Led a global team of 10+ Analysts to provide performance services to multiple clients in North America, Europe, APAC and EMEA. Collaborated with client’s investment, performance and internal technology teams to ensure best practices and policies were utilized and performance data released with highest accuracy and minimal risk.

Designed and implemented new portfolio optimization / asset allocation models for implemented into traditional investments and Tactical Allocation portfolios. Optimization models received industry recognition as a competitive edge in growing assets. Researched and recommended cutting-edge research tools and systems. Managed relationships with all market data and software vendors. Collaborated with compliance team to formulate investment guidelines, monitored and resolved violations. Conducted on-going presentations to investment boards of current and prospective clients.• Grew company’s assets from $1B to $4.5B, expanding product offering from 2 domestic strategies to over 10 global strategies. • Advocated culture changes by encouraging sharing new ideas and researching talent. Coached, trained and mentored numerous analysts for promotions into leadership roles.

Directed Performance and Reporting, monitored funded managers in variety asset classes, conducted performance measurement, risk attribution, manager investment process review and fund compliance. • Created GIPS compliant policies and procedures, oversaw compliance and verification ensuring adherence to industry-wide reporting and calculation methodology standards. • Brought firm to become GIPS compliant in 2005.

Performed monthly and quarterly reports for all funds, including calculating, tracking, and maintaining all underlying portfolios performance data.