Financial Planning and Analysis

• Provide investment oversight support for the investment management and other functions of SSIM and SSIM Funds Management, Inc.
• Familiarity with private credit and CLO investments
• Communicate data and system requirements to IT and vendor teams
• Conduct pre and post trade compliance monitoring for all asset classes
• Lead projects with IT, Data, and system vendors for compliance systems
• Develop and implement automated rules for compliance monitoring
• Track new account and amendment onboarding status and provide reporting to management

Investment Oversight Analyst, VP I

Financial Center Manager

Application Manager, VP

Accounting and Finance Consulting Director – Public Company Solutions

Index Business Strategist, VP III

Client Portfolio Manager, Systematic Equity, VP II