Manager, Investment Performance Measurement and Analytics, Wealth Management

• Jan 2022 - Present

• Responsible for conducting quantitative analysis of index statistics and market data, performing benchmark analysis, compiling performance and risk measurement data. Utilize in-house financial software systems to provide analytical, financial and presentation support for client wealth management activities.• Perform contribution analyses for portfolios and provide insights and business intelligence.• Develop monthly client-facing reports, presentation materials and proposals, and respond to ad hoc inquiries from the client wealth management teams.• Prepare and calculate Time Weighted, Money Weighted, IRR and MOIC Returns for all investment mandates. (Equity, Bond, Credit, Private Equity, Private Credit)• Calculate and interpret risk measurement metrics

Senior Analyst, Wealth Management

• Apr 2017 - Jan 2022

Analyst, Private Wealth Management

• Jun 2011 - Apr 2017

• Involved in the process of developing liquidity reports for the business development team on daily basis. • Prepared AUM reports for management executives identifying real asset growth vs market growth.• Tracked and generated monthly mutual fund sales for management executives.• Researched oil and gas equities for a portfolio manager's current holdings and provided investment recommendations.• Researched international investment management strategies for an ultra high-net worth client's trust fund and provided information on Mercer charts and data, which was presented to the trust fund committee.• Researched currency markets and provided a macro level report to a Senior Portfolio Manager.• Resolved client queries regarding performance returns using macroeconomic commentary and in-house financial tools.• Automated the process of isolating anomalies for portfolios in various asset classes; reducing manual efforts and increasing productivity by 50%.

Settlements Analyst, Trade Operations

• Nov 2011 - Dec 2011

• Analyzed and inputted large data sets of equity trades, mutual fund, bond and forex trade instructions from a blotter into in-house and custodian software.• Worked closely with brokers, custodian banks and internal trading team to mitigate risk due to failing trades.• Ensured all trades are allocated to the correct accounts.• Resolved complex trade settlement issues between custodian and internal accounts.• Activated new accounts while ensuring data is inputted accurately.