• Supervised the client service and marketing team and managed internal and external reporting• Produced portfolio analytics for firm products (US & Non-US Equities) for research, reporting, and marketing• Assisted in writing the monthly/quarterly commentaries and answers for RFPs• Analyzed performance attribution and risk analysis for monthly commentaries, presentations, and newsletters• Oversaw the monthly/quarterly updating of all marketing collateral including pitch books and databases• Collaborated with marketers, investment teams, and compliance to produce marketing materials• Managed client inquires related to investments, performance, compliance, and operations• Oversaw request for proposals (RFP) process by ensuring all proposals were complete and accurate• Participated in client meetings to review investment performance• Managed recordkeeping of important client information (investment guidelines and contractual obligations) • Supported operations in client directives such as cash flows, securities transfers, and opening/closing accounts• Assisted compliance with GIPS verification and quarterly audits

• Supported consultants in manager research and various projects affecting asset allocation decisions• Supervised a group of analysts in charge of analysis and support for +25 institutional clients• Audited investment results for institutional clients (corporate DB, DC, and various eleemosynary plans)• Ensured accurate and timely investment reporting to senior management and clients• Computed composite level and total fund level performance and policy benchmarks• Interacted with various third parties (accountants, custodian banks, and investment managers) • Calculated investment and structural characteristics for various hedge fund strategies• Computed quarterly IRR’s and ensured capital calls were reported for private equity managers• Analyzed portfolios with Wilshire Associates’ proprietary equity and fixed income systems

• Served as a mentor and led several educational and systems training sessions for junior analysts• Utilized Morningstar and internal databases for mutual fund research• Assisted consultants with quarterly executive summaries and presentations • Set up new client relationships by streamlining custodian bank and portfolio manager data• Reconciled valuations and performance with third party administrators for fund of funds

• Reported on investments for institutional clients invested across all asset classes• Computed composite level and total fund level performance and policy benchmarks• Maintained database of +500 public and corporate pension plans for annual research papers• Monitored the corporate governance portfolio for a large state public fund via manager interviews• Coordinated RFP responses for various plan sponsors