Craig Horvath

Craig Horvath Email and Phone Number

Expert Consulting Services for the Investment Management Industry @ Performance Measurement Solutions
Craig Horvath's Location
Chicago, Illinois, United States, United States
Craig Horvath's Contact Details

Craig Horvath personal email

n/a
About Craig Horvath

My name is Craig Horvath, and I am the Principal Consultant at Performance Measurement Solutions. The proper implementation of your Firm’s Operational functions and processes has a direct impact on your Firm’s performance results. Recognizing the importance of the end result, but also the process of how you get to that result is as equally important.As an independent contractor, Performance Measurement Solutions can assist with you with business improvement projects that need a dedicated resource.Performance Measurement Solutions offers a variety of Expert Consulting Services for the Investment Management Industry:GIPS ImplementationPerformance MeasurementInvestment Data MigrationProject Management Operations SpecialistBusiness AnalystIf I can be of any assistance to your Firm, I am open to a discussion at your convenience.Sincerely,Craig Horvath, CIPM, CAPM

Craig Horvath's Current Company Details
Performance Measurement Solutions

Performance Measurement Solutions

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Expert Consulting Services for the Investment Management Industry
Craig Horvath Work Experience Details
  • Performance Measurement Solutions
    Principal Consultant
    Performance Measurement Solutions Dec 2010 - Present
    Chicago, Il, Us
    GIPS Implementation - Expert knowledge of the GIPS© Standards, providing a framework for firms to navigating the GIPS compliance process.Operations Specialist - Strong understanding of the operational processes surrounding all aspects of the investment management firm structure, creating efficiencies in workflow processes throughout the firm.Business Analyst - Initiated efforts to increase overall operational efficiencies with respect to the operational activities of a firm through intensive business analysis processes.Data Migration - 25 years of experience working with over a dozen portfolio accounting, CRM, performance, and composite management platforms with experience with portfolio accounting system conversions and new software integrations.Project Management - Ability to project lead on short, as well as long-term Agile-based projects that require organized and detailed interdepartmental communications across all aspects of a firm. Performance Measurement - Provide operational assistance as it relates to all aspects of the performance measurement process encompassing all facets of individual account & composite performance returns.
  • Ariel Investments
    Performance Manager / Operations Specialist
    Ariel Investments Jun 2006 - Feb 2010
    Chicago, Illinois, Us
    Interfaced between the Marketing, Operations, Technology, Legal and Compliance teams to achieve the proper configuration of investment software applications for effective data distribution & firm-wide reporting techniques.Initiated efforts to revamp operational processes promoting continuous operational efficiency and reporting techniques.Managed portfolio accounting system data integrity as it related to individual/composite performance & oversaw the annual GIPS firmwide verification.Developed/updated/outlined all policies and procedures for all operational and performance-related processes.
  • Managers Investment Group
    Operations Specialist / Performance Analyst
    Managers Investment Group Sep 2000 - May 2006
    Stamford, Connecticut, Us
    Responsible for the collection, internal maintenance, and external dissemination of all intra-company investment product data for over 25 existing relationships.Managed the daily reconciliation process for over 5000 wrap accounts on multiple external sponsor platforms.Responsible for limited trading and billing activities which included investing new accounts, portfolio rebalancing and continual investment account maintenance, as well as processing all invoices for High Net Worth and Institutional clients.Initiated new software products to enhance existing offerings while continuously reporting to senior management the progress and status of the overall implementation.
  • Wachovia Securities Holdings Llc
    Supervisor / Performance Analyst
    Wachovia Securities Holdings Llc Aug 1995 - Sep 2000
    Managed six Performance Group team members who were responsible for all data integrity issues while providing performance support to a sales force of more than 1300 investment consultants.Oversaw the quarterly reporting process for 15,000 performance reports to both internal consultants and external clients.Educated Performance Group team members on various computer applications, reporting techniques, and software updates, while updating existing policies and procures to ensure adherence to documented guidelines.Liaison between 3rd party services and outside custodians, advisors and/or internal staff to resolve reconciliation issues regarding processing of new accounts, transfers, cash management and all other account-related inquiries.

Craig Horvath Skills

Zephyr Style Advisor Trading Analysis Blackrock Aladdin Sage Investments Equities Asset Management Apx Securities Mutual Funds Citidirect Junxure Hedge Funds Alternative Investments Investment Management Asset Allocation Financial Services Consulting Fiserv Apl Factset Program Management Gips Compliance Employee Training Advent Apx Archway Atweb Caps Russell Mellon Rpu Saleslogix Schwab Portfolio Center Back Office

Craig Horvath Education Details

  • Northern Illinois University
    Northern Illinois University
    Finance
  • Illinois State University
    Illinois State University
    Minor - Accounting

Frequently Asked Questions about Craig Horvath

What company does Craig Horvath work for?

Craig Horvath works for Performance Measurement Solutions

What is Craig Horvath's role at the current company?

Craig Horvath's current role is Expert Consulting Services for the Investment Management Industry.

What is Craig Horvath's email address?

Craig Horvath's email address is cr****@****ath.com

What is Craig Horvath's direct phone number?

Craig Horvath's direct phone number is +177323*****

What schools did Craig Horvath attend?

Craig Horvath attended Northern Illinois University, Illinois State University.

What are some of Craig Horvath's interests?

Craig Horvath has interest in Kids, Cooking, Exercise, Investing, Outdoors, Electronics, Home Improvement, Reading, Music, Sports.

What skills is Craig Horvath known for?

Craig Horvath has skills like Zephyr Style Advisor, Trading, Analysis, Blackrock Aladdin, Sage, Investments, Equities, Asset Management, Apx, Securities, Mutual Funds, Citidirect.

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