Co-portfolio manager on $30B in retail fund of fund portfolios. Responsible for asset allocation and manager selection. Co-lead a team of 5 investment professionals.

Hedge Funds - Primary day-to-day responsibility for $1B+ hedge fund portfolio. Source, underwrite, recommend, and monitor hedge fund investments across portfolios.Financial Market Analysis - Research various asset classes from a macro-economic, fundamental, and technical perspective to enhance our investment strategies. Generate relative value views and trading opportunities for portfolio managers.Portfolio Risk Framework Development - Create and enhance tactical portfolio modeling that enable the team to better understand our current and possible exposures and how those exposures can interact through time.Communication and reporting improvements - Streamline strategy and portfolio reporting through automation. Enhance and standardize current reporting to make communication more effective.

Financial Market Analysis - Research various asset classes from a macro-economic, fundamental, and technical perspective to enhance our investment strategies. Generate relative value views and trading opportunities for portfolio managers.Portfolio Risk Framework Development - Create and enhance tactical portfolio modeling that enable the team to better understand our current and possible exposures and how those exposures can interact through time.Communication and reporting improvements - Streamline strategy and portfolio reporting through automation. Enhance and standardize current reporting to make communication more effective.

Rotation #3 –Enterprise Portfolio Management and Client Advisory Services •Collaborated in creating and testing public equity models, which presented trading opportunities.•Led business cycle analysis of private equity, which was then included in the underwriting process.•Built a portfolio tracking tool for a portfolio manager which enabled closer alignment with client needs.•Researched, analyzed, and presented to business unit CFO on peer investment allocations and a surplus investment strategy.•Assisted with the creation of a currency model to enhance hedging.•Created automatically updating templates to enable rapid future refreshes of strategy materials.Rotation #2 – P&C Sales Finance and Distribution Economics •Revamped the agent bonus forecasting process using statistical methods, which enabled Finance to evaluate distribution investment tradeoffs and engage in long-term bonus planning. Presented my plan to senior leaders.•Benchmarked the productivity of exclusive agents versus independent agents. Output was presented to business unit president.•Compared the policy acquisition cost of distribution versus marketing investments; output was presented to senior leaders.•Developed models for evaluating agency acquisitions and an agency hiring program and crafted presentations used to communicate the results to relevant stakeholders.Rotation #1 – Private Equity •Assisted in underwriting two significant private equity fund investments (~$60 M total committed).•Collaborated in crafting an oil, gas, and real assets partner landscape to better inform prospecting efforts.•Identified and facilitated the reclaim of more than €300k in incorrectly withheld taxes through a data accuracy project.•Discovered significant errors in and rebuilt the model by which we calculate performance fees due to a third party manager.•Managed a team of peers to create a European private equity and macro-economics presentation.

• Collaborated with the Commercial Mortgage team to develop, document, and improve cash accounting, resulting in reduced writeoffs ($1M+) and reduced process time from 40+ hours to 20 hours• Built a database of the investments financial reporting footnotes to streamline the preparation of financial statements• Reviewed statutory accounting guidance to understand, report on, and improve the asset reserve and interest reserve process; found and proposed a fix for a significant mortgage loan related process lapse• Assisted with the investment impairments process through specific mortgage review, asset-backed analytics project, and data stream update and reconciliation, which ultimately led to more targeted scrutiny and more accurate historical records