Experience

Illinois State Board of Investment

• United States
• Investment Management
• 1 - 100 Employee

• Assistant Investment Officer

  • Mar 2023 - Present

  Work with the Senior Investment Staff and continuously review and monitor ISBI’s investment portfolio Assist Senior Investment Staff to measure, monitor and manage investment risks across the entire investment program Work with the Senior Investment Staff and continuously review and monitor ISBI’s investment portfolio Assist Senior Investment Staff to measure, monitor and manage investment risks across the entire investment program



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Investment Associate

  • Sep 2016 - Jun 2022

  Assisted in managing compliance oversight of CLOs and other portfolios of credit instruments Produced and monitored monthly and quarterly payment reports of CLOs Reviewed portfolio compliance metrics and requirements for potential investment trade scenarios Managed daily activity flow for loans in internal loan accounting system Assisted in trade settlement administration including reviewing documentation, scheduling and closing settlements, and disseminating information to third party portfolio custodians Performed daily cash reconciliation for investment portfolios and resolved issues Compiled portfolio cash position projections for portfolio managers Show less



HSL Ventures

• United States
• Wholesale
• 1 - 100 Employee

• Business Development Intern

  • Feb 2016 - Aug 2016

  Analyzed potential deals received from suppliers for their acquisition and remarketing profitability Monitored the performance of company inventory and made pricing and purchasing recommendations Consolidated and organized sales performance data on a biweekly basis Analyzed potential deals received from suppliers for their acquisition and remarketing profitability Monitored the performance of company inventory and made pricing and purchasing recommendations Consolidated and organized sales performance data on a biweekly basis



Lease Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Marketing Intern

  • Nov 2014 - Jan 2016

  Generated and edited content for media postings on company website and associated publications for potential clients, marketing material for current clients, and satisfaction surveys for past clients Researched and well-informed in technology, investments, and trends within the telecommunications industry via management consulting publications and market experts Trained in CMS Baunfire content backend, SurveyMonkey survey generating and data analysis, and Hootsuite marketing automation platform, as well as company voice Researched and organized philanthropic efforts between company and cooperating organizations Show less



Foresters Financial

• Canada
• Financial Services
• 700 & Above Employee

• Financial Services Intern

  • Sep 2015 - Nov 2015

  Developed financial services knowledge through an extensive curriculum covering asset allocation strategies, mutual funds, retirement plans, and business planning Audited conference calls with regional managers; sales, marketing, and FINRA training sessions for new representatives; and case study meetings Worked closely with licensed representatives, observing client interaction, investment proposal preparation, needs analysis execution, and drafts correspondence Developed financial services knowledge through an extensive curriculum covering asset allocation strategies, mutual funds, retirement plans, and business planning Audited conference calls with regional managers; sales, marketing, and FINRA training sessions for new representatives; and case study meetings Worked closely with licensed representatives, observing client interaction, investment proposal preparation, needs analysis execution, and drafts correspondence



UCLA

• United States
• Higher Education
• 700 & Above Employee

• Copy Staffer

  • Sep 2012 - Jun 2014

  Interviewed university professors, faculty, and students and reported on campus climate, events, issues, activities, and news Edited for style, consistency, clarity, and accuracy of articles written by fellow copy writers Attended general and copy meetings and completed weekly office hours to collaborate with staff Interviewed university professors, faculty, and students and reported on campus climate, events, issues, activities, and news Edited for style, consistency, clarity, and accuracy of articles written by fellow copy writers Attended general and copy meetings and completed weekly office hours to collaborate with staff