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Work Background
Risk Management Specialist
JefferiesRisk Management Specialist
Jan. 2023Support the Risk Management team as needed to ensure timely and accurate end of day VaR and PFE publishing. Interact with Risk Operations and Risk Managers to analyze their requests and issues. Work with Risk Technology Business Analyst and development teams to implement solutions.
Technical Business Analyst
JefferiesTechnical Business Analyst
Jun. 2021 - Jun. 2023Implement and support automation solutions by determining and communicating requirements to internal/external developers. Design UI forms, business process logic, and decision flows based on predictive models and business rules. Manage and apply application releases, upgrades, training, and guidance to end users related to application configuration and functionality.
Product Manager, GWM Financial Wellness
UBSProduct Manager, GWM Financial Wellness
Jun. 2020 - Jun. 2021Driving and defining the digital, online, and financial wellness experience for wealth management and corporate clients. Building a comprehensive offering that is designed to help reduce financial stress and empower individuals to plan, prepare for, and reach their financial goals through digital and human engagement. - Maintain the financial wellness P&L financial model - Track reinvestment metrics to drive growth with existing clients and research prospects
Alternative Investment Operations, Associate
Morgan StanleyAlternative Investment Operations, Associate
Jan. 2020 - Apr. 2020Greater New York City AreaSupport the operational processing for ensuring clients who look to invest in Hedge Funds, Funds of Funds, Exchange Funds, Private Equity, Real Estate Funds as well as Custom Portfolios are able to do so in accordance with the terms and time frames set forth by the fund. Perform various Alternative Investments transaction reconciliation on a daily basis. Assist with ad-hoc reporting and projects. Process transactions (subscriptions, distributions, redemptions, valuations and transfers) daily with time sensitive deadlines.
US Wealth Advisory Alternatives, Associate
BlackRockUS Wealth Advisory Alternatives, Associate
Jan. 2018 - Oct. 2019Greater New York City AreaCreate accessibility and transparency of Private Equity, Private Credit, Real Assets and Hedge Funds to research analysts and investment professionals at BlackRock's US Retail partner firms.
Institutional Alternatives Specialist, Analyst/Associate
BlackRockInstitutional Alternatives Specialist, Analyst/Associate
Jan. 2014 - Dec. 2017Greater New York City AreaExecute sales campaigns and product development for Credit funds focused on Private Credit, Middle Market, Distressed & Special Situations; Real Estate funds focused on Core, Value-add, Opportunistic, and Senior Mezzanine Debt.
Product Specialist, Administrative Assistant/Analyst
BlackRockProduct Specialist, Administrative Assistant/Analyst
Jun. 2010 - Dec. 2013Greater New York City AreaLogistical coordinator for the Institutional Client Business internal sales training series for the Americas Institutional Focus Products. Track attendance patterns and post-training survey results, translating all data into PowerPoint and Excel for senior leaders.
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