Covara CapitalRole held 2025–present
Credit, financing and collateral operations
Partner · COO / CFO / CCO
- Oversee investment operations involving syndicated loans, swaps, financing arrangements, collateral management and multi-counterparty settlements.
- Implemented operating infrastructure connecting portfolio management, treasury, reconciliations, reporting and compliance.
Azora CapitalRole held 2017–2018
22x average turnover across four trading vehicles
CFO / CCO
- Oversaw the operating environment for four trading vehicles, three prime brokers and three fund administrators, with average portfolio turnover of 22x.
- Produced investor reports and ad hoc analysis across a master-feeder and three separately managed accounts.
Yarra Square PartnersRole held 2019–2025
Trade processing through P&L reporting
Partner · COO / CFO / CCO
- Built processes around LSEG Alphadesk for trade processing, reconciliations, pricing, position tagging, risk analysis and P&L reporting.
- Connected these workflows with oversight of the firm’s prime brokers, administrators and other operating providers.
Nikko Asset ManagementRole held 2009–2011
Front-, middle- and back-office oversight
COO / CFO, New York adviser
- Directed activities across trading desks covering equities, fixed income, futures, derivatives and currencies.
- Led the financial, risk, technology, compliance and operating divisions of the New York adviser, with more than $4 billion of assets and 45+ employees.