Member of RVK’s Investment Manager Research equity team responsible for leading research initiatives and evaluating managers in public equity as a generalist with a particular focus on diverse and smaller boutique firms. Provide reporting and analyses, prepare search recommendations, and communicate pertinent manager updates to both clients and consulting teams.

•Successfully interfaced with investment staff members from large US public pension plan clients •Identified, interviewed, and performed both qualitative and quantitative due diligence on new and existing equity managers•Presented comprehensive evaluations of managers both internally and externally •Impactful member of firm’s Investment Committee •Supervised and trained junior analysts and administrative support staff members •Analyzed portfolio characteristics, risks, and performance attribution using FactSet •Conducted asset allocation analysis and provided recommendations in construction of multi-manager portfolios •Constructed and maintained a Focus List of managers, evaluated managers against peers creating relative conviction rankings•Implemented and evolved the standardization of an internal research database •Developed and integrated quantitative Environmental, Social, and Governance criteria into firm’s investment process •Led coordination of portfolio transitions as a member of firm’s Operations/Compliance Committee•Managed US Micro Cap, US Small Cap, US Large Cap, EAFE, EAFE Small Cap, Emerging Markets, and Global strategies

•Analyzed portfolios and investments using Bloomberg and Zephyr StyleAdvisor software•Monitored and reported internally on global markets and macroeconomic indicators •Investment Policy Committee member – developed program-wide investment policy and asset allocation strategy•Interfaced with clients, investment managers, custodians, auditors, attorneys, brokers, and administrators

•Managed fund administration process of alternative investment offerings •Responsible for calculation and collection of management fees •Created new business proposals and customized implementation plans for clients and prospects•Executed and monitored all equity trades in the ongoing management of clients’ asset allocation plans •Maintained back office operations across multiple custodial platforms for both RIA and BD including equity and fixed income trade settlements, new accounts, order entry, margin issues, Advent/Axys data reconciliation, and GIPS performance reporting

Processed accounts payable

Process accounts payable and receivables. Primary accounting department firm liaison with national newspaper and trust/deed companies. Integration and reconciliation from custom software systems to standardized accounting program.