Simplify Asset Management was founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes clients are looking for.For more information, please visit https://www.simplify.us/

Contracted with a pre-Series A fitness tech company as Business Development and Strategic Partnerships Consultant:Establish strategy for business development and manage key partnerships with brands across hospitality, corporate wellness programs, consumer products and equipment makersManage special projects and new product development across business functions, including tech, design, sales, marketing and operationsCreate print, digital asset and video content for website and mobile apps, industry conferences, press releases and social media marketingManage talent agency relationships and negotiate paid promotion and brand ambassador advertising agreementsProvide support to the leadership team in developing an operations playbook, including the creation and documentation of processes and procedures

Member of the equities trading team covering strategies such as active equity long/short, multi-asset, quantitative and passive, across funds and separate accounts, for retail and institutional clients with total AUM exceeding $50B.Order management and trade execution of cash equities, ETFs and derivatives including swaps, futures and options. Structuring of equity total return swaps through evaluation and negotiation of financing, fees, commissions and deal terms.Implement portfolio manager strategy by rebalancing equity portfolios, investing cash flows, hedging delta, as well as monitoring risk and ensuring complianceCommunicate market intelligence to portfolio management teams, including macro, sector, and company-specific news, liquidity and flow themes, and sell-side trading color to assist in the investment decision processActively manage & develop strong working relationships with sell-side banks, prime brokers and securities lending desks to improve execution & coverage qualityCoordinate the in-house development of applications and models by software developers that streamline desk functions, minimize risk, and support trading & portfolio management needsConsultant to internal and external stakeholders on equity products, market structure, liquidity, transaction cost analysis and operational requirements for client servicing needs, business development and new account launches Present equity performance & positioning status updates to Portfolio Management, Product Management and Risk teamsManage junior analysts and associates, guiding them through training, skill and career development

Spearheaded the initial build and growth of the Operations group upon launch of the firm’s equity business. Streamlined processes between the trading platform and accounting systems. Designed models for portfolio reporting and hedging.

Led team responsible for providing corporate action and proxy vote due diligence & analysis to asset management clients. Established processes for reconciliation between counterparties & custodian banks and resolving settlement issues.