AREAS OF EXPERTISE
- Analyst
- Institutional Portfolio Manager
- Information Technology Administrator
EXPERIENCE
SCS FINANCIAL, LLC, Boston, MA
Institutional Portfolio Manager
- Examined and improved the use of technology to support the success of client marketing, portfolio management, performance analytics, and risk management in a highly entrepreneurial and sales driven hedge fund group
- Straddled multiple departments utilizing a blend of operational management, fundamental analysis, and technology based skills
- Worked closely with broker to win $50M university endowment alternative investment position
- Managed private wealth of family office client’s $50M allocation to hedge funds
TUDOR INVESTMENT CORPORATION, Greenwich, CT
Head Analyst, External Investment
- Co-Managed proprietary capital only hedge fund investment program (»$500M+)
- Co-Managed Trader Recruiting Due Diligence process
Analyst, Tudor Japan Accelerator – Tudor Ventures Group
- Researched and analyzed foreign information technology businesses in Japan prior to investment
- Conducted performance measurement and analysis of middleware tech companies until the accelerator was discontinued in 9/11
Information Technology Administrator
- Co-Managed IT Group with CIO responsible for annual multi-million dollar budget expenditures
- Delivered strategic, project management, procurement, negotiation, and technical related work products
- Led recruitment efforts for software development, help desk, data, and telecom staff