Functional Skills

Project Management
Business Planning
Financial Modeling
Data Modeling

Software Skills

XML
Microsoft Excel
Microsoft Office
Salesforce
Jira

Sector Experience

Business Services
Financial Services
Technology
Travel & Hospitality

Experience

CAPSTONE INVESTMENT ADVISORS Data Science / Analytics
Implementation Consultant (Contract)
10/2020 - 3/2021
Collaborated with investment, risk, and technology teams, building best practice portfolio modeling, reconciliation, and reporting to generate analytics correctly and complete the RiskMetrics Implementation.
• Supported a stable production environment, strengthening knowhow and understanding of methodology while delivering technical matters and support to teammates.

MSCI Data Science / Analytics
Implementation Specialist,
10/2008 - 7/2020
Mastered and explained input data formats for instrument types required to describe client portfolio holdings, enabling better analytics and reporting offerings to the client.
• Assigned exclusively to hedge fund clients due to extensive knowledge of financial instruments and modeling expertise, carrying several hedge fund on-boarding projects into production, exceeding $2.5M.
• Simplified client data collection process by establishing strategic data links with top global custodians.