Performance Measurement Analyst/Performance Measurement Manager-Finan
Resume:
WINSOME C. WILSON
**** **** **** ******, ********, New York 11236
**************@*****.***
SENIOR ANALYST (Performance and Reporting) | ASSISTANT MANAGER (Performance and Attribution)
Industry Preference: Financial Services with Emphasis in Asset Management
Asset Management | Financial Analysis and Reporting| Financial Restructuring and Budgeting
Strategy Development and Execution | Customer Service and Relations | Process and Productivity Improvement
QUALIFICATIONS PROFILE
Highly analytical, results-oriented, and exceptionally skilled professional, with in-depth knowledge and expertise in investment performance analysis and attribution, client service, new business development, and innovation. Powered with excellent problem-solving abilities, complemented with progressive experience in conducting research and reporting. Proficient in writing and implementing investment policy guidelines to ensure strict adherence of managers to the fund’s investment policy guidelines.
- Proven effective in directing daily financial business aspects as well as skilled at maximizing performance of financial operations with focus on strategy formulation, cost reduction, project management, financial control, and profitability improvement.
- Competent in addressing complex challenges through in-depth analysis and due diligence to effect dramatic improvements in efficiency, productivity, and business processes toward successful attainment of organizational goals.
- Equipped with a keen eye for detail and dedication to superior service and operational excellence; extremely capable of multitasking within fiercely competitive and fast-paced environments.
- Member of the executive team, ClientFirst, which provides and improves client experience.
PROFESSIONAL EXPERIENCE
The Bank of New York Mellon Corporation ~ New York, NY
VICE PRESIDENT 2001–2010
- Carried out comprehensive analytical and evaluative review of specific investments, investment strategy, historic market, and portfolio performance.
- Determined appropriateness for further consideration from senior management of the Investment Committee.
- Spearheaded the creation of a new reporting technology that significantly increased the number of quarterly board reports delivered on time.
Career Highlights:
- Played a pivotal part in generating investment performance and asset allocation information in formats that maximized data effectiveness.
- Evaluated and tested investment policy and/or asset allocation modifications as well as presented data that supported or refuted recommendations.
- Conceptualized and spearheaded projects that accelerated monthly reconciliation processing; significantly increased the accuracy and timeliness of monthly and quarterly reporting.
- Educated clients on performance and analytics product offerings through informative trainings, which enabled them to decide on investment manager’s strategy and fund’s performance.
- Carried out a lead role in creating manager performance tracking database that provided staff with full access to client service level agreement.
ASSISTANT TREASURER 1996–2001
- Expertly conducted client presentation, investment analytics training and product demonstration, and investment strategy review.
Career Highlights:
- Effectively worked with application developers and developed more user-friendly proprietary investment performance software that allowed immediate client access to month-end investment data.
- Accomplished prototype reviews as well as alpha and beta testing to ensure client product requirements were met using the new product.
- Facilitated professional training of clients regarding industry products that allowed clients to monitor, review, and assess fund’s asset allocation and investment strategy.
EARLIER CAREER
Everest International ~ Stone Mountain, GA
ACCOUNT EXECUTIVE
- Ensured accuracy in reviewing and analyzing investment proposals as well as in preparing monthly investor reports.
- Contributed significant efforts and support in various project R&D initiatives.
Morgan Stanley (Formerly Dean Witter) ~ New York, NY
ASSISTANT VICE PRESIDENT
- Rendered direct supervision to a staff of five employees providing customized investment performance reports, key analytics, and marketing and sales support to financial sales staff.
Career Highlights:
- Efficiently managed and maintained performance database of institutional investment performance clients, money managers, investment manager profiles, benchmarks, market indices, and market overviews.
- Exhibit effectiveness in overseeing investment manager strategy, ensuring no changes to the investment profile.
- Planned and organized annual investment consulting sales seminar for investment professionals.
EDUCATION
BACHELOR OF BUSINESS ADMINISTRATION MAJOR IN MARKETING
Temple University, Philadelphia, PA
PROFESSIONAL TRAINING
Anti-Money Laundering | Presentation | Excel | PowerPoint | Time Management | Leadership | Diversity
ACTIVITIES
Member ~ Bank of New York Mellon Corporation Women’s Initiative Network (WIN)
TECHNICAL PROFICIENCY
Bloomberg | Wilshire Analytics | Microsoft Excel
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