Business Management Associate

• Mar 2022 - Present

Marketing Associate and Consultant

• Dec 2018 - Nov 2021

Senior Investment Associate

• Jul 2014 - Oct 2016

• Worked closely with Investment Directors in a fast-paced, dynamic work environment to provide custom investment solutions for endowments of 8 nonprofit institutions with assets under advisory ranging from $50 million to $450 million • Managed timelines for quarterly client materials, setting intermediary deadlines and communicating progress to client teams during the creation/editing process to meet specified goals • Compiled and analyzed historical asset allocation, spending, and client performance data to provide Investment Directors context with which to address issues of risk, liquidity, and diversification within each client's portfolio • Evaluated portfolio characteristics and performance of prospective investment managers across asset classes on comparative basis with current managers in client portfolios to assess the portfolios' strategic positioning in the current market environment • Drafted investment memos recommending investments and redemptions of investment managers, citing qualitative and quantitative factors gathered from C|A published manager research to support recommended actions

Fundamental Equity Product Management Intern

• Jun 2013 - Aug 2013

- Prepared monthly and quarterly performance and attribution reports for clients. - Worked as liaison between Fundamental Equity portfolio managers, client portfolio managers and clients, providing answers to client inquiries about products using internal databases and FactSet - Updated marketing materials for Goldman Sachs Core and Growth equity products, including pitch and review books, strategy profiles, and stock commentary. - Constructed a multi-asset class portfolio for hypothetical client and presented to over 40 GS employees for the Salt Lake City GSAM Intern Class Summer Project.