Investment Specialist Performance Measurement Specialist

Russell J. Walker

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

Long Beach, CA 90808-2926

562-***-**** (home)/562-***-**** (mobile)

********@*******.*** LinkedIn: www.linkedin.com/in/russelljwalker

Investment Plan Analysis and Consulting Performance and Attribution Analysis Investment Research

ACCOMPLISHMENTS:

Served multiple key roles in rewrites, updates and upgrades of important risk management software applications utilized by major asset managers and owners throughout the world

Produced numerous research pieces covering current topics in institutional investment management, with specific focus on fixed income asset space and pension plan funding levels

PROFESSIONAL EXPERIENCE (most recent listed first)

Independent Performance Reporting Contractor Long Beach, CA

Produced investment performance analysis, including ex-post absolute and risk-adjusted comparisons, for startup hedge fund

Built database of industry benchmarks to facilitate analysis

Constructed client-ready reports to present investment results in clear and comprehensive format

Wilshire Associates Santa Monica, CA

Vice President, Consulting Division

As Consultant Liaison:

oCoordinated performance reporting efforts among consulting teams

oSupervised and mentored performance analyst team of over 20 staff members in two separate sites

oInstructed analysts in use of software applications

oShepherded systems and database coordination across multiple programs and operating systems

As member of Investment Research Group:

oProduced research projects on behalf of clients and consultants, with a special focus on fixed income management and pension plan funding levels; presented research at conferences

oConducted multiple ad-hoc research projects on behalf of clients

oServed on Fund of Hedge Fund Manager committee; duties included manager monitoring and review, high-level qualitative analysis, meeting with managers

o

Client Support, Analytics Division (final title: Vice President)

Provided broad, in-depth client support in the use of products within Wilshire’s QuantumSM suite of portfolio analytical software and Wilshire Co-opWorksSM reporting software

Conducted performance and risk attribution analysis for investment portfolios advised by investment consultants: maintained composites, formatted reports, advised clients on report interpretation, index use, etc.

Wrote User’s Guides for software applications

Performed Quality Assurance software testing on ad-hoc basis and as head of standalone Quality Assurance group (2003-2004); hired staff to build out QA group

Worked with developers in software design/enhancement, database verification, data file design and troubleshooting

Presented on capital markets, risk models and software applications at client conferences

COMPETENCIES:

Computer Programs: MS Office, Wilshire Quantum, Bloomberg Terminal Typing Speed: 53 wpm

Operating Systems: Windows, Mac Languages: English, Spanish, Portuguese, French (in order of fluency)

EDUCATION:

University of Pittsburgh, Pittsburgh, PA

Bachelor of Arts, Spanish Language and Literatures

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