belt Certified – Ability to build dashboards and implement process improvement through use of automation tools to measure relevant KPIs; experience in documenting processes and procedures as well as training new hiresProficient in benchmarking tools - Cambridge, Burgiss, Preqin, Pitchbook

Boston, Ma, Us

Focused primarily on maintaining portfolio level data and fund reporting as well as quarterly receipt of financial statementsUpdated financial data in eFront for over 100 partnership portfolios each quarterLead miscellaneous projects within the Portfolio Analytics Group involving data cleanup, new hire training, capital call and distribution processing and operational due diligence

London, Gb

- Livingbridge is a UK headquartered, mid-market private equity fund with $2B in AUM and offices in the US and Australia to support an international investment strategy- Perform extensive research and analysis using data tools such as PitchBook to identify viable US PE investments as well as bolt-on acquisition opportunities for Livingbridge’s current portfolio of assets- Work closely with the London research team while simultaneously bridging the gap between US and UK teams to evaluate cross border M&A opportunities through market mapping exercises- Support US team in setting up the Boston office by managing daily activities such as expense reporting and project management

Cambridge, Ma, Us

-Worked at Cambridge Savings Corporate Headquarters in Harvard Square.- Constructed multiple spreadsheets to organize past cash orders, customer accounts, relationship profiles, etc, researched competitors' products and rates- Learned to work with software such as Management Planning and Control (MPC) Budgeting Software and DNA - Worked closely on a project with Retail Department to analyze the bank's annual income from account fees- Collaborated on an intern-led project involving data collection and interviews with senior management across the entire company- Attended several events such as a Bank Fees and Services Webinar, Volunteer Day at Cradles to Crayons, CSB Young Alumni Networking Event, "Telling Your Story" personal branding seminar, and a discussion panel with CSB Senior Management

Tokyo, Jp, Jp

- Operated office equipment, such as voice mail messaging systems, and used word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.- Recorded patients' medical history, vital statistics, or information such as test results in medical records.- Prepared correspondence and assisted medical scientists with preparation of reports, speeches, articles, and conference proceedings.

Bachelor’S Degree, Business Administration, Finance

High School, Advanced Regents Diploma