Asset management technology professional with over 25 years of experience designing, developing, and managing technology systems and leading teams in the institutional asset management industry.
- Asset management:
- Risk management.
- Portfolio management.
- Performance measurement, attribution.
- Derivative strategies.
- Factor models.
- Leverage measurement, analysis.
- Compliance and trade order management.
- Fund accounting process.
- Organization:
- Stakeholder, executive engagement.
- Recruiting and team building.
- Team leadership and mentoring.
- Technology governance.
- Large project planning and management.
- Inter-department collaboration.
- Vendor relationships.
- Budgeting and cost allocation.
- Management of internal, client, and regulatory audits.
- Business continuity planning.
- Active mentor with the UBC Sauder School of Business Finance Mentorship Program and RBC Women in Asset Management Program.
- Technology:
- Large scale production/trade critical system design and development, supporting geographically dispersed teams.
- System integration, replacement.
- Extensive experience with relational database management systems including database design, code optimization, ETL, scale management strategies.
- Technology lifecycle management.
- Change management.
- Git repository and branching strategies; development lifecycle integration.
- Established history of designing and producing high quality, long-service business/trade critical systems.
- Tools:
- SQL Server, MySQL, SQLite.
- SQL, Python, JavaScript, powershell, Bash, Matlab, php, C++, etc.
- Git, github, SVN.
- FastAPI, Dash, node.js, express, jQuery, ASP.net, Apache, NGINX, Docker.
- Confluence, Jira, Jenkins, Lucidchart.
- Bloomberg Data License, Facset, Datastream.
20240828
