New York City Metropolitan Area
10+ years of experience in Financial Services, with a primary background in asset risk analysis and manager due diligence, and a focus on alternative investment and the ABS market.
- Lead the internal Investment Working Group, overseeing the provision of investment expertise and guiding asset risk assessments for insurance company portfolio allocation and investment selection. - Develop and refine quantitative models with a specific emphasis on alternative investments within insurance company portfolios, leveraging diverse datasets and applying advanced statistical techniques to optimize risk measurement. - Conduct regular due diligence visits and investment reviews with private investment managers, ensuring a comprehensive examination of investment strategies, performance metrics, and operational measures. - Engage with top asset managers to identify emerging investment trends and cultivate expertise across the private investment landscape. - Deliver speeches at various asset manager conferences to present insights and perspectives on investment trends within insurance portfolios.
- Delivered expert guidance to private equity fund clients on the nuanced portfolio management of insurance-linked securities, encompassing comprehensive risk analysis. Additionally, provided strategic counsel in investment selection to optimize portfolio performance and proactively mitigate potential risks.
- Served as deputy to the Portfolio Manager, modeling and analyzing structured products of life insurance-linked transactions to determine market and credit risk.
- Developed forecasting models using large data sets to assess credit risk in the auto loan portfolio, providing business recommendations based on credit model analysis.
- Conducted research on artificial life/social science simulation methods and their applications.