The Riverstone Group, LLCInvestment Operations Manager
Jun. 2007 - Jul. 2012Richmond, Virginia AreaResponsible for all operational functions for alternative investment portfolio. Conducted operational due diligence on existing and prospective investments. Assisted in preparation of Investment Committee and Board presentations as well as recommendations on the investment portfolio. Oversaw data management, portfolio accounting and performance reporting, and coordination between legal/accounting/investment departments. Primary contact for managing service provider relationships. Major Accomplishments: - Designed, implemented and oversee Operational Due Diligence review process with primary focus on legal review, audit and compliance procedures, third-party service provider verification and valuation and trading policies - Coordinated and oversaw regulatory review of Dodd-Frank implications on multiple investment portfolios and for ensuring compliance by all external managers - Established internal processes for direct investments including opening and maintaining multiple brokerage accounts, trading and counter-party monitoring - Designed and constructed proprietary internal risk models to track aggregated quantitative and qualitative exposure data such as geographic & sector exposures, return profiles, legal, counterparty, and FAS 157 valuation monitoring - Worked directly with Chief Financial Officer to implement and maintain audit procedures for investment office - Successfully revamped 401k plan including oversight of platform conversion and implementing on-going education program for ~2,000+ employees - Designed and oversaw digitization of office filing system while simultaneously implementing standardized investment office protocols