Muller & Monroe Asset Management, LLCProject Manager
Nov. 2016 - Aug. 2017Greater Chicago Area• Worked with the investment team by overseeing the portfolio database, sourcing potential fund investments, monitoring existing funds and completing investment memos.
• Handled the ongoing operations of the sales & marketing team by researching potential sales targets, preparing target review packages, writing and delivering all internal and external communications and marketing materials, responding to RFPs and organizing and executing the annual fund-of-funds meeting.
• Supported the back office by streamlining the functionality of various high-level systems, creating new processes and guidelines, and training staff on new and updated protocols.