iCapital is the financial technology company with the mission to power the world’s alternative investment marketplace. Our platform has transformed the way alternative investments are bought and sold through tech-based solutions for advisors, their high-net-worth client base, asset managers, and banks.

- Negotiate with suppliers and distributors leading to cost reductions for a client by approximately 30% - Summarize key findings from economic and market research and present them to clients - Create investment memorandum for a Hardware Blockchain company to support fundraising efforts- Performed due diligence on potential new e-commerce business for acquisition- Organize cross functional teams to deliver on client demands

- Created investment presentations in preparation for a fund launch- Developeda credit rating forecasting model to enhance portfolio returns for EM debt portfolio- Managed and monitored a $400 US Fixed Income portfolio to its assigned IPS and risk metrics- Built and presented research reports for assigned countries covering their fiscal, government budgetary and trade related economic data- Analyzed EM hard currency managers to determine their sources of outperformance- Conducted research on several em countries and presented economic findings to investment team- Monitored new bond issues to identify attractive securities to be included in the investment grade fund’s portfolio- Developed a several data and investment models in Python and SQL

- Created “best practices” for investment manager selection, investment research,= and due diligence - Initiated due diligence activities on pre-seed & seed investments focused on opportunities in FinTechs -Conducted on-site investment manager visits to understand investment strategies and conduct due diligence for potential inclusion in a client's portfolio- Presented investment research and new investment opportunities to several potential clients- Developed Portfolio optimization models across multi-asset classes with a currency overlay

- Meet with current & prospective clients to discuss strategy views, portfolio positioning & outlook- Conducted portfolio and investment manager reviews on prospect portfolios highlight several areas to improve investment outcomes leading to $1.2 Bln in new assets- Served as initial point of contact for client accounts including individual, retirement, trust and private investment vehicles while managing estate and tax advisor relationships to enhance client experience- Managed investment portfolios to align with client’s stated risk and return objectives leading to high client retention Communicated the firm's market outlook, client portfolio performance, investment research and individual strategy performance during client meetings

- Constructed and managed portfolios investing in various strategies, including equities, credit, relative value, event driven, fixed income arbitrage, and commodities - Developed the firm’s initial outlook of ESG/SRI investments for consideration into client portfolios - Created customized strategic asset allocations for clients using constrained mean-variance optimization based on clients’ investment goals and constraints achieving high client satisfaction- Research responsibilities included sourcing, due diligence, selection, and on-going monitoring of hedge funds, private equity, and venture capital funds

- Conducted quantitative risk, style, and performance analysis on 200+ onshore and offshore mutual funds and delivered reports on findings to the firm’s senior investment professionals- Covered over 40 external investment managers by creating a manager database which included monthly returns, customized benchmarks, and qualitative data- Delivered insights on prospect portfolios and fund investments and proposed changes leading to reduced annual costs and improved performance while ensuring identification of sub-optimal investment managers- Presented new investment strategies to the investment committee - Improved the capital deployment process in private equity across sector, vintage and fund style- Created financial models to efficiently manage portfolios of complex structured products, alternative, real estate and direct investments to enhance portfolio return and manage risk- Supported business development efforts leading to AUM increase of $150M

- Assisted a team of 3 Vice Presidents managing $120MM of domestic and foreign clients- Increased assets under management by 12% by utilizing cross selling strategies- Retained over $12 million in client assets during the 2008 financial crisis

- Developed and managed a $2.5MM book of 40 clients- Created and executed over 50 financial plans to identify and provide investment and insurance solutions for clients leading to a 90% acceptance rate of financial plans- Constructed and managed portfolios investing in various strategies, including equity, bonds, and insurance linked products- Meet with current & prospective clients to discuss strategy views, portfolio positioning & outlook- Trained junior advisors on financial planning concepts and assisted in sales presentations