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Successfully negotiated and managed the fund's line of credit, ensuring adequate liquidity for investment activities and optimizing the capital structure. Spearhead crypto investment research and diligence, acting as the firm's thought leader in digital assets and demonstrating strong familiarity with the crypto ecosystem. Prepared memos and financial presentations for the Board of Directors. Developed and implemented processes for data integrity in portfolio software, enhancing transparency, minimizing operational risk, and preparing the function for enhanced compliance standards. Collaborated with legal and compliance teams to facilitate seamless funding of private market transactions, managing reporting for a $700M+ AUM portfolio.

Launched and oversaw the operational build-out of a $2.5B+ private equity fund of funds administration service, demonstrating the ability to develop systems and processes for automation and scalability. Partnered with technology teams to prioritize and implement software enhancements and developed custom reporting solutions for a family office, overseeing $80B+ in assets. Managed complex assets spanning 120+ portfolios across multiple entities, gaining experience with treasury/fund administration frameworks.

Launched and oversaw the operational build-out of a $2.5B+ private equity fund of funds administration service, demonstrating the ability to develop systems and processes for automation and scalability. Partnered with technology teams to prioritize and implement software enhancements and developed custom reporting solutions for a family office, overseeing $80B+ in assets. Managed complex assets spanning 120+ portfolios across multiple entities, gaining experience with treasury/fund administration frameworks.

Drove the adoption of scalable technology solutions by automating reporting processes and streamlining operations via an e-signature authorization process, significantly improving efficiency and accuracy. Successfully oversaw a critical client custodial transition, demonstrating the ability to manage and maintain relationships with financial institutions (banks/custodians) and negotiate smooth transfers of assets. Designed advanced investment models for projecting client market values, industry exposure, and cash activity, showcasing proficiency in financial modeling and forecasting.

Drove the adoption of scalable technology solutions by automating reporting processes and streamlining operations via an e-signature authorization process, significantly improving efficiency and accuracy. Successfully oversaw a critical client custodial transition, demonstrating the ability to manage and maintain relationships with financial institutions (banks/custodians) and negotiate smooth transfers of assets. Designed advanced investment models for projecting client market values, industry exposure, and cash activity, showcasing proficiency in financial modeling and forecasting.