Brad Harris Email & Phone Number

Chicago, Illinois, Us

- Manage a team of 6 investment analysts covering investment performance, compliance, risk and private asset analysis.- Manage a client base of international asset managers and self managed asset owner clients. Covering all asset classes- Lead RFP and sales effort for prospective asset manager clients who require portfolio analysis and performance reporting- Lead department wide projects ranging from new client onboarding, to application enhancements, to process improvement initiatives across the group.

Chicago, Illinois, Us

Serve as the primary IRAS (Investment Risk and Analytical Services) consultant for several asset manager clients. Analyze client's performance, GIPS composites, and attribution results. Also manage a team of investment performance analysts to ensure client deliverables are completed.

Chicago, Illinois, Us

Investment Consultant servicing international asset managers across different asset classes (Equity, fixed income, derivatives). Solution client performance reporting needs through detailed analysis. Also performed detailed attribution analyses on a daily basis for clients utilizing different market indices.

Chicago, Illinois, Us

Served as the primary analyst on several asset management relationships across multiple asset classes (Equity, fixed income, derivatives). Analyzed daily investment performance and attribution data while ensuring accuracy through a thorough audit process. Maintained GIPS composite results for client base.Reviewed all accounting entries for accuracy to ensure performance results reflect all portfolio movements.

Chicago, Illinois, Us

Boston, Ma, Us

-Analyst on 16 client relationships including universities, charitable foundations, and family trusts -Deliver high quality reports that include asset allocation, performance and risk analytics-Actively track all investments and asset classes in clients portfolios (Portfolios up to $2 billion)-Calculate currency hedged returns from clients using fx contracts-Complete various ad-hoc requests for clients that range from country exposure analysis to performance attribution-Contribute to various department wide projects and teams

-Organized multiple large scale events for the American Cancer Society with thousands of participants, survivors and volunteers-Contacted local and national businesses for donations and sponsorship-Planned every aspect of the event including media relations, sponsorship, recruitment, fund-raising and logistics-Previous Board Director at the University of Kentucky’s Relay For Life-Helped raise over $500,000 in 8 years

-Promote the Gatton College of Business to current and prospective students-Create and put on special events for students in the Gatton College of Business-Connect students with faculty and staff-Work to engage students with employers through preparatory events and career fairs-Coordinated events with directors and volunteer assistance through events-Researched and worked on projects for advisers and dean

New York City, Us

-Worked with futures contracts for commodities and other assets-Confirmed trades-Analyzed financial portfolios and key financial statistics-Researched and practiced various trading strategies-Researched movements in commodities and currencies-Adapted to a unique and fast paced work place

Bachelor Of Business Administration (Bba), Finance

Bachelor Of Science (Bs), Economics

International Business