Multi-Billion Distressed Debt Fund
PROJECT MANAGEMENT & BUSINESS ANALYSIS
- Created and executed on a plan to migrate the firm’s loan operations from Excel and Wall Street Office to Broadridge Sentry for a complex portfolio of loans spanning 12 funds.
- Established system connectivity to two major Administrators (SS&C and Citco) for automated trade submissions and automated position reconciliation
- Established automated cash reconciliation against several Custodial Banks.
- Loaded Loans, Amortization Schedules, and Terms and Conditions for the Loan Portfolio
- Back tested and filled 30,000 cashflows to reconcile issuer and fund level IRR going back to inception.
- Provided system strategy guidance for integration and reporting of external parties.
Quantamental Equity Hedge Fund Startup (Sold to Citadel Securities)
CTO/COO & DATA SCIENCE SERVICE
- Created the budget & project managed the data science effort to support the investment management research process.
- Advised and performed due diligence on the assets and team of a data science company acquisition.
- Developed workflows and visualizations on a proprietary 40 Billion row dataset used in forecasting stock performance.
- Implemented the analysis, visualization, and data cleaning process of large data-sets.
- Developed forecasting models and Power BI dashboards based on third-party transaction and point of sale data.