- Built out new department of project management- Direct support for global Chief Operating Officer in business management role - Managed strategic initiatives to identify synergies and implement improvements for business unit with over 700 professionals, and over $500 billion in assets - Wide ranging and high impact projects and business analysis, spanning the areas of Compliance, Operations, Risk Management, Reporting, Client Service, etc.- Product Manager for long/short products, responsible for all business aspects of the strategies- Co-lead function that sets fee schedules for all new investment mandate proposals and renegotiations with existing clients- Lead project manager for business integration of $100 billion Japanese asset management company

- Directly support global Chief Operating Officer in business management role- Manage strategic initiatives to identify synergies and implement improvements across two business units with 300 professionals, totaling over $30 billion in assets - Process and protocol changes have yielded improved profitability and control systems

- Led cross-functional team in creation of best-in-class report templates for single manager and fund of hedge funds businesses- Managed implementation of reporting process improvements, ensuring respective technologies were achieving intended controls and efficiencies - Designed and created suite of marketing materials (due diligence questionnaires, business overviews, product presentations and monthly reports) for the single manager and fund of hedge funds businesses- Solely managed A&Q’s client servicing for UBS Wealth Management America’s non-US business

- Primary external contact for all client service-related aspects of the single manager hedge fund business - Created and managed production of single manager product marketing materials: presentations, monthly reports, standard due diligence questionnaires- Completed several RFPs and due diligence questionnaires from single manager institutional client prospects

- Analyzed the equity new issue market to advise clients on the best common stock financing alternatives with respect to structure, size, liquidity, aftermarket return on stock, target institutional / retail ownership and marketing- Participated in the origination and execution of over 75 equity transactions per year, across a variety of industries