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0-5 years of experience
Lead intern chartered with mediating root causes of operations shortfalls resulting in delays in dispensing prescriptions.
- Investigated and documented points of interaction in prescription process, from origination to delivery
- Conducted time and motion studies to determine KPIs to measure operational performance over time
- Identified process constraints, bottlenecks, and variations to expose gaps between actual and target performance and discover opportunities for improvement
- Improved satisfaction rate of doctors, nurses, and pharmacists from 60% to over 85% by recommending and implementing process changes through simplifying methods of dispensing prescriptions
0-5 years of experience
Conducted monthly, quarterly, and annual performance analysis for a variety of fixed income, equity, and tactical asset allocation portfolios, with accurate and on-time delivery on a consistent basis.
- Supported installation of new client portfolios and portfolio terminations on multiple performance systems.
- Converted client portfolios from two legacy performance platforms to new performance and analytics system.
- Directed and implemented procedures to greatly improve on time delivery of critical/at-risk client reporting by over 50%.
- Monitored on-time metrics and researched issues that caused delays in performance reporting for Performance Group Senior Management, implemented communications protocols with various global performance teams to identify and proactively resolve issues causing delays in delivery of client reports.
0-5 years of experience
Responsible for building and maintaining a global performance management program from the ground up with a Management by Objectives (MBO) focus in order to measure the performance of the company both broadly and granularly.
- Managed and led our Rapid Application Development team to fix, improve and enhance the internal software application used to enable the MBO performance management program to
- Sole HR lead responsible for maintaining an up to date employee database within the software
- Communicated with people on 6 continents, in dozens of countries from all functional areas of the business on a daily basis. Responsible for being a primary resource for a wide array of inquiries and concerns that employees may have regarding the software application or the MBO program
- Collaborated and worked alongside top executives in a clear and professional manner.
- Developed a comprehensive understanding of all operations and functions of a global CPG
0-5 years of experience
- Created and implemented internal process changes to save division $115,000 to date (4% of an annual budget)
- Assessed and resolved effectiveness barriers of multiple public sector programs; 93% implemented
- Improved partnership with antagonistic client, who immediately implemented all recommendations
- Nominated for early participation and completed leader development program
0-5 years of experience
Produced multi-level performance reporting, contribution exposure and risk/efficiency analysis for custody accounts.
- Prepared return calculations, risk analytics, attribution reporting, peer universes, benchmarking, regression analysis and pro-active portfolio commentary.
- Led RFP, development and production phases of new clients and expansion of existing accounts.
- Ensured proper booking of transaction data and reconciled against asset manager for accurate performance calculations.
- Utilized a variety of interrelated proprietary systems designed to provide critical inputs required for generating performance reporting and analytical frameworks within a timely manner.
- Received Excellence in Performance Award – 2nd Quarter 2010.
0-5 years of experience
Compensation Analysis: Assisted seven international markets in creating compensation models to align desired behaviors with corporate key drivers. Managed and documented all compensation changes as the official committee Coordinator.
- Provided recommendations to senior management based on detailed analysis and modeling
- Created innovative compensation plans to ensure compensation is both competitive and within company budget
- Provided tools and templates that measure individual compensation components to improve effectiveness
- Ensured compensation change training was conducted with rural agents through the creation of marketing tools and customized calculators for agents and managers in Asia and Latin America
- Automated and streamlined reporting processes to reduce bottlenecks and improve efficiency
- Received an Outstanding Achievement Award (November 2011) for research, marketing, and product development work for a potential new business venture to capitalize on emerging market trends
- Conducted Customer Acceptance Testing to support the implementation of a new sales reporting database
0-5 years of experience
- Performed footprint and asset analysis for $720 million asset acquisition and prepared press packet for US Region President
- Managed operations continuity, such as reporting standardization and benchmarking during the integration of the new assets
- Analyzed ready mix business unit to increase operational efficiencies on a semiannual basis and conducted first review that generated savings of over three million dollars
- Tracked and analyzed monthly key performance indicators for benchmarking, trends, and variable compensation purposes
- Implemented risk management workshop in the US by assessing internal controls and identified how each business unit can mitigate risk
- Created monthly and quarterly presentations for the Board of Directors and the US Senior Management team including economic data, industry indicators, operational indicators, and financials
0-5 years of experience
Maintained composites including define/create new composites, calculation of returns and other statistical measures in accordance with GIPS guidelines, update constituents and legal disclosures.
- Researched and quality control outliers; worked with pension administrators and client service representatives to resolve all incorrect entries and pricing issues.
- Prepared and created Ad Hoc performance reports for clients, management, and marketing presentations.
- Analyzed and evaluated performance results against product composites and benchmarks; reviewed dispersions and tracking error and monitor performance trend.
- Responded to all performance related requests and questions to pension and private client advisors, portfolio managers, marketing and legal.
- Interacted with MIS, global analytics, and client reporting group to ensure high quality of performance data is being computed and reported. Formulate and test enhancements made to the performance calculation process.
- Gathered and loaded index data from various internal and external sources.
0-5 years of experience
Calculated monthly and quarterly performance for over $2.4 billion in private and public defined benefit pension plans, high net worth trusts, and various Taft-Hartley plans
- Interacted with investment managers and custodial banks to compile and input investment data including market values, cash flows, capital calls, and investment performance
- Worked closely with consultants to determine highly effective methods for presenting results of monthly flash reports and more robust quarterly reports
- Calculated and analyzed numerous statistics including standard deviation, Sharpe ratio, Sortino ratio, alpha, and tracking error using Investor Force software
- Performed asset allocation studies to examine specific exposure by asset class and/or geographic location of traditional investment funds, alternative funds, and Global Asset Allocated funds
- Evaluated efficacy of benchmarks for specific investment products and provided input on whether changes needed to be made to reflect alterations in the asset allocation of those products
- Analyzed abnormal returns to determine the root cause of the abnormality – timing differences of various monthly and quarterly statements or large cash flows need to be taken into consideration
- Completed ad-hoc projects and studies for Consultants and Senior Management to present to clients
0-5 years of experience
Utilized three performance measurement systems; GIM II, Indata, and World Markets
- Calculated time-weighted rates of return for all investment sectors when discrepancies occurred
- Calculated projected yields, monthly returns, QTD, YTD, 1YR, and annualized returns
- Constructed monthly composites and compared results with selected benchmarks
- Prepared customized performance projects for investment staff utilizing Excel spreadsheets
- Complied with AIMR-PPS Standards
- Reconciled portfolio accounts and trades from trust accounting system to GIM II and Indata
0-5 years of experience
- Trained and supervised a direct report staff of three that assisted in the management of 233 vendors across 9 states.
- Built solid management team to accommodate rapid development of deficient accounts. Designed, implemented and monitored training programs targeting accounts with large variances.
- Conducted weekly staff meetings and conference calls with out-of-state vendors.
- Managed client relations.
- Arbitrated in all termination situations and participated in all termination interviews. Conducted all exit interviews and identified causes for termination in order to develop a best practices plan for future hires.
- Established rapport with internal and external clients with a proven ability to obtain high performance levels from employees while maintaining a pleasant working atmosphere.
0-5 years of experience
- Prepared monthly performance measurement reports for ten portfolio managers.
- Calculated and analyzed rates of returns for total fund, equity, fixed and cash segments.
- Supplied performance data and designed graphics for New Business area.
- Reconciled portfolio asset and cash positions against their custodian.
- Resolved any reconciliation discrepancies.
- Acted as a liaison between account managers and custodian bank.
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Performance Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
