Data Analyst, Business Analyst

Vince Baria, CFA

Atlanta, GA 404-***-**** ************@*****.*** LinkedIn Profile

Summary

I am a servant team leader, investment professional, and data analyst with success providing effective solutions for challenging financial services issues. My strengths include empowering and leading global teams and creating a data-based foundation to build robust analytics and organize data for accurately reporting insights with cross-functional stakeholders.

Data Competencies

Business Analytics, Tableau, SQL, and starting on Python.

Professional Experience

Liberty Mutual, Atlanta, GA Aug 2021-Nov 2021

Director, Performance and Attribution

Contributed to the Incentive Advisory Committee, reviewed and analyzed compensation changes with senior management.

Led a team of four analysts, built relationships and scheduled meetings with senior investors.

Learned about the portfolio and investment process including fixed income, equity and alternative investments.

Invesco, Atlanta, GA Jan 2018-Jan 2021

Manager, Fixed Income & ETF Portfolio Analytics

Coached, mentored and led a team of up to eight investment analysts and delivered global fixed income attribution and analytics for ETFs and retail and institutional funds.

Delivered new methods to deliver investment data and eliminated obstacles to produce more accurate data comparing a portfolio's performance against the benchmark return.

Actively partnered with product managers, portfolio managers, compliance and pricing stakeholders and determined the portfolio was not synced with the benchmark due to red tape.

Facilitated the entire onboarding process from concept to go-live for four Oppenheimer Funds Fixed Income teams managing assets of $50 billion+ over to Aladdin.

Led multiple projects that significantly improved systems and process efficiencies, maximized alignment with asset pricing, and produced greater accuracy for system results.

Performance attribution improvements contributed to the company’s acquisition of Oppenheimer in 2019.

Voya Investment Management, Atlanta, GA May 2009-Jun 2017

Vice President, Fixed Income Portfolio Analytics

Managed the Data Integrity Analytics team

Promoted to VP to execute monthly security valuation processes for $30 billion private placement and commercial mortgage loan portfolios, anticipating frequent audits and model validation exams.

Functioned as the primary front-office relationship manager for the BlackRock Aladdin front office risk, portfolio management, and performance analysis modules.

Contributing member of the core team that onboarded two BlackRock Aladdin Fixed Income systems representing $100 billion+ in AUM.

Prioritized and managed multiple project streams to optimize enhancements of the product firmwide and built a formidable expertise for faster development and deliverables from BlackRock.

Led implementation of attribution and book-of-record performance in a BlackRock Aladdin system.

Solidified the first Aladdin client to adopt both capabilities which significantly increased the firm’s ability to monitor granular results daily.

Education, Certification

Vanderbilt University Owen Graduate School of Management, Nashville, TN

Master of Business Administration

Finance, International Business

Vanderbilt University School of Engineering, Nashville, TN

Bachelor of Engineering

Double Major: Mathematics and Mechanical Engineering

Georgia Institute of Technology, Atlanta, GA

Certificate in Data Science and Analytics Boot Camp

Udacity, Atlanta, GA

Currently pursuing Nanodegree in Business Analytics

Data Science & Business Intelligence Society of Atlanta

Member

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