As a Senior Investment Analyst, I collaborate with a team of professionals to lead performance reporting, portfolio analysis, manager monitoring, and investment research for institutional clients. I am directly responsible for reporting on approximately $20 billion in assets under advisement, primarily across public markets. I leverage platforms such as InvestmentMetrics, Morningstar, and Bloomberg to deliver accurate, insightful reporting and research that support strategic investment decisions and client objectives.
In addition, I support private markets reporting—tracking and reporting on private equity, private credit, and real asset investments across client portfolios. I also contribute to process improvements that enhance data quality, compliance monitoring, and reporting efficiency.
Client Service
Manager Monitoring
Compliance
Process & Reporting
Twice nominated for Verus North Star Award from the Boy Scouts of America 2021 – 2022, The Rose Friedman Scholarship For Excellence in Economics May 2019, Academic Excellence in Economics Award May 2018, Award for Excellent Contribution as an Each One Reach one Mentor May 2018