Led equity investment strategy/research initiatives, driving performance through enhanced processes. Embedded quantitative analysis and technology into sophisticated risk analytics that bridge the divide between systematic and traditional fundamental equities teams. - Implemented risk management models providing enhanced transparency into portfolio positioning, risk-tilts, and factor/thematic exposures - Independent Investment Committee Lead for 4 active fundamental strategies, overseeing rigorous evaluation of investment proposals across all sectors and geographic markets - Developed proprietary systems and Bloomberg/Python/AI-driven tools enhancing investment team capabilities, including an analyst recommendation tracking system with multi-dimensional performance measures - Led strategic guidance on private placement opportunities, maintaining strict selection criteria - Authored macro research used by portfolio teams to navigate exposures during critical events/periods - Created and led the Coop Bootcamp Program (9 days, 3x/year) with 250+ attendees since 2017 • Independent Investment Committee lead for 4 active fundamental strategies; led structured debate and thesis interrogation across global sectors and geographies, holding investment proposals to a consistent bar of analytical rigor. • Designed and implemented risk, factor, and thematic analytics providing portfolio managers with transparent positioning, exposures, and concentration data; bridging quantitative tools with fundamental decision-making. • Built proprietary (Excel, Python, and AI-driven) research and tracking tools, including a multi-dimensional analyst recommendation system used to assess idea quality and contribution over time. • Led evaluation and migration planning for the firm’s equity risk model platform. • Created and led the Coop Bootcamp Program (9 days, 3x/year) with >250 attendees since 2017; elevating investment process standards and accelerating onboarding for new team members.

Architected and launched BCI's U.S. SMID quality core strategy from conception through implementation. Authored strategy white paper, built and led team in construction, launch, and operation of the mandate. - Team lead managing portfolio of ~50 quality U.S. companies ($500M-$15B market cap) - Developed suite of proprietary analytical tools and systematic processes subsequently adopted as standard across multiple BCI active equity strategies - Previously supported launch and management of Canadian Small Cap mandate (2017-2018)