- Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward.
- Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources.
- Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues.
- Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal.
- Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis.
- Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls
Microsoft Excel