Kelly Ku

- Manage report output and actively monitor the team's productivity - Maintain and review the Investment and Operational Due Diligence coverage platforms - Manage projects in collaboration with Software Developers, IT, Data Team, Client Service Team - Create and develop training manuals and tools to improve the team's workflow and output - Prepare key topics and overall agenda for quarterly performance reviews with the analysts - Assist Marketing Team with RFPs to highlight the HF IDD research

- Key contact and liaison for all Canadian clients' queries and requests - Provided training of Albourne's sophisticated tools to clients - Monitored and scheduled Clients’ Due Diligence requests and actively managed clients' budgets - Delivered client reports in a timely fashion, while checking for accuracy and quality - Promoted new contract offerings/services to clients and delivered leads to management - Advised clients of suitable add-on services and liaised with Legal to close deals

- Assisted with executing operational due diligence meetings and reviewing fund documents - Analyzed financial statements, offering documents, and other hedge fund literature - Wrote and produced clear, concise reports and specific recommendations to clients - Liaised with clients and hedge funds with respect to due diligence inquiries - Managed and executed projects to support and enhance the due diligence process