• Oversaw the performance reconciliation process for a technology-enabled service provider with clients such as single- and multi-family offices, investment advisers, and private trust companies• Refined performance outlier program that identified portfolios and securities that performed materially different from their benchmark• Coordinated with the Technology team by providing requirements for improvements in performance software and then testing the changes

• Supervised a team responsible for delivery of performance/risk and attribution reports to various areas in the bank, such as Portfolio Construction and Fixed Income Desks• Evaluated portfolio characteristics such as investment objectives, benchmarks and client-imposed restrictions to facilitate discussions with Portfolio Management• Implemented a customized Brinson attribution model for the Global Access Portfolios through the introduction of BISAM B-One• Managed the outsourcing of performance reporting for the Hedge Fund Advisory program to Harmonic Fund Services• Collaborated with Risk Management team to implement a Risk and Control Self Assessment program to map areas of high risk, ensure regulatory compliance, and reduce risk exposure

• Developed a business plan for a rapidly growing personal care company to enable management to focus on areas of growth• Built financial model to analyze expenses and forecast growth for use in presentation to potential investors• Managed expense projections and made recommendations for improvement saving the company thousands of dollars in the first quarter of rollout

• Performed analysis on retail and restaurant companies for a hedge fund and presented investment ideas to portfolio manager• Oversaw the due diligence process by interviewing company management teams, analyzing financial filings, sell-side research, attending investment conferences and creating financial models• Conducted channel checks across the country and evaluated consultant’s channel check research in order to improve estimates in financial models• Managed a $5 million sub-portfolio using a value oriented approach

• Analyzed 14 companies in the restaurant industry for a small cap sell-side research firm and discussed assessment of companies and sector with institutional clients and sales force• Wrote research reports and monthly updates and created financial models to give guidance to clients on restaurant industry• Reviewed trade publications and financial filings and interviewed company management teams to formulate investment thesis on stocks

• Supervised a team responsible for reconciling financial data to calculate portfolio performance for Private Banking clients• Implemented robust controls and exception reports to reduce the risk of distributing erroneous performance to prospective clients• Calculated statistics and created reports for senior management to make informed business decisions