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 risk, and presented results• 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 preparation by 5 days• 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 the platform's functionalities to support client-specific use cases