At KBW, I researched non-fundamental equity performance drivers to provide clients with alpha-generating strategies and help them manage event-driven opportunities and risks. This included staying abreast of corporate actions and scheduled index rebalancing to produce timely membership and reweighting forecasts for S&P, Russell, and KBW Nasdaq US indices.It also involved studying and communicating the impact of passive asset growth (e.g., ETF-flow and exposure trackers, ownership trackers, and tax-loss selling opportunities).Highlights included:* Building a Russell Reconstitution model that was recognized across the industry for consistently delivering accurate predictions.* Serving as KBW’s Chair of the Index Committee and leading its index business in partnership with Nasdaq. * Launching the KBW Nasdaq Global Bank Index (GBKX) and KBW Nasdaq Financial Technology Index (KFTX). * Spearheading key methodology enhancements to existing indices.* Creating a proprietary factor model to identify consensus quant fund longs/shorts and highlight seasonal trading strategies.* Consistently ranking among KBW’s most-read analysts and top institutional-client vote recipients.* Promoting research via interviews with major financial news outlets (e.g., WSJ, Barron’s, and Bloomberg) and guest appearances on broadcasting networks (CNBC and Bloomberg TV).* Educating corporate management teams and boards of directors on index inclusion and the impact of passive-asset growth.* Playing a key leadership role in building engagement and culture, including providing guidance to advance women, college students, and my team.

As a research associate, I analyzed investment opportunities in the Electrical Equipment and Multi-Industry sectors and communicated ideas to clients.My coverage included General Electric, United Technologies, Honeywell, Danaher, American Standard, Maytag, and Whirlpool.