Conducted monthly, quarterly, and annual performance analysis for a variety of fixed income, equity, and tactical asset allocation portfolios, with accurate and on-time delivery on a consistent basis.
- Supported installation of new client portfolios and portfolio terminations on multiple performance systems.
- Converted client portfolios from two legacy performance platforms to new performance and analytics system.
- Directed and implemented procedures to greatly improve on time delivery of critical/at-risk client reporting by over 50%.
- Monitored on-time metrics and researched issues that caused delays in performance reporting for Performance Group Senior Management, implemented communications protocols with various global performance teams to identify and proactively resolve issues causing delays in delivery of client reports.