OWNER - Reengineering and streamlining hedge funds, family offices, and startups
Prepared due diligence materials
Created, updated, implemented, distributed, and continuously reviewed/revised manuals,
policies, and procedures to satisfy requirements and mitigate risk
Provided financial oversight, directed budgeting process, tracked expenses, authorized
approvals in a support and advisory role to the General Partner
Provided operational support for investors/clients

Built long-term relationships and effective lines of communication with senior
management, investors, and key counterparties
Led operational due diligence meetings with investors and prospects, to explain policies,
procedures, and field questions
Facilitated working relationships with the company’s service providers and
vetted/reviewed service provider contracts to reduce risk/expenses
Service provider recommendations and vetted / reviewed service provider contracts and
fund documents

Analyzed portfolio metrics using Barra Aegis Portfolio Management System
Created and directed all trade orders to trading desk via Charles River
Assessed portfolio impact of potential trades
Updated and screened positions across all portfolios valued in excess of $1.5 billion
Monitored and maintained cash flows through program trades and SPYs up to $18 million
Adjusted strategy for index constituent changes and evaluated impact on basket trades
Generated trade allocations

• Entered and reconciled trade data