Oversee externally managed fixed income investments, manage use of derivatives, and support the asset allocation process.• Oversee $2 billion+ of externally managed fixed income assets including bank loan, CLO, and Structured (MBS/CMBS) mandates. Maintain relationships with external managers and actively monitor market conditions, portfolio positioning, and performance/attribution.• Develop asset allocation recommendations vs strategic target weights that are expected to contribute to portfolio outperformance considering fundamental, technical, valuation, and other market factors. • Utilize treasury and equity index futures overlays to maintain duration positioning and equity allocation consistent with targets for assigned portfolios. • Present quarterly results of hedge activity to the Derivative Risk Committee and ensure compliance with the Derivative Use Plan.• Established operational capability for all permitted hedging strategies including use of futures, swaps, and options spanning equity, interest rate, credit, and foreign exchange risks. • Support periodic development of strategic benchmark/asset allocation target weights based on changes in capital market assumptions or organizational risk tolerance.

Investment subject matter expert in the Controller group responsible for results analysis, SEC reporting, accounting policy, derivatives, and integration of new asset classes across Erie’s investment portfolios.

Lead hedging program for commodity/foreign currency risks from global business operations. Manage bank counterparty relationships and derivative accounting. Support financing activities (bank credit agreements, public debt, foreign subsidiary credit lines, lease financing) and broader treasury operations.

Support capital markets activities including bank credit facilities, term loans, public debt issuance, receivable securitization, interest rate risk management, debt/interest expense forecasts, and the closing of the company’s $8 billion leveraged buyout (LBO) transaction in January 2007.

The FLDP program combined three years of rotational experience in the Lucent Finance organization with graduate business education from Babson College. Job rotations included Corporate Financial Planning & Analysis , Corporate Treasury – Cash Management , Wireless Segment Controllers Group, and Contract Management.