Experience

IndexIQ

• United States
• Investment Management
• 1 - 100 Employee

• Senior Index Analyst

  • Feb 2022 - Present

  New York, New York, United States Responsible for the maintenance of existing and development of new indexes underlying the firm’s ETFs, SMAs, and mutual funds. Implement index rebalances, perform daily quality control checks and monitor and process corporate actions, research new index strategies, maintain index procedures and methodology documents, and provide index analytics and educational content to internal & external stakeholders. Work closely with the index team, portfolio managers, sales, marketing, legal, and… Show more Responsible for the maintenance of existing and development of new indexes underlying the firm’s ETFs, SMAs, and mutual funds. Implement index rebalances, perform daily quality control checks and monitor and process corporate actions, research new index strategies, maintain index procedures and methodology documents, and provide index analytics and educational content to internal & external stakeholders. Work closely with the index team, portfolio managers, sales, marketing, legal, and external index partners as the point of contact for index-related matters. Show less



ETF Global

• United States
• Research
• 1 - 100 Employee

• Director of Research

  • Oct 2019 - Feb 2022

  Greater New York City Area Spearheaded the firm’s research strategy and content. Built a taxonomy as an alternative to traditional classifications, most notably the style-box, which was designed to capture the nuances of ETFs as an investment structure, reflect the discrete characteristics of each ETF, and facilitate more robust product and peer-group analyses. Provided written commentary and thought leadership focusing on topics including ETF product and industry trends, competitive analysis, fund flows activity… Show more Spearheaded the firm’s research strategy and content. Built a taxonomy as an alternative to traditional classifications, most notably the style-box, which was designed to capture the nuances of ETFs as an investment structure, reflect the discrete characteristics of each ETF, and facilitate more robust product and peer-group analyses. Provided written commentary and thought leadership focusing on topics including ETF product and industry trends, competitive analysis, fund flows activity, and passive exposure analysis and attribution. Co-led the firm’s ETF model portfolio selection process, rebalancing, and commentary.

• Vice President

  • Jul 2016 - Oct 2019

  Greater New York City Area

• Associate

  • Jul 2015 - Jul 2016

  Greater New York City Area