Calculated financial and statistical reports that tracked the income and expense goals of the year-round resortProduced quantitative investor reporting packages that qualitatively explains actual results vs. budget variances

Research Analyst on a Global Investment Team responsible for the calculation of quarterly deliverables for investment manager evaluation and oversight.Provide qualitative and quantitative support for the investment due diligence, monitoring, and decision-making processes

Calculated quarterly report packages that detailed performance evaluation and risk assessment for portfolio managers, C level executives and RS Board of DirectorsComputed and analyzed attribution reports, fund characteristics metrics and peer ranking statistics.Partnered with internal teammates for the insertion of calculated investment data into marketing collateral, fund prospectuses/annual reports, customized client service materials and RFP/RFIs. Served as RS contact for the firmwide Global Investment Performance Standards (GIPS) verification project and collaborated closely with external verifiers and internal teammates.

Calculated performance data for mutual funds, collective funds and diversified investment fund productsDispersed performance reports to internal partners such as Product, Investments, Compliance, Marketing, Client Service and to external partners such as Morningstar, S&P and Lipper