Co-manage equity portfolio for our clients, in addition to helping to oversee our fixed income, REIT and alternative strategies. Work with clients to determine appropriate asset allocation based on financial goals and risk tolerance, as well as conduct financial planning analysis for clients.

Built new team responsible for research used by portfolio managers globally to drive investment returns. Developed processes to ensure research requests and internally generated ideas were disseminated in a timely manner to provide opportunities for maximum return potential. Reviewed publicly traded companies with possible accounting concerns and the potential to mask operational deterioration in their businesses through aggressive accounting and financial reporting techniques. Focused on a wide variety of investment issues including mergers and acquisitions, balance sheet deterioration, financing subsidiaries and MLP/C-Corp conversions.Partnered with portfolio manager teams to identify and evaluate investment opportunities, ranging from specific questions, to company-specific reviews, to multiple company reviews in a specific sector. Generated actionable short investment ideas proactively for portfolio manager teams based on multiple research paths within our team which included cash flow trends and balance sheet concerns to identify potential companies for review. Required individuals on my team to work as global generalists covering all sectors: consumer, industrials, healthcare, technology, financials and energy. Consequently, companies were covered in diverse and topical sectors including for-profit education, alternative energy, municipal bond insurance, luxury retail and engineering/construction.Utilized earnings releases, management presentations and sell-side research to determine if issues were presented with sufficient transparency to the investment community. Conducted presentations internally for portfolio managers and analysts for both training and marketing purposes.Engaged with investors at annual investment conference and office visits.

Led research process for consumer/retail sector, including idea generation in the consumer/retail sector for North America and reviewing research for consumer/retail analysts for Europe and Asia.Aided frequently in client facing activities including conducting presentations for mutual funds, hedge funds, regulatory agencies, insurance companies, and universities. Actively recruited new clients with global sales team.

Conducted idea generation in basic materials, aerospace/defense, engineering/construction and oil services sectors in North America. Performed project-based client requests as member of bespoke team.

Managed salary and benefit cost model for debtor-in-possession lenders and division controllers during bankruptcy. Managed analytical support to Marketing division for the economic cost of frequent flyer award redemption.

Developed model for the interactive effects of changes to wages, benefits work rules, and business initiatives on a cash and accrual basis for proposals in court filings requesting rejection of existing labor contracts under bankruptcy. Provided analytical support to Reservations, Loyalty Services and Alliances divisions for various business initiatives.

Reviewed and timely filed internal financial reports, internal presentations, and external 10-K/10-Q filings. Coordinated financial statement reporting and analysis with sales and manufacturing subsidiaries worldwide.

Research accounting and reporting guidelines issued by the SEC and FASB. Assisted in writing 10-K/10-Q filings, including new footnotes as dictated by changes in accounting rules.

Assisted in preparing federal/state income tax returns, documentation for audits, and 10-K income tax footnote.