Betsy Walker Email & Phone Number

Houston, Texas Area

• Provided leadership for a seven-member Houston and New York Portfolio Analysis and Reporting team accountable for over $234 billion AUM reporting, facilitated business continuity planning, and evaluated client needs..
• Partnered with AIG Investments Front Office (including CIOs, senior management, portfolio managers, traders, credit analysts, and technologists) to determine reporting needs and data issues and worked with developers.
• Worked closely with end-users; leveraged the MicroStrategy Reporting Platform and other portfolio management tools to provide summarized results as client quality reports and presentations.
• Navigated challenges of employee transfers, resignations, and layoffs and ensured silent-running business activities continued during transition periods for our clients; continued delivering improvements in operational.
• Performed independent analysis of data, and presented insight into various reports to confirm business validity including review of pricing, security models, security classifications, security-level returns, and.

Houston, Texas Area

• Earned multiple promotions from Senior Investment Analyst to Manager, and subsequently Vice President, within a two-year period. Instrumental in consistently providing Portfolio Management teams with return data and.
• Provided leadership for a four-member Houston Performance Measurement team. Reviewed and approved all performance analytics data required, released to the public, and ensured all materials included proper disclosures.
• Facilitated a smooth transition of the institutional accounts from AIG Investments to PineBridge Investments. Provided required process support and documentation.
• Directed on-the-job training of new investment analysts to effectively execute and interpret accounting and performance reports.

Houston, Texas Area

• Developed new reporting packages to address insurance-specific reporting requirements from restructuring AIG Investments. Built complex Excel spreadsheets that calculate attribution by credit analysts, used for.
• Collaborated with portfolio management teams to develop carve-out accounts to generate performance track records for use in marketing institutional investment management capabilities across multiple asset classes.
• Leveraged complex Excel spreadsheets to calculate new performance statistics in response to potential/existing external client requests and new industry pronouncements. Reviewed existing calculation processes to.
• Managed a four-member Houston Performance Measurement team. Supported strategic planning efforts and prepared ad hoc returns, return attribution, portfolio characteristics, and statistical reports for multiple.

Houston, Texas Area

• Streamlined Focus program by automating operations to include warrants, reducing monthly return calculation process by 20%. Modified Focus program filter criteria for the existing General Account High Yield Portfolio.
• Analyzed and reviewed multi-million dollar accounting transactions, reconciled data from Barclays Capital POINT to FMC Sylvan (AIG Investments’ Performance Measurement application), and calculated both performance.
• Delivered timely and accurate reporting of performance return and attribution results for composites and portfolios including sector and security-level performance reporting. Served as the key point-of-contact for.
• Imported, exported, and maintained data from assorted portfolio analytics software. Independently collected missing/supplementary data and coordinated with investment, operational, and accounting staff and vendors.
• Calculated ex-post risk statistics using FMC Sylvan, Zephyr, and Barclays Capital POINT.

Houston, Texas Area

• Calculated various statistics for monthly financial reports, prepared actuarial work papers, and provided to the Accounting Department for use in each month’s reporting cycle.

Houston, Texas Area

• Monitored investment portfolios to ensure compliance with investment guidelines. Developed reports required by senior management and investment advisors to track asset class limitation violations, trade activity, cash.