Launched a portfolio monitoring and fund performance solution. Cloud based SaaS solution targeting private equity and venture capital fund managers (>$6B TAM). Achieved ARR (licensing revenue) growth of 300%. Collaborated with sales and product teams to: define product strategy; integrate partnerships, collect competitive intelligence, and forecast revenues. Lead a team of business analysts, product owners and engineers to define product roadmap, development partnerships with 3rd party technology providers, and scope new features.

In 2020 Portfolio Construction Services consulted on ~$30Bn in total AUM across >3,500 financial advisor portfolios over 30,000 portfolios analyzed. Coordinated successful product launches resulting in $3.7B sales impact and +30% sales growth YoY. Products & initiatives launched: Portfolio construction thought leadership content (reaching 1000s of financial advisors); Translated customer requirements into workable features and collaborated with crossfunctional teams to scope, design and launch new features.; Mining advisor portfolio data to uncover trends in investor allocation changes.

Client facing portfolio manager on a high performing team with over $4Bn in AUM. Investor base included family offices, foundations, and UHNW clients. Achieved 30% annualized increase in account growth as the manager of a multi-asset class income portfolio. Drove capital commitments that resulted in a 218% boost in fee revenue from customized portfolio solutions, private debt funds, private equity and hedge fund strategies.

Multi-faceted role on a fast-growing team. Spearheaded $350M of convertible debt new issuance and led convertible debt research. Marketed trading strategies that resulted in commitment of $100M+ in internal capital. Recruited/mentored quants and traders for the team, growing headcount from 3 to 12 in 20 months. Developed trading strategies across equities, options, and corporate bonds. Slashed operating expenses by $100,000 annually by leading process improvements.

Made key contributions for a firm that specialized in emerging market high yield bonds. Responsibilities included book building and road shows on over $800M of new debt issuance in less than 6 months. Traded $50M+ of high yield emerging market bonds, mostly new issuance. Clients included family offices, hedge funds, and private bankers in Latin America. Provided market commentary (in Spanish) and indicative pricing on >30 Latin American issuers.

Corporate restructuring advisory achievements included: advising private equity investors during a $375M CMBS debt restructuring then the resulting $115M asset sale; and consulting C-level executives of the 3rd largest retailer in Mexico on cash flow forecasting. Restructuring activities included: analyzing restructuring plans, preparing 13-week cash flows, valuing distressed debt, and financial modeling.

Executed over $15B in US dollar re-purchase trades with various foreign central bank clients. Marked to market interest rate swaps and monitored credit risk for unwinding trades with hedge funds.Conducted multi-asset correlation risk analysis, and providing repo pricing to institutional clients.