David Smith, Cfa Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

SME supporting the Caissa Platform in client training/onboarding, sales opportunities, technical content creation, and product managementThe Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. The Caissa Platform.

New York City Metropolitan Area

Caissa, LLC merged with Burgiss in October 2021

New York, New York, United States

New York, New York

Washington D.C. Metro Area

• Provide 20 clients, including multi-billion-dollar relationships, with custom analysis supporting recommendations on fund manager selection, asset allocation, and spending policy
• Work closely with client staff at all levels, often with limited oversight from Managing Directors, on projects ranging from periodic Board updates to long-term asset allocation transitions
• Lead junior colleagues in conducting performance and risk attribution, economic and factor exposure analysis, scenario testing, and peer comparisons, using standard or custom models
• As lead associate on a new $5bn relationship, oversee the smooth transition of performance reporting services from the previous advisor, coordinating with client and internal Operations
• Outside of core responsibilities, contribute to official firm research by meeting or speaking with fund managers and publishing more than 40 memos (>35,000 words) visible to all employees
• As member of the Excel Team, maintain and develop models used across offices, lead training for Arlington new hires, and help colleagues worldwide troubleshoot models

Washington D.C. Metro Area

• Created customized monthly and quarterly reports detailing asset allocation, performance, risk, and exposures for 10-15 institutional and private portfolios denominated in various currencies
• Worked directly with both clients and internal investment teams to create custom analytics
• Found historical errors, communicated them to clients, and implemented solutions
• Automated manual monthly processes to save time and improve accuracy on key relationships
• Reviewed junior colleagues’ reports and provided training in best practices
• Co-led team creating 350 hedge fund factsheets each quarter across diverse mandates

• Analyzed the Northeast oil & gas market, conducting in-person and secondary research
• Collected data on economics of potential storage projects; communicated findings to team

• Led team researching changes in private company financing regulations
• Worked with portfolio company founders to create informational materials for investors

Washington D.C. Metro Area

• Marketed the firm's investment promotion services to executives
• Coordinated business development meetings with clients at trade shows

Secaucus, NJ

• Examined potential opportunities for partnership with both established firms and new SMEs, primarily in the renewable energy industry

Washington D.C. Metro Area

• Integrate new freshman into the school’s community through planned events
• Assist the school in its continuous efforts to improve the Peer Mentor program

Bsfs, International Politics

Activities and Societies: Delta Phi Epsilon Professional Foreign Service Fraternity, Pi Delta Phi National French Honor Society.

Study Abroad, Arabic Language And Political Science/Economics