Investment operations and client services leader with 13+ years of experience across Private Equity, Real Estate, OCIO, and Alternative Asset Management. Proven track record of building and scaling global teams (30+ FTEs), strengthening governance and controls, and delivering institutional-grade investor reporting and client outcomes. Recognized for combining operational rigor with people leadership, stakeholder partnership, and a strong client-first mindset.
Provide end-to-end leadership for OCIO private equity operations supporting global institutional clients.
Lead and develop a 20+ member team, driving delivery discipline, talent progression, and succession planning.
Own governance across capital calls, distributions, commitments, and performance reporting, ensuring accuracy, timeliness, and fiduciary alignment.
Design and monitor KPIs, controls, and escalation frameworks, materially improving turnaround times and data quality.
Act as senior approver for subscriptions, wire setup, and capital deployment, reducing operational and compliance risk.
Partner closely with PE managers, custodians, compliance, and technology teams to streamline workflows and enhance client experience.
Champion scalability, automation readiness, and operating model maturity across OCIO operations.
Led investor reporting operations for global PE and Real Estate funds, serving as a senior escalation point for LPs.
Oversaw preparation and review of capital calls, distributions, management fees, and quarterly investor reports.
Ensured delivery of CAS, ACR, audit, and regulatory reporting with strong governance and control standards.
Implemented Salesforce-based dashboards to improve transparency, service metrics, and stakeholder accountability.
Supported institutional RFPs, RFIs, and DDQs, partnering with product, legal, and portfolio management teams.
Strengthened client confidence through accurate wire management, timely responses, and operational transparency.
Held senior responsibility for global investor communications and marketing support across alternative investment strategies.
Built and led high-performing, multi-functional teams, embedding quality controls, SOPs, and career frameworks.
Directed creation of pitchbooks, performance reports, attribution analysis, and client-specific materials aligned to GIPS and MiFID.
Acted as a strategic partner to Sales and Client Coverage on complex institutional RFPs, RFIs, and DDQs.
Owned enterprise databases covering AUM, performance, strategies, and organizational structures.
Partnered with Compliance, Finance, HR, and Digital teams to ensure audit-ready, regulator-compliant outputs.
Designed onboarding playbooks and backup models, reducing key-person risk and improving scalability.
Delivered institutional performance reporting, attribution analysis, and manager commentary for UK pension clients.
Supported asset allocation and portfolio construction discussions with consultants.
Conducted investment manager research and due diligence, aligned to client objectives.
Acted as a key liaison between Mercer consultants and external investment managers.
Managed global mutual fund portfolio holdings and characteristics on Bloomberg platforms.
Analyzed regulatory filings (10-K, 10-Q) and valuation data to support portfolio analytics.
Improved reporting efficiency through process documentation and data validation frameworks.
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