Following years of rapid growth in AUM, investor base, investment capabilities, and headcount, BMC required thought leadership and change management to institutionalize its capital allocation and investment operations; BMC is complex, managing 10+ commingled and single investor funds, and allocating their capital to 10+ investment strategies and a pipeline of opportunistic investments; also helped oversee illiquid investments and investment committee process

• Led strategic planning and goal setting for the firm--drove partner and cross-group conversations, prioritized tactical initiatives, oversaw follow-ups, and developed reporting that would constructively support execution
• Led implementation of key strategic projects
• Starting 2Q12, role was expanded to help drive firm-wide discussion of big picture investment risks and opportunities, and assist teams as investment analyst as needed (built financial models, performed diligence)

Solved strategic and operational business problems in multiple industries, specializing in strategic sourcing and cost management:
- Worked with clients to prioritize spend categories for cost reduction
- Led clients through negotiations and demand management initiatives worth $150M+ of spend and $25M+ of savings
- Assisted pharmaceuticals client in reduction and reorganization of sales force, generating $30M of cost reductions;