Where strategy meets execution.
Unlocking enterprise analytics through data mesh solutions.
Consolidated scattered data assets into actionable insights, enabling smarter decision-making across the organization. Spearheaded the development of internal tools and solutions that empowered teams to access Fitch’s enterprise datalake via Starburst’s data mesh platform. Acted as the primary point of contact for cross-functional teams seeking to leverage data more effectively. Owned the full development lifecycle—from concept to delivery—ensuring high-impact, user-centric outcomes.
100%
of data workflows restructured to leverage Starburst and enterprise datalake
3+ Departments
integrated into unified analytics products
End-to-end
project ownership—from product vision to rollout—for internal analytics enablement
A strategic reporting transformation.
Supported a $90B+ asset manager through a firm-wide modernization of portfolio reporting. Focus included executing detailed portfolio analysis, automating SMA workflows, and supporting institutional client communications through customized reporting and commentary.
Combined 3
enterprise functions integrated through analytical dataset development for improved access and cross-team collaboration at Fitch Ratings
$90B+
in portfolio assets analyzed across equities and fixed income, including performance attribution and portfolio statistics
100%
of SMA segment reporting rebuilt and automated during a system transition from FactSet to SCD
Reengineering risk
across $160B+
Supported over $160B in assets under management through roles in risk analytics, performance reporting, and portfolio construction. Developed tools that enhanced daily risk monitoring and led the release of total fund risk metrics across asset classes. Work directly enabled more precise asset allocation and improved rebalancing strategies.
$168B+
in AUM supported through total fund and product-level risk analysis
$150M
portfolio rebalance enabled through improved asset allocation modeling
+14%
increase in exposure accuracy via optimized data and reporting processes
Laying the Groundwork for Scalable Performance Reporting
Worked alongside ATRF’s Business Transformation Team by leading key components of a new Target Operating Model, designed to modernize investment operations and streamline performance and risk reporting. Collaborated with leadership and external consultants to implement scalable systems that laid the groundwork for post-merger integration and long-term growth.
48%
improvement in team communication during multi-stakeholder project rollout
7,000+
data points aligned through improved portfolio valuation and tracking
$20B
in portfolio assets supported through daily risk and attribution analysis
Scaling Private Capital Intelligence
Helped shape and scale one of the industry's most trusted private capital analytics platforms. Led a team supporting the operations of Private iQ, a research-grade dataset used by institutional investors for benchmarking and portfolio decisions. Developed new methodologies, improved reporting accuracy, and helped move core workflows from quarterly cycles to automated daily delivery—supporting smarter, faster insights for over 150 institutional clients.
22%
boost in operational efficiency by automating key reporting workflows
150+
institutional portfolios supported with variance reporting and fund analytics
97%
growth in analytics team while managing Private iQ expansion