• Early member of a fintech start-up responsible for building an end-to-end SaaS platform for democratizing alternative investments, enabling asset under management growth from $2bn to $80bn• Collaborate cross functionally to establish product roadmaps, feature backlogs, and data driven metrics, ensuring business and technical requirements are documented, prioritized, and delivered• Gather feedback across stakeholders including business users, designers, and engineers to establish a shared vision on UX/UI wireframes, feature functionality, data schema, and implementation methodology• Lead and provide direction to six engineers on development priorities, data models, and technical specifications• Develop API solutions to streamline data exchange and operating processes across clients and vendors• Perform UAT and lead product launches, ensuring defects are resolved and proper trainings are provided• Recommended cost reduction opportunities including process automation, vendor replacement, and portfolio disposition, reducing operating expenses by $1.5M+ and improving profit margin by 25%+

Investment Research and Due Diligence

Private Banking, Global Products & Solutions• Performed market research to formulate product strategy, gaining approval and funding for key initiatives• Delivered research and due diligence to select hedge funds and ’40 Act investments for private banking clients• Constructed and pitched customized portfolio to clients through quantitative analysis (including back-tests, stress tests, and risk-adjusted return analyses), driving $800M in new AuM• Provided primary coverage of 20+ hedge fund relationships and $300M in direct investments. Authored quarterly portfolio updates to investors, enhancing client engagement and relationship• Led 10 cross functional teams in managing a $2.5 billion hedge fund platform with 35+ portfolios and 3,000+ investors, ensuring effective communications and adequate operational controls • Developed a portfolio management tool to monitor asset performance and capital activities, projecting cash flow to achieve optimal asset allocation and mitigate liquidity issues• Created a financial model and prepared due diligence and marketing materials to spin-off the hedge fund platform

Global Markets, OTC Derivatives Regulatory Reforms• Created key performance metrics for regulatory reporting and implemented solutions to re-engineer trade capture processes and reporting capabilities, resulting in a 50% increase in reporting accuracy and completeness• Participated in industry working groups to address new regulatory requirements and coordinate with trading counterparties and cross-functional groups to resolve outstanding issues and prioritize solutions

First Rotation: Regulatory Litigation and InvestigationsSecond Rotation: Listed Derivatives Advisory

• Researched financial regulation development, OTC derivatives, ethics, and corporate governance.

• Authored credit review of the LATAM high yield loan portfolio covering Industrial and Telecom companies• Provided PnL metrics based on daily yield and NAV changes to high yield corporate debt portfolio managers