• Reported into CEO, led portfolio construction process, risk and attribution analysis, and manager selection. Member of investment, operating, and executive committee.
• Developed internal tools and metrics used by CIO and CRO to measure implementation shortfall, risk analytics, and return attribution. Built centralized data and reporting capabilities used for internal and external purposes.
• Created 5-year business plan used for fundraising. Stress tested business plan using Monte Carlo

• Reported into the CEO, built Analytics and Strategic Planning department. Built 5-year business plan to strategically allocate $2 billion in capital investments.
• Created competitive intelligence strategy and market share analysis. Generated research reports delivered to executives, board of directors, and investors.
• Led the development of technology solution for analytics department, built on business intelligence tools including Tableau, R and JMP.

• Owned the equity data and analytics platform to drive more than $120 billion in quantitatively managed funds. Strategies included long only, enhanced, and hedge funds.
• Led the monetization of BlackRock's equity risk management solution. Platform was deployed to 3 new equity management clients, managing over $200 billion in assets.

• Managed portfolio products sales and client services at FactSet’s ten largest West Coast clients.
• Led projects with product development teams to increase FactSet's product offerings for evolving client needs.