Senior manager for investment operations. Investment process and platform designed. Manager of portfolio implementation and risk monitoring processes. Bridge between investment operations, investment teams and IT engineers to develop high-quality investment platforms. Translated and prioritized business goals for software development and enhancements. Directed the design and execution of multi-year project plans for investment platform transformation and consolidation.IT Steering Committee voting member. Leadership committee that coordinated large-scale IT transformation strategies across the organization. Founding member of Best Practice Working Group. Taskforce promoting process improvement and risk mitigation.Agile Product Owner and leader for Agile transformation of portfolio management and risk monitoring tools. Defined product strategic roadmap and prioritized business goals. Translated user stories into actionable agile sprints. Coordinated user testing/acceptance criteria and executed production release sign-off.Market data governance committee member. Established documentation and data quality standards. Cultivated an India-based data quality and assurance team. Reduced market data spending by 20%. Organized vendor onboarding. Supervised data trials and testing procedures. Coordinated new data integration solutions.Collaborated with research analysts and production IT engineers to implement investment research projects. Ensured compliance with Model Risk Management practices. Support for audit and compliance teams on model oversight solutions.Quantitative investment researcher for portfolio construction, portfolio optimization, asset trading, ESG/sustainable investing topics, investment factor analysis, and model enhancements. United research team and IT professionals in the development of a centralized investing research and production database project. Drove efficiencies to reduced implementation time by 50%.Primary quantitative equity portfolio manager for global and emerging market funds. Monitored risk compliance and generated trades. Managed cash, derivatives, and FXs. Communicated positioning and performance to clients. Presented research and process to prospects. Oversaw onboarding of new mandates. Supported RFP and due diligence requests. Coordinated fund launches. Facilitated transition solutions with external managers. Mentored and trained fund managers. Ensured accurate implementation of investment management agreements. Monitored and enforced portfolio regulatory compliance.
Listed skills include Leadership, Collaborative Problem Solving, Portfolio Optimization, Team Building, and 48 others.