PROFESSIONAL SUMMARY
Accomplished investment professional with over 15 years of experience delivering thought-provoking research in support of investment decisions and financial objectives. Expertise developing market intelligence and data analysis to address questions related to investment performance, market structure and strategic decision-making.
SKILLS
Sophisticated acumen in both traditional and alternative asset class investments
Expertise synthesizing financial metrics to guide and inform investment strategy
Ability to craft impactful presentations to discuss and review key analysis
Exceptional verbal and written communication
Demonstrated ability to deliver innovative solutions and uncompromising service
Experienced leader, training and developing junior team members
Deadline-driven with meticulous attention to detail, analytical and inquisitive nature
Proficient in Bloomberg, FactSet, G Suite, Microsoft Office Suite, Thomson ONE, Siebel and Wrike
WORK HISTORY
Vice President, BlackRock
San Francisco, CA 08/2018 to present
Member of BlackRock's factor-based and multi-asset strategies investment teams
Responsible for driving thought leadership, marketing strategy and sales enablement initiatives for multi-asset and factor-based approaches to investing
Director of Partner Engagement, Bullet Point Network, L.P.
San Mateo, CA 02/2018 to 08/2018
Lead content developer and brand marketer for an early stage financial technology startup, focused on improving qualitative and quantitative investment analysis with graph-database technology.
Worked directly with CEO and the Chief Research Architect to write, curate and edit content in Bullet Point Network’s website, videos, case studies, pitch decks, outbound emails and marketing copy.
Created a corporate website that engages users in the conversation of quantamental investing, offers data visuals embedded in Tableau and interactive AngularJS graphs to entice members to contribute their views on a wide range of investment topics.
Assistant Vice President, Research & Strategy, Partners Group (USA), Inc.
San Francisco, CA / Zug, Switzerland, 05/2012 to 09/2017
Strategic researcher for Partners Group's USD 10 billion private real estate platform.
Delivered quantitative analysis on macroeconomic and fundamental real estate data to identify sourcing opportunities, uncover emerging trends, and evaluate cyclical risk.
Planned investment capacity and monitored portfolio development of direct and integrated real estate mandates, totaling more than USD 1 billion in committed capital.
Presented investment strategy and relative value assessment to clients, investment professionals and senior management, supporting 62 direct debt and equity real estate transactions.
Wrote quarterly assessment for CEOs and Board of Directors on private real estate platform development and investment outlook, deployment pace and performance goals.
Principal researcher and author for white papers addressing a range of institutional investment topics as well as the Private Markets Navigator, the firm's biannual investment outlook publication.
Developed multi-media content for Partners Group's annual general and advisory board meetings.
Product Manager, Private Real Estate, Partners Group (USA), Inc.
San Francisco, CA / Zug, Switzerland, 03/2010 to 04/2012
Coordinated the product launch and supported fundraising of Partners Group's distressed real estate fund and subsequent direct real estate programs; current AUM of USD 2 billion.
Led the initiative to revise, streamline and automate the quarterly reporting process and customize content for private real estate clients as private real estate AUM rose USD 9 billion from 2010-2017.
Established the first U.S.-based product management team for Partners Group, including interviewing, hiring and training six new team members to support rapid growth.
Managed the quarterly reporting process on key statistics related to performance, cash flows and valuation changes for Partners Group's LP and mandate client portfolios.
Presented the product management team and function to clients, prospects and colleagues.
Performance and Analytics Research Consultant, InterSec Research/State Street Corporation
Boston, MA, 09/2008 to 03/2010
Delivered client-tailored research and analyzed new developments in the USD 1 trillion U.S. institutional international and emerging market equity investment universe.
Provided competitive analysis on institutional product offerings, performance, asset flows and new product development for global, international and emerging asset managers.
Consulted on the peer universe and competitive landscape using return-based style attribution and performance analytics.
Responsible for vetting quantitative and qualitative data on asset managers to produce industry reviews.
Authored regular client communication, market environment reports and client-specific presentations.
Developed website content, functionality and design elements of the InterSec Research website.
Financial Writer, Brandes Investment Partners, L.P.
Del Mar, CA, 07/2005 to 08/2008
Member of an independent research and thought leadership division of Brandes Investment Partner, L.P., responsible for educating clients on aspects of market structure and investor behavior.
Wrote and edited white papers, articles, brochures, product profiles, newsletters, technical briefs, website content, quarterly commentaries, presentations, scripts and press releases.
Collaborated with sales, marketing and portfolio management teams to ensure consistency of message and adherence to firm branding throughout the company's communications efforts.
Analyzed industry trends and published original research on value-oriented investment strategy.
Reviewed and articulated client performance and attribution data through quarterly commentaries.
Presented research findings to a diverse audience of clients.
EDUCATION AND TRAINING
University of Massachusetts at Amherst
Bachelor of Arts, Journalism
Columbia Business School Executive Education
Value Investing
Brandes Investment Partners Professional Development Program
Financial Analyst Overview Course