Chris Irrera Email & Phone Number

Boston, Ma

Senior Vice President within the firm's Investor Relations group responsible for managing the Request for Proposal (RFP) process.· Have overall responsibility for preparing responses to new business proposals, due diligence questionnaires and various ad hoc requests from clients, prospects and consultants seeking information on the firm's investment products.· Work closely with senior investment professional and legal/compliance staff in crafting responses to complex requests.· Responsible for ensuring that the content of all RFP responses meets the firm's compliance standards.· Oversee the firm's efforts to populate various consultant and third-party databases with information on the firm's investment products.· Manage two additional professionals dedicated to the RFP/database process.Additional past responsibilities have included:· Manage the monthly/quarterly/annual reporting process for the firm's securities clients.· Edit narrative sections of client reports, working closely with Portfolio Management teams.· Responsible for tailoring the content of investor reports to the various performance benchmarks used by clients.· Manage the report production process from initial draft review to final signoff and distribution to clients.· Compose monthly and quarterly performance attribution commentary as requested by clients.· Proficient with attribution software (FactSet) which is used to run performance reports and a variety of portfolio-level data for clients and consultants.Awards· Thomas Eastman Award winner, December 2005. This award is presented to one employee every 12-18 months for outstanding service.

Managed investor communications efforts on behalf of major Wall Street investment firm client.· Managed investor and SEC (10-Q and 10-K) report production process from initial in-house production and subsequent client, legal and audit review to final stages of printing, mailing and EDGAR filing. Consistently met or exceeded deliverable date deadlines and performance standards established.· Acknowledged by management and client for providing superior service.· Supervised financial communications/investor reporting staff.

Wrote and edited annual and quarterly investor reports and prepared SEC filings for various investments managed by major Wall Street investment firm.· Served as primary contact for investors and financial consultants seeking updated investment performance related information.· Researched, analyzed and monitored trends in particular real estate markets and other industries in order to compose Market Update and Industry Overview segments of reports.· Interpreted financial statement data provided by Accounting Department and prepared the Management's Discussion and Analysis section of Form 10-Q and 10-K reports.· Served as a point of knowledge for SEC and prospectus compliance and reporting requirements for client and peers. Researched SEC regulations to ensure disclosure requirements were met.