Speaker

Ankura Consulting Group

Speaker Bio

Jennifer Alpert is a Managing Director at Ankura Consulting Group based in Washington, DC. Ms. Alpert has over 10 years of experience in product management, business analysis, technical sales, settlement administration for multi–district litigations, software design for high net worth (HNW) financial advisors, and portfolio accounting for HNW investors. She has extensive experience designing systems and processes for complex business–to–business transactions in mass torts, finance, and wealth management.

As product manager for the MDLOnline platform, Ms. Alpert is focused on optimizing processes and technology utilized in complex mass disputes. Through interviews, metrics, persona research, influence mapping, system demos, and Lean development methods, Ms. Alpert and her team design solutions which target value propositions and address product-market fit. She also leads marketing, sales, and onboarding for MDLOnline where she facilitates the successful implementation of opportunities.

When Ms. Alpert joined the firm in 2014 she acted as Settlement Administrator for a large medical device mass tort. She designed and implemented improved structure, systems, processes, procedures, documentation, and communication strategies in order to meet the needs of the client and follow the terms of the Master Settlement Agreements (MSAs). She collaborated with settlement counsel, claimants’ counsel, lien administrators, system developers, user experience designers, and claim reviewers to improve the experience with the claims processing systems.

Prior to joining Ankura, Ms. Alpert was a Product Manager at LPL Financial where she focused on improving the “Advisor Experience” for HNW financial advisors and investors. She created and led a 25-person cross-functional team to eliminate the manual review of performance reports, saving over 5,000 hours of manual work per year and reducing the report error rate by 95%. She also worked closely with financial advisors and software developers to design and build a billing application specifically for HNW investors, which secured 5 new client relationships.

Ms. Alpert previously worked at Fortigent as a Senior Business Analyst where she designed a portfolio reconciliation tool specifically for Alternative Investments, such as hedge funds and private equity, which saved over 50 hours per month of manual work. This reconciliation tool enabled advanced reporting capabilities for private equity investments, securing business from 3 HNW financial advisors. She also collaborated with developers, financial analysts, and money managers to create an algorithm which reverse-engineered financial transactions so that Unified Managed Account (UMA) investors could view individual positions and their associated daily performance in the form of sleeve level reporting.

Early in Ms. Alpert’s career at Fortigent she worked in operations as a portfolio accounting analyst and as a data conversions coordinator where she reconciled HNW investment accounts and on-boarded 6 clients.

Ms. Alpert received a Bachelor of Arts in Economics from University of Maryland, where she received Departmental Honors and Department Achievement. She is a Certified Scrum Product Owner (CSPO) and a member of the Scrum Alliance.