SCS Financial  

Institutional Portfolio  Manager 

• Responsible for the enhancement of client marketing, portfolio management, quantitative analytics, and risk management in a highly entrepreneurial and sales driven environment.
• Managed family office client’s $50M allocation to hedge funds.
• Worked closely with broker to win $50M university endowment alternative investment position.
• Provided sales and analytical functions for pitching new hedge fund products to wire houses for retail investors.

Tudor Investments

Head Analyst – External Investment

• Co-Managed and monitored proprietary fund of funds investment portfolio ($800M+ notional) on behalf of senior management at Tudor Investments.
• Led search for hedge funds based on relevant strategies and manager selection process by identifying and developing new relationships with senior fund managers/principals.
• Drove Asia-related research process to identify suitable external investment fund candidates as well as maintain research on Asia-related trader recruiting effort, including screening trader applicants.
• Structured, built and maintained trader and hedge fund manager database including the collection of performance data, using analytical software to prepare risk analysis and reports as necessary.
• Facilitated the Due Diligence process of new external hedge fund investments as main contact with external hedge fund’s investor relations, portfolio teams, and financial groups.
• Negotiated terms of select financing, side letters for capacity, liquidity, and tracked audited financials, 13Fs, K-1s, and worked with General Counsel and COO/Head of Middle Office on subscription and financing related matters.
• Directed maintenance and analysis of hedge fund portfolios including monthly return analysis and manage the preparation of quarterly management reports to senior partners including chairman.