Experienced Research Associate specializing in data entry and in-depth research, with a focus on analyzing global institutional investors—tracking capital strategies, fund types (PE, VC, credit, hedge), and sector preferences to support deal teams, founders, and consultants. Delivers fast, precise insights for investor profiling, lead lists, and strategy analysis.
Additional Skills & Experience:
Healthcare Insurance Support: Claims submission, patient benefit verification (deductibles, MOOP, coverage).
Lead Engagement: Qualifying inbound leads via Instagram DMs and booking high-converting appointments.
Customer Service & Tech Support: Resolving inquiries via email/chat/call and guiding users through troubleshooting.
