Director

• Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design
• Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines
• Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy
• Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence
• Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”)
• Lead preparation of quarterly client updates, presentations, and due diligence packages
• Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs
• Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline

Associate Director – Portfolio Management

Associate Director, Statistical Programming

Director, Data Products – Global Deal Data

Associate Director, Pharmacometrician

Associate Director, Clinical Pharmacology Lead

Director, Cash Center of Excellence – CoE