Director
Current- Member of FIG’s market intelligence unit, a specialized team dedicated to providing advisory services to clients and prospects- Responsible for creating customized investment solutions and generating content-driven sales through peer risk analysis, strategic asset allocation, tax optimization, and capital efficiency offerings- Innovated Peer Risk Analysis, which analyzes the asset and risk positioning of the US Insurance Industry- Created framework for scalable customization of Peer Risk Analysis, enabling the group to surpass meeting and revenue targets- Presented results of conducted analyses to C-Suite level executives- Contributed to all stages of business development including RFPs, pitch presentations, and funding of new accounts- Prepared market analysis, portfolio positioning and trade activity, performance attribution, and pitch materials for client meetings- Developed advanced spreadsheets with embedded macros to analyze and interpret data, resulting in time savings of over 8 hours per week- Managed internship program; designed new approach collaborating with teams across the organization for intern trainings and projects
