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. Ensured efficient and productive process flows by overseeing development of automated applications, eliminated duplications, and coordinated information requirements.• 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, data governance, and quality assurance experts to automate reports and resolve data issues impacting reporting.• 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 processes and expanding product offerings despite 50% team member cuts for three consecutive years.• 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 attribution for accuracy and completeness as well as performing various position, cash, and system reconciliations.

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 various analyses used in presentations to Institutional Investors.• 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, footnotes, and endnotes.• 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 calculating Portfolio Management team bonuses.• 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 determine potential streamlining of steps and develop these enhancements.• 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 fixed-income and equity portfolios. Presented results to institutional clients and key stakeholders within AIG Investments including senior management, client services, marketing, product development, and sales.

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 program to calculate returns for the General Account Investment Grade and General Account Private Investment Grade portfolios.• 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 returns and attributions using FMC Sylvan.• 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 portfolio managers and traders in relation to various return-related information flows.• 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 availability, net investment holdings, income, and performance. Calculated and facilitated payment of quarterly investment advisory fees and “true-ups”.