Assistant Director, Investments
Current• Led research and analysis, search, due diligence, and recommendations for adjustment of assets within the fixed income allocation of the public markets component of the Balanced Investment Portfolio and ensures the ongoing investment merit an acceptable rate of investment return.• Contributed to Board’s investment strategy by providing analytics, research, and insights in the evaluation of all public market assets in the Balanced Investment Portfolio.• Generated analytical output and provides reviews of investment manager portfolio trading via transaction cost analysis (TCA) software and coordinates all aspects of the TCA program. • Provided Retirement Savings Plan analytic support and participated in pursuit of new business opportunities. • Served as backup to the Director, Investment Risk and Governance, for output generated from Aladdin Risk.• Facilitated interaction with public markets investment managers across all aspects of the relationship; on-boarding, incoming required documentation requests, cash transaction management and the manager removal process.• Assisted in the assessment, selection, and implementation of relevant investment software systems, acquired fluency in all new systems, and utilized existing and new investment software tools to improve the Investments team’s capability to produce reports and assess risk/reward characteristics of existing and potential investments.