Valeria provides administrative assistance to the CIO and Private Equity team members. Her primary responsibilities include: maintaining electronic filing database for research and investment files utilizing Tamale, entering investment cash flows into Northern Trust system, downloading documents from investment managers’ data rooms, tracking investment process and assisting with preparation of Investment Committee quarterly books. Regular interaction with the Legal and Finance Departments.
Valeria previously worked nine years at Grant Thornton (Valuation Division) in the Chicago, San Francisco and Philadelphia offices. While there, she served as SharePoint Administrator, Customer Relationship Manager (CRM) specialist, and conducted risk management and client billing. She was a member of the Culture Committee, served as Chairperson of the Administrative Peer Group, and was recognized for developing best practices. She also worked for 10 years at Bank of America as an Executive Assistant in Corporate Banking and on the Trading Floor; as a Production Specialist within the High Yield Division and supervised the floating administrative staff.
Valeria earned a Bachelor of Arts in Business from DePaul University.