Trusted consultant to Chief Investment Officers, Chief Risk Officers, and investment staff providing consultation on investment risks and relative risks in portfolios under current market conditions to make asset allocation and investment decisions.Manage a global team of Risk Consultants servicing clients on an enterprise risk analysis system (BNY Mellon Risk View) that runs on the Innocap/Axioma platform and provides investment transparency across separately managed funds, commingled funds, private investments, and hedge funds enabling clients to view investment exposures across their entire portfolio. Perform ex-ante risk and relative risk analysis in client portfolios using value-at-risk, scenario analysis, stress testing, and asset-liability analysis. Lead product demonstrations and serve as Subject Matter Expert (SME) on complex technical components of the system, and identify cross-function sales opportunities by understanding client’s holistic investment and reporting challenges.

Perform ex-ante risk and relative risk analysis in client portfolios using value-at-risk, scenario analysis, stress testing, and asset-liability analysis.

Delivered investment analysis consulting services by leveraging performance, attribution, and investment analytics, compliance monitoring, and investment reporting to help clients analyze their investments and performance and risk drivers. Clients included multi-billion-dollar asset owner funds such as Corporate Pensions, University Endowments, Foundations, Public Funds, and Nuclear Decommissioning Trusts with revenue typically surpassing $1m+.

Managed $90+ million of client assets under management.Performed investment research evaluating and monitoring outside money managers, which included communication with outside money managers before buy/hold/sell recommendations were made to the Investment Committee. Systems included Morningstar, Mobius, Ibbotson, Value Line, and Barra.Assisted in the design of optimal asset allocation models for the firm. Monitored performance and risk of firm’s investment models and recommended changes when appropriate.