Lead the charge in shaping the firm’s technology measurement ecosystem by establishing standardized KPIs and metrics. Collaborate with key stakeholders to drive insights that inform strategic technology decisions and foster operational excellence.

Optimize portfolio analytics by delivering insights across equity and fixed income. Collaborate closely with teams to enhance data integrity, drive automation, and support investment decision-making with robust performance analysis and reporting.

Drive the modernization of performance reporting systems by leading the development of a high-throughput, cloud-native architecture on AWS. Collaborate across teams to ensure accuracy and compliance in financial data processing and reporting.

Empower growth by managing Executive Services initiatives and enhancing collaboration among financial advisors. Drive process improvements and support strategic decision-making to elevate client and advisor experiences in a dynamic environment.

Transform the audit landscape by leading end-to-end audits across the Rates business, engaging stakeholders, assessing controls, and driving risk management improvements within a dynamic internal audit environment.