Head of Trade Operations, US

• Oct 2023 - Present

Business Manager - Public Equity Strategies

• 2019 - 2022

Promoted to ‘Business Manager’ for a group responsible for managing a portfolio of external hedge funds while formulating proprietary absolute return strategies. Oversees all non-investment aspects of the two internal funds including budgeting, forecasting, financial planning and analysis, and serve as business partner to corporate accounting and treasury functions. Monitors performance against the goals of the annual budget and operating plan. On a daily basis, directs and oversees trading… Show more Promoted to ‘Business Manager’ for a group responsible for managing a portfolio of external hedge funds while formulating proprietary absolute return strategies. Oversees all non-investment aspects of the two internal funds including budgeting, forecasting, financial planning and analysis, and serve as business partner to corporate accounting and treasury functions. Monitors performance against the goals of the annual budget and operating plan. On a daily basis, directs and oversees trading and execution, operations, reconciliations, counterparty and vendor management. - Oversees the capital allocation process, risk limits, margin & financing, trade, P&L & cash reconciliations, corporate actions processing, execution & clearing relationships including fees review, subscriptions/redemptions and NAV production for the internal funds. - Manages projects that include the onboarding of a new prime broker, setting up intra-day trading, creating GIPS compliant track record, developing an Operations Management tool, and the addition of new data sets for research. - Manages relationships and negotiations with new and current third-party vendors for contracts including ISDA, Prime Brokerage Agreements, and Term Margin Agreements. - Partners with IT stakeholders to implement improvements to the pre and post trade platforms, the extensive AWS infrastructure, vendor connectivity, risk & performance reports. - Serve as a liaison to the AIG Corporation with regard to internal audits, business continuity and disaster recovery compliance, technology, compliance, legal and various risk management activities.

Head of Front Office & Analytics Technology

• 2014 - 2019

Led vision, strategy, and execution for all facets of front office and investment analytics applications and processes. Maintained accountability for a portfolio of technologies governing Trade Capture, Trade Execution, Pre and Post Trade Compliance, Portfolio Management, Performance Measurement and Attribution, and Reporting for $350B in assets under management. - Across all asset classes, supported stress testing, market risk, regulatory requirements, and other areas through the… Show more Led vision, strategy, and execution for all facets of front office and investment analytics applications and processes. Maintained accountability for a portfolio of technologies governing Trade Capture, Trade Execution, Pre and Post Trade Compliance, Portfolio Management, Performance Measurement and Attribution, and Reporting for $350B in assets under management. - Across all asset classes, supported stress testing, market risk, regulatory requirements, and other areas through the management of analytics execution platforms. - Served as the Product Owner for the Investments Portal which provides access to Investments and Enterprise Risk Management users to all data and reports from a single view. - Orchestrated and executed a project to develop an Enterprise Structured Products Modeling Solution, integrating collateral and waterfall models and an analytics platform into a single process. Leveraged High Performance Computing on AWS to lower processing times from two weeks to one day. - Transformed the performance calculation process to bring down the lag in processing from T+2 to T+

Business Analyst/Project Manager

• 2013 - 2014

Hired to lead technology projects for a $12B multi-strategy hedge fund. Scope of initiatives included the integration of Geneva, Security Master, Price Master, Polaris data warehouse, and a FX hedging tool into the daily process. - Developed a hedging tool and calculated key metrics to be included in reports. - Created reports providing insight into P&L attribution, exposure, price comparison, management dashboards, risk analysis, collateral management and cash balances across… Show more Hired to lead technology projects for a $12B multi-strategy hedge fund. Scope of initiatives included the integration of Geneva, Security Master, Price Master, Polaris data warehouse, and a FX hedging tool into the daily process. - Developed a hedging tool and calculated key metrics to be included in reports. - Created reports providing insight into P&L attribution, exposure, price comparison, management dashboards, risk analysis, collateral management and cash balances across multiple asset classes. Show less Hired to lead technology projects for a $12B multi-strategy hedge fund. Scope of initiatives included the integration of Geneva, Security Master, Price Master, Polaris data warehouse, and a FX hedging tool into the daily process. - Developed a hedging tool and calculated key metrics to be included in reports. - Created reports providing insight into P&L attribution, exposure, price comparison, management dashboards, risk analysis, collateral management and cash balances across… Show more Hired to lead technology projects for a $12B multi-strategy hedge fund. Scope of initiatives included the integration of Geneva, Security Master, Price Master, Polaris data warehouse, and a FX hedging tool into the daily process. - Developed a hedging tool and calculated key metrics to be included in reports. - Created reports providing insight into P&L attribution, exposure, price comparison, management dashboards, risk analysis, collateral management and cash balances across multiple asset classes. Show less

Vice President

• 2010 - 2013

Coordinated and led multiple technical initiatives for this leading investment management and wealth management business. Developed and configured an FX clearing infrastructure using SunGard BMI to support house and standalone clearing clients. Leveraged experience in hedge funds to build out a data warehouse for the company’s prime brokerage business. Coordinated and led multiple technical initiatives for this leading investment management and wealth management business. Developed and configured an FX clearing infrastructure using SunGard BMI to support house and standalone clearing clients. Leveraged experience in hedge funds to build out a data warehouse for the company’s prime brokerage business.

Associate Director

• 2008 - 2011

Consulted for multiple hedge funds on implementation of trading workflows, security master, price master, reconciliation engine, hedging process, data warehouse, counterparty risk management, and reporting.

Sr. Business Analyst

• 2005 - 2008

Program Manager – Pre-Release Programs

• 2003 - 2005

Program Manager

• 2001 - 2003