AVP, Forum Strategy and Analytics

• Apr 2022 - Present

Third Bridge is a global research firm disrupting the traditional investment research market, providing some of the world’s largest hedge funds, mutual funds, private equity funds and management consultancies with unique, human-led insights to help them make better investment decisions. A vision to deliver deep insight and unbiased market intelligence has evolved into a business with a range of complementary products, and a global presence and client base.Third Bridge Forum gives investors clarity and insight through detailed Interviews with industry executives, providing granular and highly relevant information that is hard to find elsewhere.•Analyze market trends, client holdings, Bloomberg, Pitchbook and other internal databases to determine global content coverage across all asset classes.•Leverage Google Big Query SQL, Google Colaboratory Python, Power BI, and GoogleLooker Studios to manage existing internal data and build new data tables, dataframes and visualizations.• Build and maintain tools and processes for tracking workflow, adherence to contentstrategy, and business performance.•Create visuals and presentations using information gathered through data analysis toprovide meaningful insights Senior and C-level leadership to inform businessdecisions.•Develop new means to measure user engagement after launching a web-basedinterface that tracks more user interactions.•Contribute to the success of new product launches by monitoring and analyzing data,and provide recommendations for changes and improvements.•Design and implement a new incentive model for individual contributors usinghistorical performance data and behavioral analysis to increase research production. Show less

Research Manager, Forum

• Jul 2020 - Apr 2022

• Directly manage, assist and grow a team of 20+ research associates to produce over 200expert interviews monthly; reporting directly to global manager.• Assist researchers through conducting research, sourcing specialists and organizinginterviews with industry thought leaders to provide investable insights to clients.• Create and develop internal systems to ensure consistent quality among researchersglobally, working with peers in London, Hong Kong and Shanghai

Senior Analyst

• Jun 2019 - Jul 2020

• Research, develop, and write economic reports on US industry trends, primarily focusing on accommodation and food service industries. • Analyze macroeconomic, demographic and industry-specific corporate financial data to identify and clearly communicate business/industry trends. • Perform multiple regression analyses to forecast economic performance using public and private data sources. • Joined our Risk team • Used R and multilinear regressions to forecast key external drivers and economic indicators to support our research • Prepare and present quarterly macroeconomic updates to management, with a particular focus in financial and labor markets. • Write media pieces that spotlight industry trends and economic forecasts of various industries to key clients, trade associations and journalists. Show less

Analyst Team Lead

• Feb 2019 - Jun 2020

IBISWorld provides industry information in the United States to a large range of clients. Analysts research economic, demographic and government data in order to report on over 1000 industries. Reports provide insight into market conditions, financial performances and supply chains.• Lead a team of industry analysts, providing project management, mentoring and training• Work on specialized development projects, primarily related to industry research reports and internal operations, including conducting feasibility work, title research and prototyping Show less

Lead Analyst

• Jan 2019 - Jun 2019

Industry Research Analyst

• Jan 2018 - Dec 2018

Brokerage Investment Professional

• Oct 2016 - Dec 2017

• Executed brokerage transactions and trades on behalf of clients, exceeding $120 million and assisted with new incoming asset transfers, totaling over $300 million. • Valued options contracts and portfolio performance. • Provided sound investment guidance discussions with clients to find suitable portfolio allocations tailored to their individual investing goals. • Monitored pricing trends on various mutual funds and stocks on a daily basis. • Executed brokerage transactions and trades on behalf of clients, exceeding $120 million and assisted with new incoming asset transfers, totaling over $300 million. • Valued options contracts and portfolio performance. • Provided sound investment guidance discussions with clients to find suitable portfolio allocations tailored to their individual investing goals. • Monitored pricing trends on various mutual funds and stocks on a daily basis.

Capital Markets Analyst

• Feb 2016 - Sep 2016

• Built and used Microsoft Excel to create data models to streamline data out puts from Salesforce to a weekly PDF report for upper level management to streamline business results. • Used advanced excel functions and Visual Basic coding to make models dynamic for constantly changing data. • Valued pay back periods and returns on investments of solar installation for each individual client. • Provided direct support to upper level management by preparing and presenting client presentations and explained new proposals when working on real estate acquisitions. • Created weekly updates on the global solar industry to help the top management make decisions on company growth toward new markets. Show less

Operations Manager, Basic Materials Sector Analyst

• Apr 2015 - May 2016

• 1 of 20 students selected from an extensive interview process to manage a $150K+ investment fund• Adhering to value investing principles, complete valuations using fundamental and technical analyses of firms to present to program peers for potential investment. • Responsible for specifically covering the basic materials sector and updating the class on current events and valuations of current and potential holdings

Work Study Intern

• Aug 2014 - May 2016

•Assisted the administrative office of the Department of Economics and Finance at the College of Charleston•Organized and file financial statements to create a more efficient system by which important documents are easily found and readily available•Worked with administrative software while doing payroll and creating class scheduling for each semester •Completed proper posting of faculty web pages that their presentation is appropriate for review during accreditation of the department Show less

Undergraduate Research Assistant / Author

• May 2015 - Aug 2015

•Aided in conducting S.C. Sea Grant funded state of knowledge report evaluating stormwater ponds in SC •Dictated and lead the fundamental research for the report by creating research platforms and collecting individual data while Collaborated on PhD level research documentation •Conducted focus groups of Stormwater professionals by facilitating and running presentations and discussions •Aided in conducting S.C. Sea Grant funded state of knowledge report evaluating stormwater ponds in SC •Dictated and lead the fundamental research for the report by creating research platforms and collecting individual data while Collaborated on PhD level research documentation •Conducted focus groups of Stormwater professionals by facilitating and running presentations and discussions