Spearheaded a cross departmental effort to use consistent counterparty names across multiple systems.Developed a counterparty rating report used by the front office before trade execution.Key contributor and go-to resource for a wide range of team tasks, including analytics data, reporting infrastructure, and spreadsheet and data troubleshooting.

Improved portfolio management as a result of creating and validating an eight-page monthly investment risk report for an internal $4.2 billion portfolio.Created the quarterly derivative report to the company board of trustees finance committee.Worked closely with vendors, including creating a new version of a Microsoft Excel spreadsheet to download data used in analytic reporting.Developed reports on Barclay’s POINT used for internal portfolio duration management.Improved spreadsheets to automate tasks for colleagues.Participated in the derivative trading system project, ensuring the CSA agreements were tested and set up properly.Developed a reporting and validation process that provided a formatted package of exposure information widely used on a quarterly basis.

Worked with short lead times, complex investment data, and tight deadlines to deliver scheduled presentations for audiences such as internal investment personnel, the company board of trustees, and rating agencies.Assisted in overseeing the conversion of the Bloomberg Trading System trade reporting functionality, working with individual clients to ensure the smooth transition of daily trade reports vital for day-to-day portfolio management as well as daily trade processing.Primary provider of investment data for several investment publications.Delivered a spreadsheet solution to provide quarterly pricing for securities that were previously priced using a manual process.