Experience

Aperio

• United States
• Investment Management
• 1 - 100 Employee

• Associate Portfolio Manager

  • Oct 2023 - Present

  Sausalito, California, United States



Metis Global Partners

• United States
• Investment Management
• 1 - 100 Employee

• Research Analyst

  • Oct 2022 - Aug 2023

  San Diego, California, United States



Research Affiliates

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate | Product Management

  • Nov 2020 - Sep 2022

  Newport Beach, California, United States

• Investment Analyst

  • May 2019 - Nov 2020

  Newport Beach, California - Provide analytics support to product managers and the firm's client-facing team. - Create written monthly commentary on the positioning of PIMCO's All Asset strategies. - Liaise with client-facing, research, marketing, and compliance teams to help create educational content and develop messaging in support of the firm's smart beta and asset allocation strategies.



Pacific Life Fund Advisors LLC

• Senior Performance Analyst

  • Apr 2017 - May 2019

  Newport Beach, California - Supervised a performance analyst in the production and completion of performance reports and risk analytics for the investment team, senior management, and board of trustees. - Led and coordinated the annual 15c process to provide performance, fees, and profitability required by an external consultant to report fee comparisons and reasonableness to the board of trustees.

• Performance Analyst

  • Jul 2012 - Mar 2017

  Newport Beach, California - Served as a company-wide and external resource for investment information of PLFA product offerings by providing ad hoc analysis and reporting. - Collaborated with team members to develop and implement effective techniques to aggregate data and streamline the reporting process. - Analyzed fund expenses and fee retention compared to competitors, and ran fee analysis for the Manager Research team with regards to proposing new products.



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Investment Analytics Intern

  • Jun 2011 - Jun 2012

  Newport Beach, CA - Generated quarterly performance packets for the board of trustees that contained over 100 portfolio fact sheets showing performance attribution, risk characteristics, performance returns and ranks. - Calculated and distributed daily risk attribution reports for PLFA-managed asset allocation portfolios to assist the Asset Allocation team in monitoring performance and the rebalancing of asset classes. - Produced monthly performance ranking reports for all portfolios versus respective… Show more - Generated quarterly performance packets for the board of trustees that contained over 100 portfolio fact sheets showing performance attribution, risk characteristics, performance returns and ranks. - Calculated and distributed daily risk attribution reports for PLFA-managed asset allocation portfolios to assist the Asset Allocation team in monitoring performance and the rebalancing of asset classes. - Produced monthly performance ranking reports for all portfolios versus respective peer groups categorized by Morningstar and Lipper. - Coordinated the distribution of quarterly questionnaires to over 25 asset managers. Show less