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Work
Wellington Management · 2022 – Present
Turning analytics investors once tolerated into products they open every morning.
Portfolio Construction & Risk
Investment Risk Analyst on Risk Strategy, Equity. I use Barra risk models alongside Wellington's proprietary internal risk model across the equity portfolios I cover, and work directly with portfolio managers on what they show. I also designed and backtested an optimized lower-risk equity strategy that helped win an institutional client pitch.
Equity Risk Explorer
The firm's flagship equity risk platform. It started as a side idea, not a mandate. It's now opened daily by 100+ portfolio managers, risk managers, and senior leaders, and it collapsed six systems' worth of fragmented analytics into one workflow built around how investors actually think.
Risk MCP
An internal AI platform built on the Model Context Protocol. Knowledge retrieval, dashboard generation, and reusable AI workflows that let non-developers build their own tools, turning a bottleneck (me) into a self-service capability.
The work I'm proudest of lives behind a wall at an asset manager, so you can't click it. The rest is below.