Verified recordFinancial Services

Donovan Simon

Senior Investor Services Analyst at Gen Ii Fund Services

Based in Denver, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Denver

Industry

Financial Services

Company size

1.8K

Contact information

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Email

1 credit

d•••••••@gen2fund.com

Phone

5 credits

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Background

About Donovan Simon

Graduated with a Bachelor of Science in Business Administration and Management from Adams State University. Senior Investor Services Analyst with 3+ years of progressive experience in private equity fund administration, specializing in high-stakes investor reporting, data integrity, and compliance. Proven ability to manage multi-fund investor communication, mitigate data risk during sensitive financial distributions (Capital Calls, K-1s), and serve as a key liaison for external auditors and high-net-worth investors. Highly proficient across a diverse technology stack including Allvue, Investment Café, InvestorFlow, and Salesforce. Commended for embodying company values and contributing to workflow efficiencies (2023 In Kind Award).

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