Understanding of key M&A deal dynamics, transaction process, transaction legalese, etc.
September 01, 2022
Provides timely written or oral reports of analysis and recommendations to Investments staff and management.
October 24, 2022
Review VC fund offering materials, quarterly reports and accounting records for various data points.
January 04, 2023
Supports Investment Principal as they work with business leaders to prioritize and proactively drive strategic investment led by our strategic vision, including assisting with market intelligence and preliminary modeling as well as outreach and cultivation of targets.
January 25, 2023
Demonstrated ability to evaluate and monitor investment managers & strategies (active and passive) with experience in conducting on site diligence.
March 04, 2023
Assists with researching or researches the causes of and reconciliation of complex financial holdings, performance and other investment data discrepancies on a daily, monthly, quarterly, and annual basis with accounting, custodian, and other investment systems for public and/or private markets.
March 13, 2023
Works well individually, and in teams, shares information, supports colleagues and encourages participation.
April 01, 2023
Prepare detailed reports of audit findings, recommend changes in operation, as appropriate, and complete assignments in an efficient manner with sufficient attention to detail to ensure accuracy and thoroughness of coverage.
April 18, 2023
Acts as a resource within the assigned business unit to problem-solve for complex issues with clients, counterparties and other internal teams.
April 26, 2023
