Experience

• 

  Beach Point Capital Management

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Director of Operations

    • Jan 2024 - Present

  • Steering Committee Member - Diversity Equity and Inclusion Committee

    • May 2020 - Present

  • Vice President

    • Dec 2019 - Mar 2024

    Working closely with and reporting to the Chief Operation Officer (COO) and Director of Operations, charged with oversight of the firm’s Investment Operations. Manage and mentor a large team of analysts responsible for all operational aspects of the firm, including over 100+ onshore and offshore accounts and SPVs covering multiple investment strategies;Deliver continuous thought leadership and strategic direction regarding operations-related functions;Spearheaded the development and launch of firm’s new Collateralized Loan Obligation (CLO) infrastructure, a multi-million initiative; developed platform from scratch by vetting and hiring 3rd party service providers, i.e., a new accounting firm, conducting due diligence, and managing cross-functional teams; platform projected to yield 10%+ increase in AUM in first two years, and act as a model for future deals;

  • Senior Operations Analyst

    • Jul 2017 - Dec 2019

    Partner with the investment team and portfolio managers to cultivate cohesive middle and back-office support model impacting private / no broker deals averaging $5B per annum; also elevated ability to deploy private capital more quickly than competitors, resulting in $2B+ in last two (2) years;Create robust roadmaps to enhance operational efficiency, viability, and productivity to support scalability Research and implement critical process improvements and new product development;Developed and implemented new workflow procedures, such as monthly NAV reconciliation, for monthly and quarterly analysis, decreasing reporting cycle by 40%+; also introduced additional controls including automated end-of-day (EOD) and next-day flash reports for improved error identification; updated Standard Operating Procedures (SOPs) subsequently adopted permanently.

• 

  Alden Global Capital

  • Operations Analyst

    • Nov 2009 - Jan 2017

    Reporting directly to COO, supported daily trading activities, and liaised with trading desks.•Managed and refined the firm’s $200M private equity and bank debt/term loan operations;•Oversaw FX exposure; executed trades to hedge exposure as needed;•Produced, analyzed, and distributed daily P&L, treasury, liquidity, and collateral reports to stakeholders;•Managed options expiration/assignments and corporate actions.

• 

  Platinum Grove Asset Management

  • Operations Analyst/TradeAssistant

    • Nov 2006 - Nov 2009