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Megan Black

Address: 32 Symphony Road, Apt #7; Boston, MA 02115 Cell Phone: (678) 429-6362 E-mail:


Northeastern University

The Masters School The Westminster Schools

Candidate for Bachelor of Science in Business Administration May 2014 Concentration: Accounting GPA: 3.4 Activities and Honors: Club Swim Team, Choral Society, Chamber Singers, Finance and Investment Club, Dean’s List, Recipient of The Excellence Scholarship

Boston, MA

Dobbs Ferry, NY Atlanta, GA

Professional Experience
Windrose Advisors
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Westwood Global Investments, LLC
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Investment Associate July 2013-present Perform research and due diligence on private equity investments and fund managers Review, track, and analyze cash inflows and outflows from private equity and alternative investments to reconcile valuation and performance calculations Optimize strategy for presenting to prospective clients: o Evaluate current financial statements and investment portfolios to identify strategic weaknesses o Create customized asset allocation using investment platform and the client’s specific needs o Develop detailed cash flow and portfolio value simulations for each client based on investment scenarios Analyze investment strategies and returns of platform managers versus benchmark managers

Boston, MA

Westwood Global Investments, LLC

Consultant July 2012-June 2013 Managed international tax benefit project which included: researching the tax law, studying the application requirements for the classifications of investor entities, creating informational and instructional documents to disburse to clients, banks, family offices and consultants, and fielding questions via telephone and e-mail Designed and conducted compliance testing to improve internal controls and enterprise risk management Researched new laws and regulations and constructed policies to ensure firm-wide compliance Fund Accountant and Research Analyst July 2012-Dec. 2012 Created full scale financial models and investment theses for emerging markets equities in the steel industry: o Conducted thorough research of international steel market dynamics and financial statements of individual companies o Led conference calls with CFOs and Investor Relations Managers o Presented conclusions to the Portfolio Managers and the Senior Investment Analyst of WGI Audited and managed, on a day-to-day basis, three separate accounts and one co-mingled fund Prepared mid-month and month-end reports which included: custodian market value reconciliations, portfolio turnover reports, interest reports, and variance analysis

Boston, MA

Boston, MA

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Swim Atlanta Pool Management, Inc.
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Pool Manager March 2011-Sept. 2011 Managed all day-to-day operations at Hanover West Pool and Tennis Club in Atlanta, GA Served as liaison between Hanover West Board of Directors and Swim Atlanta Pool Management, Inc. Supervised and scheduled all lifeguards assigned to Hanover West Pool Awarded Pool of the Month June 2011 by Swim Atlanta Management, Inc

Atlanta, GA

Skills and Interests

Computer Skills: Proficient in: MS Office, Sage ACT!, Advent Axys, Charles River, Zephyr. Familiar with: MS Language Skills: Conversational in Spanish Interests: Opera, philosophy, literature, travelling, geology
Access, HTML, JavaScript, SQL. Exposure to: Oracle, Peachtree, NetSuite, Adobe Photoshop

References Available Upon Request