Kristin Ross

Analyst @StepStone Group

CA

Identify opportunities for workflow automation, driving increased efficiency and effectiveness. Develop and foster strong stakeholder relationships through proactive communication and collaboration, championing a cultural shift towards collaborative problem-solving. Train end-users on new standard operating procedures (SOPs) and host demos to promote adoption of new technology solutions.Design and implement SharePoint lists to facilitate cross-departmental collaboration, leveraging Power Automate to streamline manual processes and incorporate automated approval workflows. Continuously enhance and optimize these solutions to improve efficiency and effectiveness.Utilize Power BI to effectively assign tasks to team members and closely monitor progress, regularly reviewing completed work to ensure quality and timely delivery.Oversee and maintain a comprehensive financial database including investor attributes, cash flow data, valuations, secondary purchases, underlying holdings, and more, ensuring accuracy and completeness from the GP level down to the underlying holdings. Monitor the deal pipeline and set up fund-level data for secondary purchases, continuation vehicles, and co-investments, ensuring accurate and up-to-date information for current and potential investors. Collaborated with the legal and investment teams to draft clear and concise amendment recommendation letters, outlining key considerations and providing guidance to LPs on whether to vote in favor or against the proposed changes to their Limited Partnership Agreement. Completed professional training in building impactful Power BI dashboards, incorporating SQL and DAX for advanced data modeling and analysis.Leveraged the Diligence Vault platform to initiate and successfully execute quarterly campaigns, targeting 800+ contacts per project per quarter.

San Diego State University-California State University

Bachelor of Science (BS), Finance, minor in Writing