Senior Investment Analyst

• Jan 2015 - Present

Perform asset class research and analysis covering both traditional and non-traditional alternatives; manager due diligence and monitoring; participation in Investment Policy Committee (IPC) meetings; prepare quarterly reports summarizing manager performance and market trends; oversight of portfolio management tools; participate in the decision making process and construction of multi-manager portfolios; develop and maintain client presentation materials and assist in other client related areas on an ad hoc basis Show less

Investment Analyst

• Jan 2011 - Jan 2015

Perform asset class research and analysis covering both traditional and non-traditional alternatives; manager due diligence and monitoring; participation in Investment Policy Committee (IPC) meetings; prepare quarterly reports summarizing manager performance and market trends; oversight of portfolio management tools; participate in the decision making process and construction of multi-manager portfolios; develop and maintain client presentation materials and assist in other client related areas on an ad hoc basis Show less

Reporting Analyst

• Oct 2010 - Jan 2011

Calculate and audit investment performance according to firm standards; prepare and distribute quarterly performance and tax reports; serve as an internal resource for client service teams for investment performance related inquiries; track, accumulate, and calculate cost basis information; manage daily download of data from custodians and reconcile as needed; maintain client accounts and analyze transactions and entries for performance and tax issues; prepare custom performance reports as needed for clients; serve as liaison with alternative investment issuers regarding statements, tax documents, and other client issues Show less

Fee Specialist

• Mar 2008 - Oct 2010