• Managed $175B in assets across a pension, an endowment, a defined contribution plan, a captive insurance program, and several pools of working capital alongside 50 other investment professionals on behalf of the University of California.• Directly supported the Chief Investment Officer with financial/statistical modeling, exploration of investment hypotheticals, forward-looking portfolio analyses, and decisions related to Total Portfolio construction. Made policy recommendations concerning investment strategy, implementation, and asset allocation.• Streamlined UC’s analytic capabilities and reporting infrastructure by writing and deploying custom software using Python and AWS. Developed systems and tools for collecting, managing, and transforming data to support the investment decision-making process.• Provided cross-functional investment analysis and decision support to senior management, investment staff, and external consultants.• Implemented and maintained a suite of portfolio management software for the organization, including:✓ Solovis (Investment Performance)✓ Aladdin (Risk Management)✓ Bloomberg (Market Data & Compliance)✓ FactSet (Public Equity Analytics)• Developed an ETL pipeline written in Python that aggregates data from accounting, performance, and risk. Data is collected via API or SFTP and then loaded to a database. Jobs are scheduled and run overnight. All code is unit tested and stored on GitHub. The process leverages AWS (specifically, EC2/RDS/S3 and Lambda) and serves as the backend for several front-end applications (Seismic/Tableau). ⠀⠀ ⠀• Oversaw the production and review of several of UC’s annual investment reports and quarterly board packages.⠀⠀⠀ ⠀

• Collaborated with senior management to design, develop, and centralize accounting controls for 16 of the bank’s largest and most valuable clients (including CalSTRS, CalPERS, and Texas Teachers), encompassing $1T in assets.• Served as a technical project manager for a $2M data warehousing project for the bank, playing a key role in financing, design, testing, and deployment. • Developed an analytics dashboard used by 90+ employees that aggregated the results of many different daily accounting controls.• Served as an subject matter expert for several agile development groups across the bank.

• Acted as a central point of contact for the client, helping them plan, coordinate, and execute complex accounting directives:✓ Asset Transfers & Liquidations✓ Portfolio Rebalancing and Restructuring ✓ Monthly Income Distributions• Reconciled high-risk accounting exceptions involving domestic and foreign equity, fixed income, real estate, hedge funds, and other alternative investments.• Streamlined cash forecasting, liquidity management, and the month end closing process for the state of Montana; designed all internal controls related to the calculation of their daily short-term investment pool yield.