Insightful, data-driven analysis across equity and fixed income portfolios, including performance attribution, portfolio statistics, and fund-level insights. Supports investment decisions, rebalancing strategies, and executive-level reporting for asset managers overseeing $90B+ in AUM.

Design and implementation of robust risk frameworks, including total fund risk, active risk allocation, and client limit monitoring. Enables risk oversight across portfolios exceeding $160B in assets under management.

Development and automation of bespoke reporting packages—from SMA factsheets to quarterly commentary and due diligence decks. Translates complex data into polished, regulator-ready, and client-facing communications that build transparency and trust.

Expertise in building and optimizing data pipelines, risk engines, and reporting systems to reduce errors and increase efficiency. Automation efforts have improved reporting speed and accuracy by over 20% and supported seamless transitions between platforms.

Application of systems-thinking to streamline internal workflows, accounting structures, and cross-border financial operations. Enhances clarity, compliance, and scalability across both financial institutions and creative businesses.