Kory Reed
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Kory Reed  new_releases

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Associate
California, United States

Contact Kory regarding: 

work
Full-time jobs
Starting at USD120K/year

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Résumé

Jobs verified_user 0% verified
  • H
    Associate - Operational Due Diligence
    Hall Capital Partners
    Dec 2020 - Current (4 years 6 months)
    www.linkedin.com/in/kory-reed/ • Perform due diligence, review legal terms, communicate best practices, evaluate operational risk, and write recommendation memoranda to present to the Firm's Investment Committee for potential investments across multiple asset classes and fund structures. SKILLS • Successfully negotiated changes in Fund terms with numerous GPs in relation to Leader management fees, incentive fees, key person terms, and liquidity / distribution provisions. • Took a hard stance on a Private Equity manager who was charging highly off-market fees Adept in leadership positions, takes which resulted in a de-recommendation / manager exit and a reallocation of capital to other initiative, and inspires others. i
  • H
    Operational Due Diligence Analyst
    Hall Capital Partners
    Sep 2018 - Dec 2020 (2 years 4 months)
    Strong interpersonal, written, and • Worked with the Firm's Absolute Return, Private Equity, Public Equity, and Real Asset verbal skills. Ability to influence teams to approve 100+ funds for client investment. internal and external partners. • Acted as the primary liaison with six of the Firm's largest Absolute Return managers and all of the Firm's Real Asset managers, where our clients hold an aggregated total of over $5bn Data Analysis in current market value. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ • Created and ran a bi-monthly report of all the Firm's impending client transactions and Effective in solving problems with communicated hard deadlines and reminders to various client teams and individuals. This creative insight and analytical sk
  • Santa Clara University
    Assistant Financial and Investment Analyst
    Santa Clara University
    May 2017 - Jun 2018 (1 year 2 months)
    enhance future projects. • Assisted in the accounting and analysis of the University's investments. Technical o Prepared monthly reconciliations of the University's different investment funds. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ o Contributed to journal entry preparation and uploaded the entries using Oracle's Proficient in Microsoft Office, Excel, PeopleSoft financial management software Word, PowerPoint, and Salesforce. o Ran nVision reports from PeopleSoft to check beginning balances of particular funds. • Created the University's Investment Cost and Market Value spreadsheet to estimate capital balances using quarterly financial and capital statements of the school's investments ACTIVITIES • Tracked capital calls and distributions of
Education verified_user 0% verified
  • Imperial College London
    FIE Business Internship Study Abroad Program
    Imperial College London
    Jan 2017 - Mar 2017 (3 months)
  • Santa Clara University
    B.S. Finance
    Santa Clara University
    Sep 2014 - Jun 2018 (3 years 10 months)