Financial professional with solid understanding of the Investment Management industry and expertise across variety of products, including institutional asset management, mutual funds, variable annuities, and alternative investments. * Experienced with third-party asset manager screening, due ...more

Financial professional with solid understanding of the Investment Management industry and expertise across variety of products, including institutional asset management, mutual funds, variable annuities, and alternative investments. * Experienced with third-party asset manager screening, due diligence, evaluation, performance monitoring and analysis. * Team player with proven ability to build and manage relationships with buy-side clients while helping them overcome common challenges using financial technology. * Proficient with: FactSet including, FactSet PA (Portfolio Analysis) and FactSet SPAR (Style, Performance and Risk Analysis), Morningstar Direct, Bloomberg Terminal, FirstRate Advisor® (GIPS Compliant Performance Reporting and Analysis Platform), Simfund, Microsoft Excel (Pivot Tables, VLOOKUP), Microsoft Access, Salesforce CRM and QlikView. Specialties: Money Manager Selection and Due Diligence, Sub-Advisory Products, Portfolio Construction, Portfolio Analysis, Asset Allocation, Risk Analysis and Performance Attribution Analysis.less