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• Maintain and upgrade a team book of business ($500MM), by incorporating lead segmentation for pipeline efficiency and revenue generation; to capitalize on successful transition of funds into investments• Expert representative of the team for all hedge fund/institutional fund/family offices and pension funds interactions, investing and actively managing financial solutions for clients within the alternative investments space• Managing a wide selection of clients such as doctors, law firms, retail clients, 401k funds, government sponsored employees, endowment funds, non-profit organizations, and several pro-bono projects• Collaborate with analysts/PMs within the Investment Strategy Group (ISG) and CIO to construct multi-asset portfolios focusing on quantitative analysis (mean-variance optimization, performance risk attribution, various ratios)• Uphold highest standard of relationship management of existing and prospective clients for business expansion• Utilize several internal and external proprietary research programs to monitor portfolios with analyst teams for growth, exploring new strategies, increase ROI while reducing excessive beta due to changing markets• Write white papers and recommendations for equity markets and various investment products, update bespoke equity models monthly as an integral part of diversification• Conduct in-depth research aligning with investment strategy teams equities markets, SMAs, alternative investments, in-depth comparison of mutual funds to provide analytical views with cross-sectional data review• Day to day involvement with various teams to ensure proper asset allocation, and exposure to clients to provide guidance for investment projects and relaying correspondence to middle/back office for further developments• Oversee projects with in-house research analysts, business/product development, and junior traders to streamline processes more efficiently when dealing with large datasets

Finance, Research, & Economics• Explore strategies for portfolio construction with clients including corporate executives, medical professionals, business owners, law firms, and trusts for a senior production team with $1.4B AUM• Implement and lead Parametric Investment Initiative, reducing client tax liability 15-40% and increasing client retention• Run Private Wealth Analyses (PWAs) to identify client risk exposure, to adjusting asset allocation to reduce beta while maintaining portfolio returnsLeadership, Operations & Client Management• Coordinate with CIO team, IMs, operations, product, performance, and client solutions team to streamline investment processes, reducing delay/downtime by 50-75% and allowing quicker reactions to market fluctuations• Lead the growth circle group of 10 junior advisors/analysts, increasing investment efficiency and team engagement• Collaborate with 5 advisors and foster relationships with 25+ clients to manage $100M AUM and $15M of 401K rollovers

• Attained analyst data for corporate financial analysis for investment franchise clients for accounts balancing, deducing net present value and extrapolating past performances to deduce worthiness. • Examined projects based bottom-up investment analysis with focus on microeconomic factors such as discounted-cash flow and event studies projections of specific companies per individual project basis. • Analyzed investment and financial feasibility ($100+ million) for prospective projects through economic forecasting with ABS Partners Company.• Conducted top-down investment approach to identify high-performing regions, potential macroeconomic projections and implications, and market valuations of various investments with Engel & Burman Group. • Monitored client investment schemes via market movement, potential acquisition opportunities and financial liquidity caps with ABS Partners Company and other major development companies.• Forecasted horizontal analysis on projects to obtain best route for optimal return on investment and risk tolerances for clients such as Wahlburger’s Group and Thor Equities Cushman & Wakefield, Simon Property Group.• Mitigated situations of conflict involving cost-benefit analysis and systematic resolutions for clients of Cushman & Wakefield and Simon Property Group.