SVP, Investment Consultant

• Mar 2022 - Present

I'm a dedicated defined contribution (DC) specialist and I assist plan sponsors with their fiduciary investment oversight responsibilities. In my role, I'm responsible for: - consulting to large DC plan sponsors - growing Wilshire's DC practice - thought leadership through Wilshire's Defined Contribution Committee I'm a dedicated defined contribution (DC) specialist and I assist plan sponsors with their fiduciary investment oversight responsibilities. In my role, I'm responsible for: - consulting to large DC plan sponsors - growing Wilshire's DC practice - thought leadership through Wilshire's Defined Contribution Committee

Principal

• Apr 2019 - Mar 2022

Senior Associate

• Aug 2016 - Mar 2019

Assist investment consultants in providing customized solutions to US corporate 401(k) plans and pension funds.Co-lead client relationships by acting as the day-to-day point of contact for clients and their vendors, and presenting at investment committee meetings. Project-manage client deliverables by liaising with relevant parties, developing project timelines, managing expectations, and ensuring quality while adhering to demanding deadlines.Conduct investment manager searches across a range of asset classes (including US and international equity, fixed income, target date funds, and liquid alternatives) and investment vehicles (mutual funds, commingled trust vehicles, and separately-managed accounts).Analyze 401(k) plan participant demographics, investment lineup structure, asset allocation, investment expenses, and fund performance to identify opportunities for improvement. Develop and review investment policies and guidelines unique to each client’s circumstances. Show less

Associate/Senior Associate

• Oct 2014 - Jul 2016

Assisted investment consultants in providing customized solutions to US corporate 401(k) plans and pension funds.

Analyst

• Aug 2011 - Sep 2014

Supported investment consultants in developing and delivering advice to UK pension plans.Played an instrumental role in investment strategy reviews, asset-liability modelling (ALM) studies, de-risking glide path construction, manager and fund selection, due diligence, transition implementation, and performance evaluation and monitoring.Facilitated monthly and quarterly client performance monitoring; produced reports, papers and presentations containing complex investment advice; ensured instant communication to clients of any major developments within the industry, including governance issues and changes at investment management firms. Show less

Investment Analyst (Summer Internship)

• Jun 2010 - Aug 2010

Delivered performance monitoring reports, assisted in reviewing Statements of Investment Philosophy, drafted advice emails to UK pension clients on any significant developments in the capital markets and/or at investment management firms. Delivered performance monitoring reports, assisted in reviewing Statements of Investment Philosophy, drafted advice emails to UK pension clients on any significant developments in the capital markets and/or at investment management firms.

Research Assistant (Summer Internship)

• Jul 2009 - Sep 2009

Conducted desk-research on the topic of "Coordination failure in humanitarian aid", produced quantitative and qualitative analysis, summarising the findings in a report. Conducted desk-research on the topic of "Coordination failure in humanitarian aid", produced quantitative and qualitative analysis, summarising the findings in a report.

Analyst (Summer Internship)

• Jul 2008 - Sep 2008

Conducted market research of the local DC pensions market and delivered a comparative overview of retirement and savings products offered to retail investors by a range of providers. Conducted market research of the local DC pensions market and delivered a comparative overview of retirement and savings products offered to retail investors by a range of providers.