Director Of Operations

• Aug 2017 - Present

Senior Financial Analyst

• Aug 2016 - Nov 2016

Director

• Jan 2016 - Jun 2016

Oversee and provide day-to-day support for the Altair Funds platform with $4.1B in AUM and 50+ active funds Part of two-person team responsible for integrating a $650 million hedge fund from the acquisition of Constellation Wealth Advisors into the Altair platformParticipate in and assist with new fund launch efforts, including coordination with various internal/external parties, review of legal documentation for reporting requirements, fee structures, etc.Liaise with third-parties and front-office team to meet ad-hoc requests and compile quarterly/annual reportsAssist with quarterly valuation process and client-reporting requirementsReview, prepare, and facilitate capital activities between LPs and underlying managersWork with management team to develop and test infrastructure to accommodate growth and systems integrationEstablish and implement operational processes and procedures

Associate Director

• Jan 2015 - Dec 2015

Senior Associate

• Jan 2014 - Dec 2014

Associate

• Sep 2011 - Dec 2013

Conducted compliance checks on Wilshire’s hedge fund platform managers to ensure trade activities and portfolios are under compliance as defined by the Investment Management Agreements. Results of compliance checks are then reported monthly to clients of the platform. Participating member of Wilshire’s internal Risk Committee and Alternatives Oversight Committee. Meeting topics include due diligence on prospective hedge fund managers, identifying Wilshire’s risks and exposure, and reviewing and making decisions in relations to the hedge fund platform.Produced PowerPoint presentation covering performance of Wilshire Mutual Funds and Wilshire Variable Insurance Trust Funds for quarterly Board Meetings.

Jr. Equity Analyst

• Jun 2008 - Jun 2011

Knowledge of financial statement analysis and financial modeling on Microsoft Excel. Report on market movements of approximately 80 publicly traded companies with market caps greater than $1 billion; build financial models for these companies which are updated quarterly. Responsible for writing conference call summary reports for companies in the consumer durables and retail industries; notes are then used by the Portfolio Manager in making trading decisions. Work closely with Portfolio Manager in monitoring current portfolio companies; cooperate with other analysts in conducting industry research, financial modeling, and market analysis. Utilize research reports and financial information portals to suggest trading ideas to Portfolio Manager.

Vendor Analyst

• Jan 2007 - Jun 2008

Worked with company's biggest vendor account, Hill's Science Diet, to create strategies through on-the-ground industry research and data collection for market share gains; information collected used to help drive unit sales through innovative marketing campaigns and targeted customer advertising. Database mined and tracked clients to observe consumer purchase trends - presented in bi-weekly meetings for discussion and review of product performance, margin analysis, and shelf space allocation. Analyzed sales trends to provide insightful conclusions and recommendations to improve business-building opportunities; collected consumer data to filter and trend loyalty, timing, and defection of customers to maximize effectiveness of advertising budget.

Intern

• Jan 2006 - Jan 2007

Loan and Distribution Processor Calculated pension payout amount under vesting schedules for Qualified Retirement Plans for financial institutions including John Hancock, Nationwide, ING, and American Funds. Created amortization schedules for loan and hardship requests against retirement plans. Loan and Distribution Processor Calculated pension payout amount under vesting schedules for Qualified Retirement Plans for financial institutions including John Hancock, Nationwide, ING, and American Funds. Created amortization schedules for loan and hardship requests against retirement plans.