Investor Relations - Venture Capital or Hedge Fund
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Over 15 years in finance in a variety of client service, operations and support roles including supporting the CEO/Founder, investor relations, sell-side equity research, research library management and technology. Organized, detail-oriented and personable with the ability to work independently, remotely or as part of a team. Bachelors/Masters in Math/IT (MSISS) and additional degree in Occupational Studies.
Competed at a high level in various sports including running, triathlon, hockey and cricket.
Head of Investor Relations, Teamworthy Ventures (2017-current)
-Head of Investor Relations at a US venture capital firm and manage all aspects of Investor Relations, Human Resources and Operations
-Four venture capital funds: responsible for all operations, reporting, admin, audit & tax. Implemented and maintain our investment portfolio and valuations via Carta and Aumni
-Manage internal compliance and Human Resources via Justworks
Head of Investor Relations, Zimmer Partners, LP (2007-2016)
-Head of Investor Relations at $3+ billion investment manager with three long/short equity, energy-focused hedge funds
-Implemented CRM to track all communications, investor balances, compliance and capital activity (subs/reds) and maintained all investor materials: presentations, DDQs, risk reports, letters & coordinated with investment, operations, administrator & other teams as necessary
Management Science & Information Systems Studies, B.A. (Bachelor’s) & M.A. (Masters)
Trinity College Dublin, Ireland
Key subjects: Math, Statistics, Physics, Operations Research, Forecasting, Systems
Occupational Studies, A.O.S. (Associate in Occupational Studies), Swedish Institute, New York
Key subjects: Anatomy & Physiology, Pathology, Neurology, Clinical Strategies
