Barry Ramirez Email & Phone Number

- Serve in a support role to Finance Team including account maintenance, performance review, cash transfers, asset transfers, instructions to custodian banks & operational oversight of external managers.- Learn & maintain investment systems (i.e. FACTSET, Barclays POINT) in order to produce reporting as requested from investment staff.- Liaise between investment staff, back office and custodian banks to continually provide superior service and manage accounts.- Support and maintain internal/external metrics to help monitor operational activities.- Lead or contribute to projects/initiatives that support the company goals.- Create and maintain desktop procedures for all tasks.- Cross-train and develop knowledge of colleagues’ tasks to serve as backup when needed.- Produce reports and support efforts required of third party clients.- Exhibit confidence and an extensive knowledge of industry practices both current and emerging when solving business problems.

New York

Develop / Create / and Maintain Ad Sales reporting. Maintain weekly projections reports of working/visible business.Sales Reporting- historical client spends, product category spends, weekly bookings, etc.Assist on the preparation and presentation of annual and quarterly revenue re-estimates.Consolidate Budget / Estimate roll-ups and analyze for VP of P&I.Maintain upfront reporting tools.Ad hoc presentations and analysis.