Named portfolio manager for 12 multi-asset mutual funds with $9 billion in assetsResponsible for manager due diligence, asset allocation, and fund change recommendationsPartner with risk management, legal, compliance, and external fund subadvisors to ensure funds meet all client needsManage daily cash flows, including collateral for managed volatility process, and rebalancesProgrammed revisions to cash flow analysis tool to automate parts of the process, leading to increased efficiency and reduced chance for errorsPrepare and deliver recommendations and updates to senior management and fund boardCultivate and maintain relationships with asset manager contactsMember of working group formed to recommend risk reduction strategies to CFO in response to COVID-19 related earnings volatilityDeveloped hedging strategy which will reduce company’s risk exposure by about $5m/year

Interviewed asset managers from nearly thirty investment firms for $10 billion 401(k) lineupPresented lineups and provided investment consulting to external plan sponsors Built and maintained relationships with numerous fund partnersAuthored quarterly commentaries, investment write-ups, and asset allocation white paper

Analyzed mortgage loans for purchase and sale for in-house investment unitAdvised traders on purchases, sales, and securitizations of loansMaintained and updated discounted cash flow pricing models used for asset valuation

Provided marketing support and fund analysis for financial advisors

Provided investment guidance within investor service center