DAVID FRIEDMAN

**** ******* ** ******* ** ***** · 201-***-****

ad1pyy@r.postjobfree.com

Looking to share 30 plus years of experience in the Investment Services field. Looking to work with and contribute to a positive, collaborative environment. Share my experience in promoting automated, efficient ideas to business needs surrounding data, work flows and product. EXPERIENCE

MARCH 1987 – MARCH 2023

SENIOR VICE PRESIDENT, HEAD OF INFORMATION SYSTEMS, FRED ALGER & COMPANY, LLC.

• Managed a team of four Solution Analysts.

• Series 99 and SIE certifications.

• Understanding of all aspects of institutional asset management services and process including:

• 40 Act and UCITS FUNDS, SMA/UMA, High Net Worth, and Institutional portfolios.

• Managed the technology and data surrounding the firms trading and portfolio management systems

• Understanding of many aspects of trading, settlement, fund administration transfer agency and portfolio accounting processes and workflow.

• Managed the technology and data provided to and by custodians, fund administrators, market data services such as Factset, Bloomberg and ICE.

• Developed internal relational database(s) to collate all incoming and outgoing data to efficiently process automation.

• Built multiple data feeds to custodians, clearing agents, TCA vendors, consultants, and Morningstar.

• Managed and participated in all internal and external reporting involving Portfolio Management, Trading, Compliance, Operations, website and Sales and Distribution.

• Managed multiple conversions of portfolio accounting, mutual fund accounting, transfer agency processing. Both on premise to SAAS and SAAS to on premise.

• Managed the onboarding of Weatherbie Capital Management as a subsidiary of Fred Alger & Company, LLC. Working with FISERV and third-party consultant to convert and reconcile holdings and transaction data.

• Understanding of Socially Responsible and ESG guidelines and data processing.

• Managed the Market Data budget for both soft dollar and hard dollar payment, Budget =

$10 million.

EDUCATION

STATE UNIVERSITY OF NEW YORK, BINGHAMTON

Bachelor of Science – Management

2

SKILLS

• Understanding of data and software

development cycles.

• Developing positive and productive

relationships across Alger and all vendors.

• Poised decision maker, team player looking to

build or work within a team.

• Communication and collaboration skills which

are key to understanding expectations,

priorities, and quality outcomes.

• Working knowledge of Factset Workstation,

IRN, and Cornerstone. Developed and

automated PA docs, screens from

workstation to delivery.

• Working knowledge of Bloomberg

workstation.

• Microsoft suite

• Working knowledge of Active Batch

automation and scheduling tool

ACTIVITIES

Learning American Sign Language

Managed local High School Hockey team

Avid runner, walker, and cyclist

Contact this candidate