Adrian Grave De Peralta Email & Phone Number

• Coordinate cash movements and portfolio rebalancing/restructuring, assist with the monitoring and review of client investment policies, and assist with the completion of client subscription materials for new investments.
• Gather, enter, and reconcile custodial and investment manager data into reporting system as well as calculating, analyzing, and reporting performance within InvestmentMetrics InvestorForce and PARis, producing monthly.
• Work internally with other Performance Analysts, our Research and Consultant groups; as well as externally with investment managers, custodians, recordkeepers and administrators.

- Supervision of Performance Data and Reporting team across multiple office locations. - Participate in the interview process and train new employees in InvestmentMetrics InvestorForce and PARis systems. - Assist in the development of formalized training for the Performance team and convey feedback.

- Produce and audit monthly and quarterly performance reports for large public defined benefit and Taft-Hartley funds containing asset allocation and attribution analysis within InvestmentMetrics InvestorForce and PARis.- Reconcile monthly performance for over 500 individual managers and maintain hard deadlines and review client deliverables to ensure.

Las Vegas, Nevada, United States

Las Vegas, Nevada

San Diego

• Administered schedules, sequences, and special reporting for work activities, based on work priority, quantity of equipment, and skill of personnel.
• Inspected and monitored work areas, examined tools and equipment, and provided employee safety training to prevent, detect, and correct unsafe conditions or violations of procedures and safety rules.
• Executed detailed audit procedures by reviewing transactions, documents, records, reports, and policies and procedures.
• Maintained, serviced, and repaired equipment along with maintaining ship inventory.
• Assessed compliance with governmental regulatory requirements, naval ship standards, and governmental policies to ensure company assets are safeguarded.

Las Vegas, Nevada

• Executed complex transactions and performed extensive research to resolve complex customer inquiries.
• Achieved sales and referral goals by actively cross-selling and referring customers to other stores to advertise products, services and sales campaigns.
• Revised payroll and budgets of company personnel resulting in effective business outcomes.
• Adhered to cash handling procedures and services.

Master Of Science - Ms, Finance

Bachelor'S Degree, Accounting And Finance

Master Of Science - Ms, Quantitative Finance