 Reported to the CPO and led the full lifecycle of a SaaS-based investment research platform that equipped portfolio managers, financial advisors, and self-directed investors with advanced analytics and portfolio insights to inform data-driven investment decisions i.e. from complex institutional asset allocation to individual retirement planning and performance tracking.  Directed a cross-functional squad (engineering, UX/UI design, data science, external vendors) through AI discovery and prototyping, identifying high-impact automation opportunities in research and investment workflow processes, shaping roadmap aligned with strategic business goals.  Redefined market data strategy and commercial model, improving monetization while reducing external data costs by 15%. Owned growth KPIs, ROI models, and revenue forecasts, ensuring roadmap trade-offs were grounded in measurable business and client outcomes.  Partnered with Sales, Marketing, Operations, Engineering, and Design to align product execution with client and business objectives. Leveraged product analytics and client insights to refine investment workflows, improving platform usage and engagement by 22%.  Led risk and dependency management for complex product initiatives, aligning cross-functional teams around regulatory standards, proactively mitigating delivery risks, and ensuring timely launch of critical platform features to meet business objectives.  Influenced and guided Agile product governance, translating strategic initiatives into actionable roadmaps and user stories. Directed budgets, backlogs, and delivery timelines, leveraging Atlassian tools to ensure cross-team transparency, accountability, and disciplined execution.

Product Strategy & Development  Partnered with CEO and executive leadership to define and execute strategy for 10 multi-asset investment products across the U.S. and Canada.  Leveraged market research and client insights to drive competitive differentiation, advisor adoption, and institutional platform inclusion.  Built and led the product function from inception, aligning legal, sub-advisors, portfolio managers, exchanges, custodians, and regulators to deliver on-time fund launches with operational and commercial readiness.  Served as a subject matter expert for asset allocators and investment strategists, influencing sales and client engagement while supporting successful mandates and enhancing firm credibility.  Led thought leadership initiatives with portfolio managers, shaping market commentary and investor engagement to strengthen brand reputation.  Oversaw vendor selection and onboarding for OMS, custodians, and fund administrators, establishing a scalable, cost-efficient middle-office infrastructure to support fund growth.  Championed investor visibility and engagement, driving webinars, industry events, and targeted advisor programs that contributed to measurable AUM growth.  Leveraged fund/data platforms including FundServe, Refinitiv, Morningstar, and eVestment, integrating fund pricing, performance, and analytics into research and product workflows. Sustainability Strategy  Chaired the Sustainability Committee, embedding ESG principles into product design and governance while ensuring compliance with evolving cross-border regulatory frameworks.  Directed ESG research and reporting infrastructure, managing vendor partnerships to enable data-driven portfolio construction and transparent investor reporting.

Partnered with Canadian asset managers and pension plans to deliver strategic product solutions integrating front-to-back-office workflows for multi-asset portfolios across public and private markets, enhancing trade execution efficiency and intraday reporting accuracy.  Directed product enhancement roadmaps, leading gap analyses and proof-of-concept initiatives that streamlined trade and cash lifecycles, removed operational bottlenecks, and enabled front-office teams to make faster, more informed investment decisions.  Influenced institutional sales and mandate success by serving as a product and operational subject matter expert during RFPs and due diligence, aligning product capabilities with client-specific trading requirements and regulatory standards.  Shaped data governance and operational frameworks for bespoke solutions, ensuring accuracy, audit readiness, and regulatory compliance while enabling scalable product deployment.  Led cross-functional collaboration with operations, technology, and sales to ensure product initiatives were strategically aligned with client needs.

 Progressed from financial analyst to lead a team of 85+, including managers, team leads, consultants, and analysts, overseeing multi-asset valuation, performance analytics, and regulatory compliance, ensuring timely, accurate, and reliable operational delivery for global client base.  Managed senior client relationships, providing technical accounting and industry expertise, proactively identifying client priorities, and ensuring service delivery exceeded expectations.  Contributed to client pitches, presentations, and new fund setup transitions, enhancing client acquisition and retention.  Directed transformation of the operating model, leveraging Six Sigma root-cause analysis to identify process inefficiencies, embed automation, strengthen governance, and improve operational efficiency, achieving 45%+ productivity gains while reducing operational risk.  Enhanced SLA and KPI frameworks, implementing early-risk protocols and standardizing SOPs to improve accuracy, timeliness, and client experience, while minimizing audit observations and operational errors.  Mentored and developed high-potential leaders, building succession pipelines and fostering a culture of innovation, collaboration, and operational excellence in investment operations.  Partnered with Finance, Risk, HR, and IT to align resources, budget, and execution on enterprise initiatives, ensuring investment operations were strategically aligned with business priorities.