Greater Boston
• Currently seeking new opportunities, investment professional with experience in performance measurement, attribution and appraisal, and manager search and selection. • Business analyst experienced in successfully “bridging the gap” between end users and IT professionals across system implementation, integration, and enhancement projects. • Various acquired skills include team and project management, programming, handling of large data sets and knowledge of popular industry valuation and computational tools.
⦁ Team Lead overseeing six practice problem writers for the Certificate in Investment Performance Measurement Program. ⦁ Practice problem writer for the Certificate in Investment Performance Measurement Program (2010–2017). ⦁ Participant on the CIPM Principles and Expert Examination Review Panels. ⦁ Reviewer of draft CIPM curriculum readings.
⦁ Performed user acceptance testing of software to acquire, deliver, and publish data from SS&C Portia to Barclays POINT and the accompanying retrieval, reconciliation, and validation of POINT fixed-income data. ⦁ Assured successful transition to the new fixed-income platform by developing future-state business-process documentation in collaboration with business users and technical staff.
⦁ Audited composites and quarterly GIPS® presentations, resolving performance measurement, data and disclosure statement errors. ⦁ Addressed issues and concerns of performance team, operations staff, portfolio management and product engineering regarding the firm’s GIPS composites. ⦁ Assured continued firm-wide compliance by monitoring developments with the GIPS Standards and in industry best practices and presented updates to staff. ⦁ Created and modified operational procedures and developed checklists to improve GIPS compliance process. ⦁ Managed project to provide net performance data to clients, utilizing StatPro Composites and DST HiPerformance applications.
⦁ Analyzed historical client guidelines and composite structures for the years 1994 – 2003, successfully bringing The Boston Company into GIPS® compliance. ⦁ Implemented CAPS third-party composite management software. ⦁ Wrote The Boston Company’s GIPS® Policies and Procedures Manual. ⦁ Trained staff on composite calculation and presentation policies and procedures. ⦁ Member of the GIPS® Oversight Committee. Researched and presented materials for discussion, delivered recommendations and implemented decisions. ⦁ Automated the generation of GIPS®-compliant composite presentations, reducing production time by 95%. Drafted disclosure language for all composite presentations. ⦁ Monitored client guidelines, constructed composites and calculated performance for 75 equity and balanced strategies and related benchmarks monthly. ⦁ Supported the verification audit of GIPS® compliance for the years 2004 – 2009. ⦁ Worked with Investment Systems to develop cash flow analysis tool that automated the review of significant cash flows, eliminating manual analysis via Microsoft Excel. ⦁ Prepared ad-hoc analyses for Senior and Portfolio Management and Compliance. ⦁ Supported Marketing and Client Service teams with preparation of performance reports and dispersion analytics for new business presentations, client reviews, RFP responses and consultant databases.
⦁ Supported the Quantitative Equity Research and Specialty Growth Equity teams. ⦁ Managed project to improve the algorithmic efficiency of stock selection models, improving execution time by 40%. ⦁ Analyst for project to revise portfolio management reports to include option holdings, providing a more complete picture of each portfolio’s risk profile. ⦁ Programmed new reports in the Vision database language and revised existing Vision reports for the Specialty Growth Equity team. ⦁ Business Analyst and developer for the Separately Managed Account business. Designed and programmed a new series of database reports and query/data retrieval tools to assist the rapid rollout of this new venture. ⦁ Project Manager for adding IBES QFS data feed to Putnam’s equity research database. ⦁ Wrote the business requirements and functional specifications for the Compustat Financials Project, adding banking industry fundamentals to Putnam’s research database. ⦁ Business/Data Analyst and software tester for project to share research between equity and fixed income divisions on a collaborative platform.