• Performance team lead responsible for calculating and maintaining firm wide pre and after-tax performance, quarterly firm performance audit, and maintaining compliance with the Global Investment Performance Standards (GIPS).• Responsible for monthly rebalance of multicurrency client benchmarks by utilizing Bloomberg to identify constituent changes, monitoring and adjusting cash levels, and optimizing security weights using proprietary applications. • Led team responsible for bringing 10 years of performance for over 30,000 accounts into compliance with GIPS performance standards, including defining and calculating over 100 new composites, ensuring accuracy of all SQL query output, and ensuring accurate account assignment through R script review and validation. • Developed FTP upload process utilizing FactSet to automate quarterly account characteristic calculation, resulting in a 25% decrease in quarterly report generation time.• Drafted and maintained Firm policies and procedures for the calculation and maintenance of account and composite performance, ensuring compliance with all SEC regulations and GIPS Standards.

• Team lead responsible for calculating performance for firm composites, maintaining firm policies and procures and compliance with GIPS, leading quarterly performance audit, and maintaining consultant databases.• Executed a collaborative campaign with the Product Management and Sales teams to increase Firm’s presence on consultant databases. Established over 100 product profiles, increasing third-party product coverage and product platform availability.• Developed an internal at-risk composite report to identify potential composite membership gaps, and avoided a track record break in a high growth seed strategy, saving a two-year track record and $10 million in seed capital. • Created a quarterly product dashboard using eVestment Analytics to inform Product Management of product search activity, and guide strategy decisions to increase RFP search pass rates.

• Responsible for calculating composites performance, leading quarterly performance audit, and maintaining consultant databases, and reporting firm and strategy level characteristic and asset information.• Led the firm through initial GIPS performance audit with a third-party accounting firm, covering testing for 4,000 accounts and 13 years of account and composite level performance. • Engaged the Marketing, Compliance, and Product Management teams to review and validate qualitative and quantitative information for over 200 product profiles across 30 consultant databases, establishing an annual internal audit, and ensuring the most consistent and accurate message is presented to market. • Identified a violation in performance marketing standards in a planned corporate rebrand, and worked closely with the marketing organization and external auditors to correct the reporting deficiency, avoiding a loss of compliance with GIPS.

• Responsible for calculating performance firm wide, supporting firm performance audit, maintaining consultant databases, and reporting product and firm level characteristic and asset information. • Developed daily performance dashboard to inform senior management of product movement, and assess overall health of the firm’s product suite. • Worked closely with the Sales and Marketing departments to generate new and existing marketing collateral by producing performance and product characteristic content from ClariFi.

• Reconciled cash and positions for high-touch institutional portfolios, and generated a daily report to track movements in firm-wide assets.