• Lead investment practice in creating product solutions for regulations affecting qualified plans and fund vehicles, as well as new accounting standards. • Manage availability of investment data for data providers, auditors and consultants. Lead relationship manager to Morningstar and Lipper.• Develop and maintain an in-depth understanding of investment products, including the legal framework, operations and trends affecting them.• Oversee expenses charged to investment funds and act as subject matter expert on fund operations.• Interpret requirements and build custom reporting or tools for unique client needs.

• Helped build a new investment reporting team from the ground-up to rapidly respond to changing market and investor requirements.• Worked with Relationship, Product and Portfolio Managers to service all of the client’s needs.• Analyzed investment performance to calculate and report attribution, rates of returns, benchmark and holding information.• Oversaw development and implementation of new performance analysis products and specialty reporting solutions.

• Managed domain knowledge and technical functionality for areas in the product development group.• Evaluated third-party products and performed research and strategic analysis to enhance core product. • Streamlined technical processes by engineering design, gathering detailed requirements and collaborating with leadership to rollout product upgrades and solutions to individual client teams.• Coordinated technical development between the United States and India to drive down technical costs and to increase offshore utilization rates.• Built relationships with key decision-makers and had a high degree of contact with clients and product vendors which resulted in staying abreast of foundational knowledge and cutting-edge technology.

• Scoped multiple projects by consulting with clients to obtain detailed technical requirements by performing gap analysis between current and future states.• Created and managed data conversion procedures and interface development for three customers. Projects spanned over 6 months.• Performed technical batch work; including coding in SQL and SAS, quality assurance testing and configuration.• Participated in training, coaching, interviewing and recruiting.