Experience

Multrees Investor Services

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Investment Performance Analyst

  • Mar 2023 - Present



Citi

• United States
• Financial Services
• 700 & Above Employee

• Senior Performance & Risk Analyst, Vice President

  • Apr 2019 - Mar 2023

• Senior Performance Analyst, Assistant Vice President

  • Jun 2012 - Mar 2023

  Development and timely delivery of performance reports.Daily audit of all fund and index data from accounting systems and data vendors.Management and development of performance measurement software (Statpro).Maintenance and update of existing client GIPS composites.Support senior manager in day to day liaison with existing clients and to provide support at client meetings when required.Production and maintenance of Attribution analysis covering equity and fixed income models, and all level of analysis from stock level up.Become involved in and manage projects where appropriateAssist in the support and continuous development of data extract feeds from accounting system to Statpro. Show less



Scottish Widows Investment Partnership

• Investment Management
• 1 - 100 Employee

• Performance Analyst

  • Jul 2007 - Jun 2012

  Quality controlling fund and benchmark data;Analysing and reporting fund versus benchmark performance and attribution;Maintaining ICB and GICS classifications;Producing fund estimates;Writing performance commentary for factsheets and executive presentations;Maintaining composites and disclosures in accordance with Global Investment Performance Standards;Implementing Lean Six Sigma to improve processes and reduce waste;Expert in developing and implementing Business Intelligence Reports;Currently leading a sigma green belt project. Aiming to improve first pass yield for fund data from 42% to 80%+ by year end 2011. We have successfully reached our original 80% target for year end last month and have raised the bar to 90% by year end 2011! Show less

• Performance and Risk Support Analyst

  • Sep 2006 - Jul 2007

  Loading and creating data files for funds, benchmarks and composites;Producing performance and risk reports for fund managers, marketing and executive ;Improving efficiencies and mitigating risks associated with manual processes;Socrates performance system super-user/administrator;



Aegon

• Financial Services
• 700 & Above Employee

• Box Management Analyst

  • Jun 2004 - Sep 2004

  The Box Management team was an integral part of the overall Fund Management function within Aegon. The responsibilities of this department were wide ranging, from reconciliations to liaising with our customers for confirmation of transactions. My duties were checking the opening and closing daily balance for all the external funds and updating the deals made that day, ensuring there were adequate funds available. I also had to update the unit register as the deal confirmations arrived as well as managing the dealing control sheet for both the external pension and life funds. This role relied heavily on a good understanding of Word and Excel. It also required good communication skills and teamwork. Show less