Jack Leahy
Investor Services Analyst at Gen II Fund Services
- Role
- Investor Services Analyst at Gen II Fund Services
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jack Leahy
Compliance:20••••59/
Experience
Investor Services Analyst
Jan 2024 — Present · Denver, CO, US
Collaborating with internal and external teams to process deliverables for all clients. In charge of preparing postings for quarterly financials, annual tax documents, capital calls, distributions, and other documents for clients around the world. Working within a silo that delivers high-quality services to the firm\'s largest clients (audit confirmations, form 5500 schedule Cs, management fees, investor statistics, ITD & IRR cash flows, and other deliverables). In charge of helping manage client inboxes to maintain a high-quality relationship between the company and the client. Trained international teams on bespoke Investor Relations processes to streamline preparation for the Denver office. Working closely with client service teams and their clients to ensure deliverables are both accurate and posted to client portals, providing exemplary client experiences.
Education
The London School of Economics and Political Science (LSE)
Certificate, Managerial Finance
2019 — 2019
University of Colorado Boulder
Master of Science - MS, Banking, Corporate, Finance, and Securities Law
2022 — 2023
University of South Carolina
Bachelor of Science in Business Administration, Finance & Entrepreneurship
2017 — 2021
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