• Collaborated with clients (including: foundations, endowments and pension plans) to create target allocations by utilizing the efficient frontier to maximize portfolio returns and minimize standard deviations• Participated in client meetings regarding current fund line-up to determine potential problems and solutions for their portfolio• Communicated directly with portfolio managers regarding fund objectives and processes in order to evaluate potential compliments or replacements to clients’ fund line-ups• Collaborated with plan vendors to identify cost savings available to plan sponsor through cheaper share classes or revenue sharing arrangements with other fund companies• Mentored new employees on investment performance reports, mutual fund analysis, proprietary software and procedures

• Analyzed participant and trustee directed retirement plans, foundations and endowments ranging from $1 million to $10 billion in net assets via creation of target allocation benchmarks, tracking of historical performance and evaluating current security allocations• Evaluated performance and risk of plans' underlying investments and mutual funds using comparative benchmarks and peer groups, Sharpe Ratio, trailing performance, tracking error, up/down capture ratio, alpha and beta• Executed fund searches for clients based on plan correlation and overall fit by studying expenses, manager tenure, composition, sector breakdowns and allocations• Communicated results and recommendations to clients, investment committees and portfolio managers• Prioritized projects, while balancing over 40 client reports and supervisor requests