Brian Lieber Email & Phone Number

New York, New York, US

New York, NY, US

• Maintained the bank’s asset liability model, calculated the results of economic value of equity and net interest income, analyzed thebank’s current balance sheet positioning and forecasted positioning, income, and.
• Prepared presentations for the monthly Asset-Liability Committee Meetings by turning raw data into digestible and visually appealinginformation and developed more efficient processes, which reduced the standard monthly.
• Utilized third-party vendors (S&P Capital IQ, Bloomberg Terminal), company databases, and data visualization tools (Qlik Sense,Power BI) to perform consistent analysis on the bank’s balance sheet
• Completed ad hoc projects as requested by the bank’s Treasurer and CFO

New York, NY, US

• Promoted to consultant role following the merger of Caissa and MSCI
• Completed the onboarding of 15+ clients, from conducting the initial meeting through handoff to the firm’s maintenance team
• . Conducted weekly calls with clients to provide updates on their implementation to the Investment Analytics Platform, provided feedback on their data, and discussed deliverables and customization features
• Reviewed large sets of raw investment data received in various formats and transformed it from static reports to dynamically available data on the Platform
• Reconciled historical fund-level market values, transactions, and returns against client’s performance provider
• Analyzed and researched both private and public holdings to derive client’s geographic and sector exposure

• Used proprietary tools to manipulate and migrate investment data into the Platform
• Analyzed investment transactions, as well as monthly/quarterly fund-level accounting packages and quarterly fund-level financial statements
• Supported clients as the "Client Champion" for over five organizations with cumulative assets over $25 billion including ad hoc requests, data maintenance of current reporting and accounting valuations, and customized.