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Work Background
Morgan StanleyImpact Investment Strategist, Vice President
Jan. 2024New York City Metropolitan Area• Identified and evaluated prospective investment opportunities for the ~$200 billion Morgan Stanley Wealth Management Alternative Investment Platform, generating market rate returns
• Lead due diligence for initial and ongoing fund and co-investments with a focus on private investments including buyout, growth equity, venture capital, secondaries, and related sub-strategies with case analysis also conducted for hedge funds, private debt, private real estate, and infrastructure opportunities
• Lead the environmental, social, and governance (ESG) risk and impact due diligence for initial and ongoing fund and co-investments with a focus on private investments including buyout, growth equity, venture capital, secondaries, and related sub-strategies with case analysis also conducted for hedge funds, private debt, private real estate, and infrastructure opportunities
• Source unique investment opportunities for high-net-worth clients’ private investments focusing on impact investments which includes climate change solutions and sustainability, diversity, equity and inclusion, education, and healthcare
• Analyze managers’ investment process, track record, attribution, portfolio construction, and risk management capabilities
• Provide advice and recommendations to investment committees, financial advisors, and clients in collaboration with internal colleagues
• Authored more than 12 written research reports and commentaries on fund managers in 2022 and 2023, as well as two thought leadership pieces on market trends and opportunities impacting alternative investment strategies.
• Monitor the performance and risk profile of existing investments on the Morgan Stanley Wealth Management Platform, ensuring that GPs adhere to their LPA’s guidelines, client policy restrictions, and side letter requirements, while also achieving their targeted returns
Morgan StanleyPrivate Markets Impact Fund and Co-Investment Research, Vice President
Apr. 2022 - Dec. 2023New York City Metropolitan Area
Morgan StanleyPrivate Equity Due Diligence Analyst, Vice President
Jul. 2021 - Apr. 2022New York City Metropolitan Area
Office of the New York City ComptrollerInvestment Officer, Private Equity
Apr. 2017 - Jul. 2021Greater New York City Area• Identified and evaluated prospective investment opportunities for the NYCRS $12.9 billion private equity portfolio, generating a net IRR of high teens or better • Sourced and conducted due diligence on private equity investment opportunities annually, ensuring that NYCRS was consistently investing approximately $3.0 billion into private equity on an annual basis and generated a return that beat the benchmark of the Russell 3000™ plus 300 basis points
• Presented investment opportunities to the Investment Committee and to 59-member Board of Trustees through written and oral presentations, resulting in over 90% of the recommendations being approved by trustees and an annual investment pace of $3.0 billion • Interfaced with General Counsel’s office and consultants in negotiating terms and conditions of new limited partnership agreements (LPAs) and side letter agreements up to 7 deals annually
• Collaborated with consultants to design and execute the Systems’ private equity annual plan, which has led to an annual pacing of $2.5 billion to $3.0 billion and an increase in performance of 500 basis points in the duration of employment
• Monitored the performance and risk profile of existing investments within the NYCRS’ private equity portfolio, ensuring that GPs adhere to their LPA’s guidelines, NYCRS policy restrictions, and side letter requirements, while also achieving the stated benchmark • Identified and evaluated over 70 impact and/or climate change solutions-focused alternative investment funds
• Represented NYCRS at limited partner advisory committee meetings (LPACs), annual meetings, and quarterly update calls
• Designed, presented, and received trustee authorization for a $600 million re-up of NYCRS’ Private Equity Emerging Managers program • Participated in working group to create a new risk, compliance, and operations diligence template which resulted in a 25% efficiency in the BAM private markets diligence process
Office of the New York City ComptrollerSenior Investment Analyst, Private Equity
Apr. 2015 - Apr. 2017Greater New York City Area
Office of the NYC ComptrollerFinancial Analyst
Aug. 2014 - Apr. 2015New York, New York• Led mortgage document reviews, calculated/recorded rate locks and other analytical and administrative activities for the New York City Retirement System’s (NYCRS) $565 million Private Public Apartment Rehabilitation (PPAR) program, resulting in the construction or restoration of 1,500 affordable housing units
• Participated in investment proposal meetings and produce related summary reports and memos, resulting in 2 additional participants in the PPAR program
• Created database that contained all current rate locks, current information on late delivery notices and approvals, a schedule for upcoming mortgage deliveries, a breakdown of fee calculations and loan amounts on a per-fund basis for the PPAR program which resulted in a 25% increase in efficiency for the ETI team
Special CounselAML Business Analyst (Contractor)
Aug. 2013 - May. 2014Business Analyst contractor for a large MSB client, which was working through a consent order, to assist in the enhancement of its investigation procedures
• Completed over 250 Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) investigations of the risks/issues that occurred during user acceptance testing (UAT) of upgrades made to the client’s transaction monitoring system (TMS) and raised them to management and the client, when necessary
• Played a lead role in the identification and analysis of the 17 risk controls for the client’s credit card TMS • Created and maintained the test plans for the 60 plus TMS upgrades for the client’s retail banking and credit card businesses
Moody's RatingsExternal Consultant- Co Project Manager & SIPA Liaison
Jan. 2013 - May. 2013New York, New York
NYC Retirement SystemsSummer Associate
Jan. 2012 - Dec. 2012
Barclays Investment BankOperations Analyst-Conduit Operations
Dec. 2009 - Aug. 2011Operations analyst for the commercial paper desk • Tested the operations system requirements for a new platform used to reduce manual allocation of commercial paper (CP) to counterparties which resulted in a 60% increase in efficiency for the Conduit Operations team
• Managed the daily CP issuance and settlement for the Asset-Backed Commercial Paper (ABCP) conduits, Sheffield and Salisbury, with a combined outstanding of $10 billion
• Determined daily commercial paper requirement, obtained from various seller reports and an understanding of each seller’s funding preferences and communicated funding requirements to traders
Barclays Investment BankOperations Analyst-Whole Loan Operations
Sep. 2008 - Dec. 2009Operations analyst for the whole loan (residential mortgages) desk • Drafted and tested the operations system requirements for a front-to-back-office database which increased synergies between departments and resulted in a 50% increase in efficiency for the Whole Loans team
• Researched loan documentation issues, organized the wire transfers and funding trades, and confirmed the final loan valuation for a $1.9 billion sale of Barclays Capital’s whole loans portfolio to C12 Capital Management
• Managed the principal and interest remittances for up to 20,000 subprime whole loans on a monthly basis
Lehman BrothersOperations Analyst-Mortgage Middle Office
Jul. 2008 - Sep. 2008
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