• Managed team of six reporting analysts responsible for firm-wide institutional client reporting across asset classes • Coordinated across portfolio management, product specialist, compliance, performance, and reporting teams to troubleshoot complex reporting challenges to ensure accurate and timely delivery • Authored investment commentary for client distribution after synchronizing current investment views, themes, and strategies across portfolio management and product specialist teams • Leveraged performance measurement experience to successfully integrate propriety performance attribution and client reporting systems• Oversaw implementation of proprietary automated reporting platform for non-investment grade fixed income portfolio• Completed incorporation of BlackRock Aladdin with existing client reporting systems and processes

• Calculated portfolio, benchmark, and composite returns and generated performance reporting for global and domestic fixed income strategies• Updated and maintained internal accounting systems and GIPS database for account changes, client flows, and portfolio, benchmark, and composite returns to ensure accuracy and GIPS compliance

• Responsible for all aspects of trade processing – internal trade processing, external trade notification, trade settlement, discrepancy resolution, and external reporting

• Managed key relationships with large asset manager accounts, acting as primary point of contact for daily operations, trade communications, and settlements issues• Responsible for daily cash management across multiple currencies for international portfolios• Established New York/New Jersey Investment Manager Liaison Group, providing onsite support and new staff training • Developed advanced model team structure to more effectively respond to investment manager needs

• Researched market opportunities and managed investments for firm clients• Developed and maintained broker relationships• Coordinated order and market color communication between five branches of options exchanges