sr portfolio associate at harbourvest partners@ HarbourVest Partners
Boston, Massachusetts, United States
William Morelli, CFA
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Northeastern University
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FlashIntel GPTWilliam Morelli, CFA is an Investment Analyst with 16.9 years of experience in the private equity industry. He is skilled in private company valuation and financial modeling. He holds an MBA from the D'Amore-McKim School of Business. William has worked at various companies, including HarbourVest Partners, Columbia Threadneedle Investments, State Street, and National Life Group. He has expertise in portfolio analytics, performance analysis, risk & control, and internal audit. William is based in the United States.
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About
Investment Analyst with experience working in the private equity industry. Skilled in private company valuation and financial modeling. CFA Charterholder proficient in investment analysis and portfolio analytics. MBA from the D’Amore-McKim School of Business at Northeastern University focused in Corporate Finance.
Work Experience
sr portfolio associate at harbourvest partners
Venture Capital and Private Equity Principals
William Morelli, CFA's Professional Milestones
- sr portfolio associate at harbourvest partners (2016-04-01~2019-10-01): Successfully collaborated on portfolio management strategies, optimizing risk assessment and ensuring compliance with regulatory requirements.
- Sr. Analyst, Valuation Analytics (2012-06-01~2016-04-01): Optimized valuation data analytics processes to identify potential insights and provide valuable insights for informed decision-making.
Education
Business,
Master Of Business Administration,
Masters,
Mba
2014-2018Skill
Excel
Performance Analysis
Financial Analysis
Private Equity
Private Placements
Valuation
Microsoft Excel
Investments
Bloomberg
Equities
Accounting
Financial Reporting
Mutual Funds
Financial Services
Venture Capital
Financial Modeling
Corporate Finance
Asset Management
Mergers And Acquisitions
Finance
Microsoft Office
Portfolio Management
Alternative Investments
Analytics
R
Modeling
Data Analysis
Capital Budgeting
Financial Statement Analysis
Certification
Colleagues
Jose De Jesus Hernandez
Chancellor
Greg Nowill
Director | Data Owner | Portfolio Analytics And Performance Measurement
Alicia Novak
Senior Vice President Deputy Chief Compliance Officer
David Rule
Senior Vice President Global Infrastructure | Chief Information Security Officer
Martha Vorlicek
Managing Director | Chief Operating Officer
Other Named William Morelli, CFA
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William Morelli, CFA works for HarbourVest Partners
William Morelli, CFA's role in HarbourVest Partners is sr portfolio associate at harbourvest partners
William Morelli, CFA works in the industry of Venture Capital and Private Equity Principals
William Morelli, CFA's colleagues are Jose De Jesus Hernandez,Greg Nowill,Alicia Novak
William Morelli, CFA's latest job experience is sr portfolio associate at harbourvest partners at HarbourVest Partners
William Morelli, CFA's latest education in Northeastern University
