At SageView Advisory Group, I directed investment selection and monitoring for 186 retirement plans totaling $20.1B in assets. I conducted investment due diligence and performance analysis, and served as lead research associate for the Large Value, SMID Cap, and Retirement Income asset classes.
I developed a rules-based Excel portfolio construction tool for custom Target Date and Risk-Based model portfolios. It expanded SageView’s custom-solution capabilities and enabled custom Target Date funds for 200+ retirement plans representing $40B in assets.
I also built an automated reconciliation tool to identify missing, duplicate, and conflicting records across three enterprise databases. My work included managing retirement plan data and investment records across multiple platforms, as well as producing fund reporting and quarterly performance attribution.
