Product strategist who oversaw ETFs, Mutual funds, and separately managed accounts. Managed and curated the 'Product Lifecycle' to identify opportunities for new product launches, fund mergers/closures, changes to investment strategy, and pricing adjustments.Assessed vehicle changes for existing products, including mutual fund to ETF conversions.

Performed competitive analyses for both our ETF and Mutual Fund teams. I provided broad industry and trend analysis to senior management, while also supporting our sales teams with product and client level reporting.Integrated data from internal and third party sources into a comprehensive management dashboard. Converted a once manual process into an interactive model using SQL databases and PowerBI visualizations.Assisted in managing data architecture, data governance and transition to cloud-based data storage.

Performance analyst for our mutual funds, as well as, third party sponsors. Created and maintained various performance reports while distributing them in a timely manner to our clients. These deliverables included calculating SEC Yield performance for a number of funds.Created and analyzed budgets for our respective fund families. Ensured products were accruing expenses at the correct rates and would make periodic adjustments when necessary. Provided detailed reporting for all financial statements.