Vice President, Client Reporting ServicesManager, Reporting & Questionnaires, AmericasInvestment Services & Technology OperationsManage a team and the development of high quality RFPs (Requests for Proposal), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), 15(c)s (for sub-advisory relationships), Consultant Reporting, and other ad hoc reporting that 1) assist in the procurement of new business 2) meet the complex reporting requirements of clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions. Members of the team each specialize in different focus areas and asset classes for the firm [Consultant Reporting, ESG, Equity, Hedge Funds, and Privates] and collaborate with peers worldwide to create and enhance content in questionnaires and reporting.

Vice President, Reporting Manager,Investment Services & Technology Operations-Manage a team that populates firm and product data in 25+ proprietary consultant & commercial databases including eVestment, Callan, Mercer GIMD, Morningstar, Albourne MoatSpace, PSN Informa, Investment Metrics, and Wilshire Compass Portal- Collaborate with Product Management and Consultant Relations to ensure consultants are provided with accurate and timely data for new and existing products, including responding promptly to all consultant inquiries for information, and coordinating with other functional areas of the firm as needed- Oversee the creation and production of Quarterly Factsheets used for marketing 200+ investment products and funds to institutional prospects & clients

AVP, Investment Reporting ManagerClient Services Group- Manage a team that populates firm and product data in consultant & commercial databases - Oversee the creation and production of Quarterly Factsheets used for marketing 200+ investment products and funds to institutional prospects & clients

AVP, Reporting AnalystClient & Prospect Communications

Marketing Information Group

Marketing Information Group

- Prepared monthly reporting, performed reconciliations to prime broker and portfolio manager, and maintained partner capital accounts- Assisted with computation of tax allocations and adjustments, as well as preparation of tax reporting to clients

- Final approval for Portfolio Accountant’s month end reporting and fund overdraft memos before distribution to respective clients- Responsible for new employee training, ensuring compliance with State Street's Standard Operating Procedures- Responsible for analysis and processing of quarterly billing reports for over 400 funds

- Managed client accounts with a focuses on cash availability, trades, income, and expenses, as well as resolution of outstanding issues between custody positions and accounting records- Validated amortization/accretion schedules, income accrual methods, and reconciled interest and principal payments for bonds and mortgage-backed securities