Manages the portfolio of equity allocations to multiple external managers globally, with exposures ranging across public equity, private equity and hedge funds.Previously part of the Risk Management & Asset Allocation team, assisting in managing multiple aspects of investment risk and strategic/tactical asset allocation for the Margaret A. Cargill Philanthropies investment portfolios.

Responsible for leading the investment process of E&F clients to further the mission of the organization; by working closely with internal staff, Board members and the Investment Committee as it relates to the management of their investment portfolios. Focus areas include creation of the investment policy, target asset allocation, portfolio construction and manager selection.

Senior analyst part of a fundamental equity growth strategy. Responsible for evaluating end markets, market cycles and corporate strategies for equity investment through a fundamental bottoms up investment process. Investment process involved analyzing industries, creating financial models, performing company due diligence and conducting management meetings which resulted in development of investment thesis and trading strategies. Instituted an investment risk/reward framework that was used in determining stock weighting and trading strategies across the portfolio.

Assisted portfolio manager and three senior research analysts for $1 billion long/short technology focused hedge fund. Conducted industry analysis, idea generation, development of investment thesis, financial modeling, due diligence, company management meetings and day to day operations of trading and monitoring of event/market risk.

Assisted chief market strategist Brian Belski in all aspects of research investment process. Performed economic and equity market analysis, earnings modeling, economic sector growth and valuation analysis. Assisted in the publication of economic and strategy research reports.