Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports
Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst® (CFA®) candidate
