Katie is a Senior Finance Analyst responsible for assisting the Assistant Director of Finance with financial reporting, accounting and budgeting for various funds.
Katie was formerly with SS&C Technologies in the capacity of an Assistant Manager working in fund administration, where she gained a broad knowledge of fund operations and specialized in private equity funds. She was in charge of monthly NAV and waterfall calculations, generating distribution and capital call notices.
Katie graduated from University of Toronto Rotman, Commerce. She holds CPA, CGA designation.