As Investment Portfolio Manager, Melissa oversees and monitors post-investment review, analysis and evaluation of iMCI’s portfolio of equity and near-equity investments. She performs ongoing review and analysis of client financial statements, business models and financial strategies as they relate to the company’s financial performance. Melissa also monitors post-investment contractual requirements, provides financial analysis related to proposed follow-on investments, and is responsible for capturing and reporting all material information relayed to portfolio companies on a regular basis.
Melissa has nearly a decade of financial experience. Prior to joining iMCI, she was the Investment Analyst for the Teacher’s Retirement System of Oklahoma where she managed the investments of a public pension fund of more than $15 billion. She managed the compliance and oversight functions for 45 active portfolios and 3 passive portfolios of international and domestic equity, high yield and core fixed income, private equity, distressed debt and credit opportunities.
Melissa holds a Bachelor of Business Administration in Finance and a Master of Business Administration in Finance-Risk Management from the University of Oklahoma.