Experience

U.S. International Development Finance Corporation

• United States
• International Trade and Development
• 500 - 600 Employee

• Funds Portfolio Director, Office of Equity and Investment Funds

  • Sep 2022 - Present

• Funds Portfolio Analyst, Office of Investment Funds

  • Aug 2020 - Sep 2022



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Private Investments Data Analyst and Team Lead

  • Oct 2015 - Mar 2020

  • Led a team of four associates that provided coverage for 20 percent of active funds in the Cambridge Associates Private Investments Database, managing their completion of team goals, quality checking work, conducting quarterly reviews, and providing ongoing training and mentoring• Provided coverage for private equity, venture capital, and real estate funds and their portfolio investments, processing, calculating, and analyzing fund and portfolio level performance and qualitative data used in the Cambridge Associates Private Investments Benchmarks, research reports, and investment manager due diligence• Analyzed quarterly financial statements and manager provided data to calculate internal rates of return and performance ratios for funds and individual portfolio investments, and identifying performance drivers and underlying portfolio investment characteristics• Responded to ad-hoc requests from stakeholders on client and investment research teams, providing geographic and sector portfolio exposure data, and serving as a point of contact with investment managers• Designed projects focused on data management and operational improvements and led implementation across 40-person department located in the US, Singapore, and India; projects included database data audits, investment manager outreach for new benchmark samples, and designing Excel applications to manage quarterly data processing and analysis• Audited historical financial reporting and independently calculated performance metrics for private investment funds during due diligence; acting as liaison between investment managers and internal research and client teams to resolve any complex reporting and performance calculation issues Show less

• Client Portfolio Data Associate: Marketable Long-Only Investments

  • Sep 2014 - Oct 2015

  • Collected and processed portfolio data for client investments in mutual funds, ETFs, and separately managed accounts, capturing investment market values, transactions, and performance used in monthly performance reports• Developed new and existing relationships with asset managers, acting as the point of contact regarding client data communication• Completed time-sensitive ad-hoc requests for stakeholders on client investment teams including management fee inquiries, transaction confirmations, and the authorization of data collection for new client accounts• Established processes for the automation of collection and processing of portfolio data for client accounts held with a third-party investment custodian• Trained, mentored, and coordinated project work for interns and new associates Show less



IDC

• United States
• Market Research
• 700 & Above Employee

• Research and Communications Intern

  • Aug 2012 - Dec 2012

  • Edited IT and telecommunications industry reports, client presentations, and employee profiles • Conducted English proficiency phone interviews with division manager candidates • Produced an HR training video for local staff on effective office communication techniques • Edited IT and telecommunications industry reports, client presentations, and employee profiles • Conducted English proficiency phone interviews with division manager candidates • Produced an HR training video for local staff on effective office communication techniques