Josalyn Mayfield

Candidate Information

Email: [email protected]

Phone: +12672053353

Salary Expectation: $80K/YEAR+ Benefits

Skills: investment and financial services.

Current Location: Atlanta, Georgia

Willing to Relocate?: NO

Relevant Experience: 10

Work Authorization:

Highlights: • Seasoned finance professional with over 10 years of experience in investment and financial services. Skilled in client operations, account opening/onboarding, financial reporting, portfolio management, operational decision-making, financial transactions, compliance oversight, day-to-day operations, and cross-functional collaboration. Ensures smooth operations and delivering exceptional client service, led complex operational processes, managed hedge fund relationships, performed due diligence, and supported high-impact financial initiatives.
Managed portfolios and alternative investment funds, consistently providing financial insights that drive strategic decision-making. Technically proficient in Microsoft Suite, DocuSign, Orion, BOX, and CRM platforms. Delivered financial insights to senior management and clients, enhancing operational decision making. Managed portfolios from $1M - $500M across clients and Alternative Investment Funds.

Resume: View Resume

Cover Letter: View Cover Letter