* Collaborate with Executive Management team to understand and deliver predictive analytics insights, BI, and operational analytics for data driven decision making* Build, evaluate, and deliver analytics and reporting for a variety of business needs for annual, quarterly, monthly, and daily summaries* Director of technology-related issues in support of information operations and directives* Solve business problems of moderate scope and complexity* Risk Modeling

• Advised member residential mortgage interests via face-to-face, online, or phone application to match with the most suitable Credit Union products and services, while adhering to federal regulatory guidelines and credit union policies • Analyzed application supporting income, credit, and property documentation to estimate credit-worthiness, and communicating Credit Union credit decisions

• Published six market commentary reports researching performance of U.S. equity, European equity, emerging markets equity, and global (non-U.S.) equity active manager funds with distribution to over 950 clients• Authored quarterly performance monitor covering major capital markets performance, and quarterly global macroeconomic highlights• Led the creation of a monthly market update by collaborating with multiple departments and ensuring the timely completion and validation of data, exhibits, and written commentary• Wrote proprietary blog post covering FAQs and announcements to proactively disseminate information firm wide reaching over 1,100 associates and consultants

• Worked closely with investment strategy consultants on a range of custom research reports covering various asset classes and market trends—including private equity capital overhang, emerging markets, commodities and natural resource equities.• Oversaw maintenance for a database of over 600 exhibits and financial models covering an array of asset classes including equities, fixed income, alternative assets, as well as economic data.• Led department recruiting, including candidate screening, talent evaluation, mentoring and training of new hires

• Led review and validation for monthly publication of in-house sentiment and valuation for over 20 distinct asset classes• Analyzed data, methodology, and presentation of ad hoc publications covering a wide collection of topics including historical U.S. capital markets returns, tax-exempt bonds, and inflation-linked bonds• Responded to data requests from clients and internal staff by providing quantitative analysis, index data, and economic indicators on demand