Experience

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  Stone Harbor Investment Partners

  • United States
  • Investment Management
  • 1 - 100 Employee

  • FX Trader & Risk Strategist

    • Jan 2019 - Apr 2023

    I was selected to manage the hedging of several billion dollars notional value of FX forwards across 10+ currency pairs and over 50 account segments. I led the daily monitoring of currency exposures against hedge benchmarks and rebalancing requirements, managing a team of 3. Additionally, I oversaw the administration and repatriation of all non-USD share class subscriptions or redemptions, coupons, and bond trades, managing and adjusting all hedges associated with these positions.

  • Trader & Credit Analyst, High-Yield / Bank Loans / Convertibles

    • Jan 2012 - Dec 2018

    Promoted to active risk management and trading role, monitoring convertible bond and equity markets and making appropriate adjustments for $200M AUM across multiple portfolios. Analyzed new issues, reviewed and modeled existing credits for potential / continued portfolio inclusion, assessed trading levels for holdings compared to market levels, always seeking profitable opportunities. In 2016, took on oversight of $1.2BN AUM in bank loans: traded and assessed credit data relating to loan portfolios and wider leveraged loan market, and prepared RFPs for high-yield and bank loan investors. Credit Analyst covering Lodging & Services sectors for high-yield and bank loans.

  • Risk Analyst

    • Apr 2006 - Dec 2011

    I joined on the launch of this independent, fixed income investment manager focused on emerging market debt, high-yield and multi-sector credit strategies with AUM of $65BN at peak. I developed risk reporting processes and performed analysis across various strategies as a member of the risk team that grew to 10 people.

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  Citigroup Asset Management Investments LLC

  • New York, New York, United States

  • VP, Risk Analyst

    • Jul 2001 - Apr 2006
    • New York, New York, United States

    Brought in to Citi’s AM business, acquired by Legg Mason in 2005, I was tasked with the review of daily risk reports for EM debt, high-yield, investment grade, and multi-asset portfolio managers. I also produced performance attribution and created bespoke risk reporting for larger external clients.

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  BNY Mellon

  • New York, New York, United States

  • Mutual Fund Accountant

    • Oct 1998 - Jun 2001
    • New York, New York, United States

    Recruited following completion of my Bachelor’s in Finance, I provided daily mutual fund accounting across the Equity and Fixed Income portfolios. I prepared, recorded, and analyzed accounting activity, including researching and verifying corporate actions, daily income, and expense accruals, as well as processing shareholder activities. I calculated and reported fund Net Asset Values, checking the accuracy of daily asset pricing.