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Manager Project

Location:
7801, United States
Posted:
March 23, 2011

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***** R. *********

** ****** ******, ********, ** 07801 862-***-****(Home) / 973-***-****

(Mobile) *********@*********.***

Experience

UBS Financial Services, Inc., Weehawken, NJ

**** - ****ent

Wealth Management USA, Operations

Director, Client Performance Reporting (March 2009 to Present)

. Manage the day to day operations of 3 performance reporting groups

. Develop, execute, and monitor group client service and support

strategies

. Coordinate staffing/resources and prioritize project initiatives with

Information Services and Project Managers

. Establish deadlines and benchmarks to 14 reporting analysts to ensure

timely completion of monthly QA process, with the secondary objective

of achieving continuous improvement

. Supervise and adjust internal controls in place for monthly/quarterly

QA process

. Coach staff analysts through objective setting, career development,

and performance reviews

. Review Business Requirement Documents for upcoming initiatives related

to Performance Reporting

. Function as subject matter expert for Performance Reporting/Operations

with Business and Information Systems colleagues during design and re-

engineering of upstream processes

. Coordinate the integration of legacy performance data for Financial

Advisor recruits during on boarding process

. Represent Client Reporting division for VIP Financial Advisor

presentations

. Ensure issues affecting Private Wealth Management Financial Advisors

are immediately escalated and resolved

. Confirm all process and internal controls in accordance with SOX

responsibilities have been met within established time frames

Associate Director, Client Performance Reporting (November 2007 to March

2009)

. Analyze progress of group projects and provide status of quarterly

cycle to Managing Director

. Ensure inquiries escalated by Service Desk and Sales field are

completed within 1 business day by senior staff

analysts

. Manage the response to client inquiries through the performance staff,

ensuring one day turn around time

. Regularly evaluate the Performance Measurement group's monthly QA

processes

. Review resumes and make recommendations for potential staff hires

. Serve as a relationship manager between Business Product Managers and

Database Programmers, ensuring requests/projects from business

managers are attended to and completed on time by IT staff

. Constructed and presented business cases to client reporting

development team for enhancements to reporting platforms and products

Production Manager (March 2006 to November 2007)

. Direct and execute the quarterly processing of 500,000 financial

performance reports

. Responsible for ensuring delivery of 99.8% of performance reports to

clients within 6 weeks of quarter-end

. Ensured over 500,000 managed accounts successfully complete 21 point

data integrity by month- end

. Coordinated report production and inventory with printing vendor

. Supervised and delegate daily/weekly/quarterly department tasks to a

staff of 10 performance analysts

. Assisted in the coordination and completion of User Acceptance Testing

for programs designed to create and report client financial data for 13

separate financial products, including the creation of test plan and

use cases

. Managed data integrity projects including the drafting of requirements

and confirming issues are addressed by technology within established

time frames

. Served as a relationship manager between Business Product Managers and

Database Programmers, ensuring requests/ projects from business

managers are completed on time by IT staff

. Tracked ongoing projects and open issues requiring urgent attention

. Partnered with stakeholders (i.e. Business, IT, Operations, Trading,

Administration, and Billing) for new processes and products to

establish scalability within performance group

***** R. ********* (continued) Page 2

. Solely responsible for the quarterly/monthly calculation, data

integrity, posting, and servicing of the 150 Separately Managed

Accounts manager performance composites

. Ensure performance reporting responsibilities are met during each phase

of new product launches

Associate Production Manager (October 2001 to March 2006)

. Exclusive analyst for the firm's multi-strategy investment product,

ensuring the financial reporting integrity of high net worth accounts

. Escalation level contact for daily inquiries of advanced client

financial data analysis issues. Responsible for ensuring one business

day responses to from the firm's Financial Advisors

. Prepare daily management reports for 9 of the firm's Managed Account

products

. Responsible for special projects and ad hoc queries at request of

senior management (including Compliance requests, status of

monthly/quarterly process, status of current projects)

. Implement changes to client reports submitted by Product and Marketing

Managers

. Support the Investment Solutions/Managed Accounts group as the primary

contact and information source of financial data

Performance Analyst (June 1998 to October 2001)

. Personal analyst for one of firm's largest institutional brokers

(approximately $400 million in managed assets)

. Primary liaison for performance issues for institutional broker's

relationships

. Reconciled and audited approximately 200 institutional and high net

worth individual accounts

. Calculated time weighted rates of return for the purposes of quarterly

performance reports for mutual fund product

. Addressed performance measurement inquiries of the firm's mutual fund

product within one business day

Education

Stevens Institute of Technology, Hoboken, NJ

Graduated June 2009

M.S., Information Systems

Concentration in Information Management

Towson University, Towson, MD

Graduated May 1998

B.S., Business Administration

Concentration in Marketing

County College of Morris, Randolph, NJ

Graduated August 1996

A.S., Business Administration

Skills

Excellent Oral and Written communication skills. Experienced in Microsoft

Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Visio, Microsoft

Project, Microsoft Access, Microsoft Outlook, Morningstar Principia, GIM2

(UNIX based performance analysis/trading system), intermediate level SQL

queries.

Professional Development

. Graduate of UBS Essential Management Skills training program.

. Graduate of UBS ASCENT career development and leadership program (served

as project manager/coordinator for UBS Investment Bank Operational Risk

Control initiative).

. Ongoing participant in multiple career development and management

fundamentals training courses.



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