Quantum AdvisoryHead of Investment Consulting
Jan. 2013 - Dec. 2017Undertook significant business development initiatives whilst managing client relationships and providing strategic investment advice to Quantum's largest clients (DB and DC). Developed and maintained strategic partnerships with Fiduciary managers, putting in place a manager research database, to ensure clients received the best possible strategy implementation mechanisms. Built and managed a high-performing team of 12 analysts and consultants, fostering a collaborative environment for traditional manager research, ALM modeling, analytics, and consulting.
• Optimized portfolio performance and risk management by implementing innovative investment strategies utilizing stochastic and deterministic asset and liability modeling.
• Grew the investment business by 30% annually, securing new business wins, expanding services to existing clients, and delivering tailored investment consulting solutions.
• Improved client relationships, enhanced real-time decision-making capabilities, and streamlined actuarial, investment consulting, and administration processes by implementing the QuantiFI platform.
• Enhanced financial stability and long-term sustainability by advising clients on de-risking strategies, including funding level and rates triggers, and implemented bespoke LDI arrangements.