Manager Analyst

Deborah K. Campanozzi

** ***** ******

Westwood, NJ 07675

H: 201-***-**** / C: 201-***-****

*********@*****.***

OBJECTIVE

To secure a growth position in Research/Performance Analysis where I can

utilize my diverse background in the financial services industry.

PROFILE

As a Performance Measurement Analyst, I assisted in updating performance

returns by reconciling market values and transactions through secondary

software programs and to check performance anomalies against client monthly

reports.

As a GIPS Performance Analyst, I provided GIPS regulatory reporting,

attribution analyses and performance on investment strategies to various

international and domestic departments including, marketing, portfolio

management, and legal/compliance areas for purposes of business development

initiatives.

As a Business/Research Analyst in the Portfolio Management Program, I

assisted Portfolio Managers in gathering data to determine the best type of

investments for their clients and maintained spreadsheets so managers could

easily track ratings for their investment choices. I created composite

reports for all Senior Portfolio Managers to use for self- marketing

purposes by building/running SQL queries and converting data into usable

formats. These composites are comprised of all accounts managed in the same

investment style by the Senior Portfolio Manager.

As a Performance Analyst, I provided return data to the firm's clientele

and Financial Advisors. While in this position, I calculated time-weight

and asset-weight returns for firm client composites and created client

reports on a quarterly basis. Responsible for submitting performance data

and analyses to major manager research companies such as Effron, Mobius,

and Frank Russell.

TECHNICAL SKILLS

. Proficient in Microsoft Word /Access / Excel / PowerPoint / Outlook

.

. PORTIA (Thomson Investment Software)

. StatPro Performance Measurement Software

. Greenhill Performance Measurement Software

. StockVal

. Proficient Telnet Protocol / GIM II-(SQL Server)

. NETX 360 (Pershing Proprietary Software)

. ARGOS (Lazard Proprietary Software)

. Thomson Financial First Call Research

. Marketing Studio (Lazard Proprietary Software)

. CheckFree CALIPER

. Rumba

. Lotus Notes

. Light Knowledge in Bloomberg

. Light Knowledge in FactSet

PROFESSIONAL EXPERIENCE

Pershing, LLC.

Jersey City, NJ

PERFORMANCE MEASUREMENT ANALYST (CONSULTANT) 02/10 - 03/10

Utilized various software programs to reconcile and fix performance errors

on individual accounts. Updated market values and transactions on Rumba to

reconcile against monthly statements using NETX reporting software. Checked

for anomalies using MagPort software and updated system to reflect changes

made to performance as a result of reconciliations I made through Rumba.

State Street Corp supporting Lazard Asset Management, LLC

New York, NY

OFFICER / GIPS PERFORMANCE ANALYST 03/08

- 03/09

Responsible for the set up of diverse investment products for London,

Dublin and Frankfurt based accounts; the rate of return calculations of

composites and pooled funds on a monthly basis; analysis of account

restrictions, performance outliers and resolve inquiries from users.

Measured attribution for equity and fixed income strategies in various

international and global portfolios. Also responsible for writing new and

modifying performance disclosures and procedures, as well as, perform ad

hoc special projects.

In this role I mastered, the composite construction system, other secondary

subsystems, and knowledge of the GIPS Performance Presentation Standards.

UBS Financial Services, Inc.

Weehawken, NJ

ASSOCIATE DIRECTOR / BUSINESS & RESEARCH ANALYST

09/00 - 03/08

Collected and analyzed investment performance results used in developing

reports for UBS Senior Portfolio Managers in the Portfolio Management

Program (PMP). Verify accuracy of all portfolio and benchmark performance

results and performance trends. Responded to Portfolio Manager requests and

conduct special projects/analyses. Designed custom ad hoc composite reports

to Portfolio Manager's needs.

Gathered data to create research reports and spreadsheets for Portfolio

Managers to use in developing their client portfolios and models. Tracking

registration and enrollment status of Portfolio Managers coming into the

Portfolio Management Program. Managing list of approved PMP Managers and

their approved investment styles.

ASSISTANT VICE PRESIDENT / SENIOR PERFORMANCE ANALYST

Utilized and created SQL queries to reconcile and fix performance errors on

individual accounts. Ran performance data lists to be uploaded into

secondary software to create specialty client reports for JC Bradford

managers who had merged into the firm (formerly PaineWebber).

HGK Asset Management, Inc.

Jersey City, NJ

PERFORMANCE ANALYST / CONSULTANT LIAISON

01/99 - 09/00

Compiled and created composite data for the firm, provided consultants with

performance related information; Responsible for gathering information for

annual GIPS audit, respond to RFP's, maintained search databases, and

consultant questionnaires for the firm. Responsible for keeping accurate

market information, i.e. benchmarks for the firm's GIPS compliant products.

EDUCATION

Fairleigh Dickinson University

Teaneck, NJ

B.S., FINANCE

GPA: 3.65

Magna Cum Laude

LICENSES

NASD SERIES 7 / Earned February 1996

NASD SERIES 63 / Earned July 1996

AWARDS RECEIVED

Service Excellence Award / Awarded 1997 from Summit Bancorp

Induction into the Beta Gamma Sigma National Honor Society on May 9, 2004

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