Daniel Heeren, Cfa® Email & Phone Number

West Palm Beach, Fl, Us

West Palm Beach, Florida, United States

Responsible, with minimal oversight, for the audit and operations areas, in support of investment performance measurement and data distribution. I work with relevant partners to ensure the accuracy and timeliness of all information that is provided to both internal and external clients. •With minimal oversight, serve as the point of contact on specific Asset Management product offerings. I provide guidance on compliance with the GIPS Standards, serving as point person on the implementation of the GIPS 2020 Standards. •Solid analytical and troubleshooting skills in the performance calculation and/or reporting process.•Assist with special projects and/or process improvement initiatives.•Identify improvements to existing processes to further gain operational efficiency and productivity.•Interface with portfolio managers, product and/or client servicing to understand servicing requirements.•Attends committee meetings or meetings with Sr. Management

West Palm Beach, Florida Area

Boca Raton, Florida

Leveraging almost 20 years of deep financial analysis expertise for two unique financial organizations and a CFA designation, I help investors measure performance (both absolute and relative at the money manager and account level) with a focus in portfolio management and investment strategy. Independent Portfolio Consultants, Inc. (IPC) is a financial advisory firm focused on high net worth individuals and Institutional clients. IPC analyses client investment needs to align them with the optimal money managers, taking an independent view on financial performance and reallocation. Responsible for IPC's Advisory area, managing over 1,300 client relationships to ensure accurate performance measurement, and client reporting. Analyzed performance for 25 SMA money managers and 30 UMA models, to ensure adherence to manager strategies, enabling IPC to minimize portfolio implementation risk and maintain client portfolio risk profiles and and ensure adherence to investment policy statement(IPS). Coordinated and hosted, new and existing money manager calls, to ensure adherence to strategy and to determine if new managers are suitable for the IPC platform. Managed 2 team members to ensure accurate daily reconciliation and exception management of client accounts versus custodian, security setup, cost basis reconciliation, and Global Wealth Platform portfolio accounting and reporting update and maintenance.

Boca Raton, Florida

Acted as Assistant to Operational Branch Manager, ensuring compliance for over 1,000 clients and $5B AUM.Interacted with asset management clients daily, answering their account and operational inquiriesReviewed managed accounts for trading strategies outside the scope of investment objective and risk tolerance

Boynton Beach, Florida

Bachelor Of Science, Economics, 3.8

Activities and Societies: Dean's List

Bachelor Of Science, Business Administration And Management, General, 3.85

Activities and Societies: Dean's List. Captain Cross Country Team.Courses: International Business, Finance, Strategy.

Education record