- Manage and complete all trading functions for $10B+ of the Discretionary Team's AUM across 25-50 clients, primarily overseeing Private Wealth and Pensions- Monitor all cash reconciliations and cash forecasting reports completed by the reconciliation team- Review all holdings reconciliations completed by the team to ensure all portfolios are accurate- Serve as primary contact for all trading with Hedge Fund Managers, Private Equity Managers, and custodian banks for all executed orders, as well as internal consulting and research teams- Develop process improvements for the operational team workflow- Train all new trade support analysts, and provide on-going advice, guidance, and best practices

- An investment consulting firm providing operational services to emerging investment management firms- Reconcile Net Asset Valuation reports prepared by administrators to internal data and broker statements- Prepare monthly valuation report for private biotech hedge fund

- Joined PAG team on two large successful interdepartmental projects- Co-led testing of reporting automation, saving 35 – 40 hours of reporting work per week- Handled performance and attribution report requests, allowing another employee to take time off

- Assisted the management team in establishing an operational roadmap for best practices- Produced and maintained client databases for capital raising from institutional investors- Developed and presented client database and marketing tools to Race Rock representatives

- Worked with Director of Fund Operations on automated investor statement distribution- Used Microsoft VBA to link Excel, Word, and Outlook to automate emails to clients

- Worked with Senior Portfolio Manager using Tactical Asset Allocation to build a regime investment model with ETFs and back tested model over 30 years- Optimized model using iterators to achieve optimal weightings of asset classes- Integrated a risk model based on market turbulence to focus on maximizing Sharpe Ratio