Manager Data
Resume:
RICHARD F. GOODMAN
Westwood, MA 02090-1919
OBJECTIVE: Compliance Analyst responsible for ensuring compliance with
rules and regulations governing the business of a
Registered Investment Advisor.
EDUCATION: . BENTLEY GRADUATE SCHOOL OF BUSINESS, Waltham, MA
MBA Economics/Finance
. STONEHILL COLLEGE, North Easton, MA
BS Marketing Management
HONORS & AWARDS: . Boston Security Analysts Society - Affiliate
Member
. Boston Security Analysts Society CFA Scholarship
Recipient, Program Coordinator
. Putnam Investments, 2 Key Employee Awards - awarded
for quality performance.
. Shawmut National Corporation Superior Performance
Award - awarded for quality performance.
. Bentley Graduate School Scholarship
. Bentley University, Dean's List
PROFESSIONAL EXPERIENCE:
March 2007 to present MERCER HR SERVICES/CLIENT SERVICE
ADMINISTRATION, Norwood, MA
Data Reporting Analyst, Outsourcing - (3/07 to
present)
. Developed uniform suite of metric reporting for
client teams.
. Provide ad hoc data analysis and reporting for
client teams.
. Utilize Microsoft Excel in analyzing raw data and
creating custom reports.
. Verify raw data integrity prior to generating
reports.
July 2000 to March 2007 FIDELITY MANAGEMENT AND
RESEARCH/INVESTMENT OPERATIONS, Boston, MA
Performance/Data Analyst, Portfolio Data Services -
(7/05 to 3/07)
. Acquired, analyzed, managed and distributed third
party index and security characteristics data.
. Responsible for daily operations, daily data
integrity and on request client service.
. Created, lead and executed project plans to receive
third party investment data.
. Attended meetings with third party providers and
internal operations to coordinate delivery of data.
Attribution Analyst, Performance Attribution - (7/00
to 7/05)
. Served as primary contact for Portfolio Managers
for attribution related questions.
. Generated, analyzed and ensured data integrity of
security and fund level characteristics.
. Generated daily, monthly, quarterly attribution and
performance reports for Portfolio Managers.
. Attended Portfolio Manager Quarterly meetings to
answer attribution and performance related questions.
October 1994 to July 2000 PUTNAM INVESTMENTS, Boston, MA
Senior Attribution Analyst, Administrative Services
Division - (8/98 to 7/00)
. Created Excel based attribution reporting and
ensured data integrity for Portfolio Managers.
. Generated attribution and statistical reporting for
institutional and retail portfolios.
. Created custom indices for attribution reporting.
. Served as primary contact for Portfolio Managers
and clients to answer attribution related questions.
Senior Financial Reporting Analyst, Administrative
Services Division - (10/94 to 8/98)
. Created monthly, quarterly, semi-annual and annual
reports in Excel based reporting system.
. Resolved accounting and portfolio data with Fund
Accounting, Trading Desk and external auditors.
. Served as primary contact for Sales and Marketing
Group providing portfolio characteristics.
. Completed on line Edgar investment portfolio
reporting for SEC.
. Attended meetings with Sales and Marketing to
provide portfolio data for shareholder reports.
December 1992 to October 1994 HIGGINS ASSOCIATES (Pension Consultants),
Cambridge, MA
Performance Measurement Analyst/Operations Manager
. Performed fund accounting and investment reporting.
. Monitored portfolio composition and executed trades
to re-balance portfolios.
. Generated client investment portfolio reporting
with Advent and Excel software.
. Attended client meetings serving as expert on
client reporting.
TECHNICAL SKILLS:
. Software/Computer Skills: Microsoft Office, Excel
. Data Vendor Application Experience: Advent,
Bloomberg, Factset, Morningstar, Vestek
MISCELLANEOUS:
. Stonehill College Athletic Hall of Fame - Baseball
. Avid runner
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