If you are seeking a results-driven, efficient freelancer to add value to your enterprise, I look forward to working with you! I bring 20 years of professional experience to bear on your projects, with a determined focus on satisfying YOUR needs on schedule and under budget. Exceptional writing and communication skills, deep dive research and analysis, and strong critical and strategic thinking will be available to you according to your needs. Both short and long term projects are welcome!
Research and Analysis
● Built institutional knowledge base for previously uncovered investment strategies for firm with $2.4 trillion under advisement and $272 billion under management.
● Sourced, queried, and analyzed large data sets and provided understandable, actionable information for both internal and external clients.
● Performed securities-level and portfolio-level analysis of investment strategies utilizing a broad array of investment instruments identifying short and long-term drivers of both risk and return.
● Identified critical risk factors during the course of analysis of both investment and product development research and suggested risk mitigation techniques addressing those needs.
● Refined existing research processes to include risks specific to new areas of coverage.
● Created, developed, and implemented a systematic hedging strategy based on quantitative analysis of existing market data and proprietary indicators.
● Sourced and evaluated fund managers, their teams.