Experience

Torray Investment Partners

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Analyst/Trader

  • Jul 2021 - Present

  • Review and execute trades for discretionary client portfolios using various broker relationships to best resemble model and target portfolios within the composite. • Prepare weekly Holding Dispersion and Portfolio Analysis reports for Portfolio Manager review to address client cash and rebalancing needs. • Perform UMA platform reconciliations versus various Torray model portfolios at least quarterly to ensure no significant drift. • Assist the research team with daily performance monitor updating, purchase and sale reports, and target sector weight limit monitoring on an ongoing basis. • Reconcile weekly, monthly, and quarterly performance presentation information using FactSet and SS&C’s Advent Axys and MOXY platforms.



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Operations Associate

  • Jan 2020 - Jul 2021

• Investment Operations Associate

  • Nov 2018 - Jan 2020

  - Track liquidity of client portfolios and prepare liquidity reports with gated breakdowns of hedge fund and marketable investments, as well as monitoring private investment distributions and capital calls.- Execute transactions for endowment, foundation, and taxable clients with $3B AUM to help allocate their capital into fixed income vehicles, equities, and other alternate investments.- Apart of the Outsourced Chief Investment Officer (OCIO) team in which we have full control over the client’s assets, and we aim to help them reach the goals set forth in their IPS.



StreetShares (Acquired by MeridianLink; NYSE: MLNK)

• United States
• Software Development
• 1 - 100 Employee

• Investment Associate

  • Jun 2018 - Aug 2018

  - Helped oversee the implementation and success of the company’s Veteran Business Bonds, fixed income investments that yielded 5% annually that anyone can invest in. - Used the proceeds from the Veteran Business bonds to help fund small (usually veteran owned) businesses with loans after performing underwriting due diligence. - Prospected new investors through promotional ventures and networking events. - Helped oversee the implementation and success of the company’s Veteran Business Bonds, fixed income investments that yielded 5% annually that anyone can invest in. - Used the proceeds from the Veteran Business bonds to help fund small (usually veteran owned) businesses with loans after performing underwriting due diligence. - Prospected new investors through promotional ventures and networking events.



American University Student Investment Fund

• Washington D.C. Metro Area

• Financial Analyst

  • Jan 2018 - May 2018

  - Maintained and developed various financial models using historical and forecasted financial analysis. - Effectively pitched the purchase or sale of a security to the University Fund by assembling and summarizing data to provide backing for the position. - Maintained and developed various financial models using historical and forecasted financial analysis. - Effectively pitched the purchase or sale of a security to the University Fund by assembling and summarizing data to provide backing for the position.



Seventy2 Capital/Wells Fargo Advisors LLC

• Bethesda, MD

• Wealth Management Intern

  • Dec 2017 - May 2018

  - Assisted with client/prospect communication and new business development. - Analyzed Morningstar portfolio reporting activities and competed in the Stocktrak competition. - Aided in the development and presentation of financial plans and other administrative duties. - Assisted with client/prospect communication and new business development. - Analyzed Morningstar portfolio reporting activities and competed in the Stocktrak competition. - Aided in the development and presentation of financial plans and other administrative duties.