• Support overall strategy development and implementation of portfolios• Develop appropriate management analytics and tools that help in the investment decision making process• Provide daily, monthly and quarterly analysis on domestic and global fixed income funds• Prepare and distribute money manager, ISC and Board reports

• Lead equity and foreign exchange team with account setup, settlement of trades and communication with brokers and custodians• Manage innovative projects to improve efficiencies and onboard new software and systems• Power user with Bloomberg, Charles River, Advent, and many other online software programs• Oversee 1500 trades per day, including reporting and reconciling of trades, ticket charges and porftfolio holdings

• Responsible for overseeing all post trade activity for commission management (account setup, trade settlement, allocations and client relationships)• Write procedures for current processes and create workflow efficiencies • Collaborate with traders, internal and external portfolio managers and compliance• Maintain databases by entering, verifying and backing up data

Oversee all billing for the domestic division, which includes 6,500 invoices a year. Audit and reconcile carrier invoices to guarantee our clients are getting the lowest prices available. Managed a project that distributed shipments to retail stores across the country with a team of three and revenues of $350,000.Create metric dashboards to review trends of profitability and efficiencies. Write and update SOPs, manage databases, and negotiate tariffs with our less than truckload carriers.

Prepared data reports and communications to support the Neighborhood Stabilization grant of $21M. Utilized national economic data to propose future changes presented to the Board of Directors. Organized raw data into pivot table views for 100+ homes RHA purchased, rented and sold.

Audited a sample of 2,500 housing vouchers to aid low income families with housing. I was responsible for reviewing client annual claim files for rent and utility calculations and income of current residents. I also prepared and revised application declaration documents and brochures of new programs for prospective residents.