Financial Planning and Analysis

• Support development of a global Index business strategy, including competitive analysis and market positioning to identify targeted growth initiatives
• Conduct competitive analysis and monitor regulatory changes impacting index growth and resource allocation
• Support the creation of a centralized pricing philosophy and contribute to real-time pricing decisions
• Enhance reporting to senior leadership on pipeline activity, pricing metrics, and competitive dynamics
• Partner with sales and investment teams on RFPs and large mandate opportunities, acting as a strategic quarterback for large global opportunities

Index Business Strategist, VP III

Financial Center Manager

Application Manager, VP

Accounting and Finance Consulting Director – Public Company Solutions

Client Portfolio Manager, Systematic Equity, VP II