Managed ten member team across four locations, providing performance and attribution analytics for over 4 trillion dollars in AUM across equity, fixed income, and multi asset fund types. This included running investment review committee governance meetings where we reviewed performance outcomes as a control for investment management process as well as providing reporting for investment board meetings.Managed multiple platform migrations. These included migrating 1.5 trillion AUM Beta… Show more Managed ten member team across four locations, providing performance and attribution analytics for over 4 trillion dollars in AUM across equity, fixed income, and multi asset fund types. This included running investment review committee governance meetings where we reviewed performance outcomes as a control for investment management process as well as providing reporting for investment board meetings.Managed multiple platform migrations. These included migrating 1.5 trillion AUM Beta business MSCI attribution platform to BlackRock attribution platform as well as migrating flagship Global Allocation fund suite off of Factset. These involved working with cross-functional team including operations teams, investment managers, business analysts, and development team.Member of steering committee driving development of performance attribution platform to support both internal and external clients. This included gathering client requirements, prioritizing requests, designing and providing specifications for developers, and conducting UAT and regression testing for software releases. Show less

Manager for team responsible for designing and implementing technical solutions to support streamlining and automating the Global Performance and GIPS team workflow. Product management and business analysis for development of performance measurement and attribution platform supporting equity, fixed income, multi-asset and alternative portfolios. This included working with investment teams to design and implement new analytics and with the development team to prioritize and implement… Show more Manager for team responsible for designing and implementing technical solutions to support streamlining and automating the Global Performance and GIPS team workflow. Product management and business analysis for development of performance measurement and attribution platform supporting equity, fixed income, multi-asset and alternative portfolios. This included working with investment teams to design and implement new analytics and with the development team to prioritize and implement these solutions.Developed and implemented multiple data QC processes using PERL/SQL. Routinely collected metrics around exception volume and number of false positives which helped to drive prioritization for development of upstream processes. Managed numerous migrations retiring legacy performance and attribution calculators and moving onto Aladdin attribution platform. This included working with developers to implement needed functionality in new platform and working with operations teams to ensure necessary QCs and support were in place to support investment teams. Show less

Developed and implemented horizontal workflow for performance attribution team. This allowed the team to incorporate a new team member from Delaware as well as efficiently utilizing team members in India.Traveled to Gurgaon office in India to train team on reconciliation tasks that had previously been supported out of San Francisco. Provide performance attribution and NAV sign-off for both passive and active equity funds. Analysis is used to assist portfolio managers in the fund… Show more Developed and implemented horizontal workflow for performance attribution team. This allowed the team to incorporate a new team member from Delaware as well as efficiently utilizing team members in India.Traveled to Gurgaon office in India to train team on reconciliation tasks that had previously been supported out of San Francisco. Provide performance attribution and NAV sign-off for both passive and active equity funds. Analysis is used to assist portfolio managers in the fund management process, client reporting for client monthly deliverables, strategy for client discussions, and sales teams in RFP process.Developed advanced working knowledge in Excel/VBA to streamline and create efficiencies in many of our processes. Efficiencies gained allowed team to increase funds supported by over 33% without an increase to headcount. This saved the team more than 40 hours per month of data reconciliation. Show less

Trained managers on concepts required for investment processing such as profit and loss calculation and different problem-solving techniques.Signed off on daily cash projections and unit value reporting to clients/investors. Created, tested, and implemented new processes and procedures to improve efficiency and reduce operating errors for new clients taken on by the bank. This included implementing VBA based solutions to support numerous reconciliation tasks such as verifying… Show more Trained managers on concepts required for investment processing such as profit and loss calculation and different problem-solving techniques.Signed off on daily cash projections and unit value reporting to clients/investors. Created, tested, and implemented new processes and procedures to improve efficiency and reduce operating errors for new clients taken on by the bank. This included implementing VBA based solutions to support numerous reconciliation tasks such as verifying trading activity and processing money market orders.Oversaw the preparation and accuracy of daily and monthly financial statements for portfolios that included investments such as equities, equities held short, contracts for differences, and other derivative instruments. Show less

Developed excellent problem-solving skills allowing for coordination of multiple projects while producing accurate and detailed results in a deadline-driven environment.Represented the Alternative Investments Group during the 2006 audit with PricewaterhouseCoopers.Obtained expertise in several strategies including market-neutral funds, hedge funds, currency overlays, and commodity futures funds.