• Investment Policy Committee Member• Co-portfolio manager to Donoghue Forlines suite of Mutual Funds, ETFs, VITs, and CIT• Design, implement, and oversee firm operations including build out and maintenance of all systems, processes, workflows, and procedures• Construct, maintain, and execute the technical asset allocation models applied to the high yield asset class and equity rotation strategies

• Manage and direct Trading and Operations teams• Oversee new product launch working with fund admin and custodial groups• Maintain and optimize broker, platform programs, and signal partnerships• Calculate monthly SMA composite performance and maintain GIPS verification• Review quarterly and annual due diligence questionnaires

• Responsible for best execution across developed and emerging market equity portfolios• Monitor Fx fluctuations, calculate currency exposure risk and execute required forward contract• Track portfolio positions, analyze risk, economic data and company specific events• Create sell-side relationships, evaluate research provided and determine commission targets • Coordinate with portfolio managers and analyst team on order creation, status and strategy• Maintain compliance reporting, regulatory filings and monitor changes in market structure • Manage Soft Dollar/CSA programs and liaise with the investment team, brokers and research providers

• Confirmed daily equity, swap and currency transactions • Resolved trade settlement issues with prime broker and counterparty• Tracked cash flows and maintained Eze Castle OMS system• Acted as primary liaison between trading and operations teams • Processed all corporate actions and discussed proxy decisions with portfolio managers• Created, maintained and analyzed IPO performance reporting

• Reconciled daily cash and equity transactions for five hedge fund clients• Calculated monthly NAV and performance data• Prepared, approved and distributed investor statements• Managed client requests and answered all inquiries

• Accounted for all daily cash movements, corporate actions, and equity transactions• Completed daily NAV calculations for multiple listed mutual fund portfolios• Delivered all client reporting to fund management