Craig Horvath Email & Phone Number

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.

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.

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.

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.

Mba, Finance

Bs, Major - Finance, Minor - Accounting