Financial professional with solid understanding of the Investment Management industry and expertise across variety of products, including institutional asset management, mutual funds, variable annuities, and alternative investments.
* Experienced with third-party asset manager screening, due ...
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Financial professional with solid understanding of the Investment Management industry and expertise across variety of products, including institutional asset management, mutual funds, variable annuities, and alternative investments.
* Experienced with third-party asset manager screening, due diligence, evaluation, performance monitoring and analysis.
* Team player with proven ability to build and manage relationships with buy-side clients while helping them overcome common challenges using financial technology.
* Proficient with:
FactSet including, FactSet PA (Portfolio Analysis) and FactSet SPAR (Style, Performance and Risk Analysis), Morningstar Direct, Bloomberg Terminal, FirstRate Advisor® (GIPS Compliant Performance Reporting and Analysis Platform), Simfund, Microsoft Excel (Pivot Tables, VLOOKUP), Microsoft Access, Salesforce CRM and QlikView.
Specialties: Money Manager Selection and Due Diligence, Sub-Advisory Products, Portfolio Construction, Portfolio Analysis, Asset Allocation, Risk Analysis and Performance Attribution Analysis.
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