Manager Management

Susan Chevalier

** ********** **** ********, ** *6903

Tel: 203-***-**** ************@*****.***

Senior Performance Analyst and Administrator for asset management firms,

with additional experience in compliance monitoring, financial writing, and

marketing. Knowledgeable in all areas of portfolio administration and

client servicing. Significant supervisory and leadership experience, as

well as ability to take initiative and work independently.

Allianz of America, Inc. (AzOA) 2000 - 2010

Westport, CT

Subsidiary of major insurance company responsible for managing over $50

billion in equity and fixed income assets.

Senior Performance Analyst/Portfolio Administrator

Primary focus on performance analysis and reporting with additional

responsibilities in administration and compliance.

. Recovered historical records and recalculated performance going back

to firm inception in 1991. Enabled verification and validation of

firm's record for both internal and external use.

. Designed and produced GIPS Compliant new materials with returns and

attribution for presentation to prospective clients, as well as

numerous internal reports for use by senior management and business

partners.

. Completely overhauled performance procedures. Created a detailed,

controlled and documented process for gathering data, insuring data

integrity, and assembling data into various spreadsheets and other

documents, which reduced cost to external performance provider from

$325,000 to $90,000 per year.

. GIPS - Instituted procedures and documentation necessary to comply

with Standards.

Compliance Responsibilities

. Client rules and restrictions - in response to audit findings, was

assigned a complete review of process for implementing and monitoring

compliance with client guidelines.

. Reviewed, interpreted, and organized client mandates and guidelines.

Deleted, added, and corrected rules in Bloomberg Compliance Module.

Created extensive process for interpreting, verifying and documenting

guideline changes.

. Made compliance system accessible and user-friendly to senior

management and portfolio managers on a daily basis and increased

communication between administration and investment personnel.

Class Action Recovery

. Independently initiated review of class action filings for WorldCom,

Dynegy and Enron. Uncovered significant errors and implemented

process to file amended claims. Total recovery for Allianz Life was

$2.2 million.

Susan Chevalier

Page 2

Tel: 203-***-**** ************@*****.***

Ark Asset Management Co., Inc. 1981 - 1999 (formerly Lehman Management

Co., Inc.)

New York, NY

Leading institutional management firm with over $25B in corporate, union

and public funds.

Manager of Marketing Support/Performance Director 1997 - 1999

. Designed and produced of a full range of marketing and client

servicing reports and meeting materials. Supervised and directed

graphics, production and performance teams. Monitored marketing

materials for SEC and GIPS (AIMR) compliance.

. Created Ark's Performance Attribution System to measure and report

results of individual stock and sector selection of portfolios versus

various market indices such as the S&P 500 and Russell 2000. Initiated

and designed multiple enhancements to Ark's performance system

enabling senior management to easily access information on individual

clients, 20+ indices, and composite reports.

. Wrote and edited various narratives on a monthly, quarterly and

request basis. Focused on performance attribution (what helped, what

hurt), economic and stock market outlooks, and specialized client

reporting needs.

Assistant Operating Officer/Senior Performance Analyst 1996 - 1997

Acted as liaison between the chief operating officer and investment and

production groups, as well as supervising market support staff and heading

performance team.

. Instituted centralization and modernization of administrative and data-

gathering procedures for product groups and marketing support in areas

such as account reconciliation, performance and client guidelines.

. Created and implemented various performance analysis systems and

reports. Taught and supervised performance analysts and product group

administrators in use of Ark and other performance services.

Senior Performance Analyst 1991 - 1996

Designed and implemented new composite construction and reporting system

to meet compliance requirements of the GIPS (AIMR) Performance

Presentation Standards.

Group Supervisor - Large Cap Value 1986 - 1991

Senior Manager

Administrative manager in Ark's largest product area ($15 billion

under management).

Education/Skills

Passed Principles Exam for Certificate in Investment Performance

Measurement

San Diego State University, B.A., Magna Cum Laude, Phi Beta Kappa

Proficient in Word, Excel, and PowerPoint

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