Deborah Bowe Email & Phone Number

Columbus, Ohio Area

Columbus, Ohio Area

Gathered, analyzed, and interpreted data from numerous sources to construct and maintain strategy-based grouping. Ensured firm’s adherence to industry standards. Reported performance results for use in presentations and marketing.• Organized and maintained 70 strategy-based grouping of accounts (composites) comprised of approximately 740 fixed income separately managed accounts and mutual funds with assets under management in the billions.• Decided and assigned accounts to the appropriate strategy grouping by analyzing investment guidelines including investment mandate, benchmark, and Client customization.• Verified and disseminated strategy-based returns and statistics used to attract prospective Clients and retain current Clients.• Supported Portfolio Managers by researching performance inquiries, ad hoc reports, and account and composite return reports.• Analyzed strategy dispersion and reported results and conclusions to Portfolio Manager.• Created compliant presentations used in institutional sales pitch books.• Reduced risk and increased efficiencies by converting processes from a manual Excel spreadsheet to a Performance System.• Interviewed potential Applicants and trained new Employees.

Columbus, Ohio Area

Created customized presentation materials for Relationship Manager’s Client presentations. Responsible for creating Client presentation materials to retain Clients and attract additional investments.• Audited and analyzed investment performance including research potentially skewed returns and accounting irregularities.• Conducted attribution analysis, analyzed portfolio characteristics, audited account transactions, and asset pricing.• Prepared detailed written commentary on Client investment performance; analyzed and discussed the effect market conditions, asset allocation, and holdings had on portfolio returns.• Collaborated with Relationship Managers to meet Client specific reporting requirements.• Interviewed potential Applicants and trained new Employees.• Passed Series 65 Exam.

Columbus, Ohio Area

Audited account portfolios to confirm accuracy of information. Researched and corrected accounting inconsistencies; such as buy and sell transactions, month end pricing; recalculated income accruals, and analyzed transaction codes to ensure correct placement on the IRS Form 5500.• Created specialized reporting tailored to meet the requirements of employee benefit plan Clients.• Interacted with demanding Relationship Managers who required quick turnaround.• Produced 80 monthly EBR statements including Master Trust accounts.• Performed master trusts valuations by pro-rationed contributions, distributions, and expenses between accounts using unitized accounting.• Consistently met deadlines for accurate and timely account processing and report generation.• Trained new Employees regarding correct Department processes and procedures.

Columbus, Ohio Area

Calculated daily net asset values and income factors, which included determining proper accruals, as well as reviewing pricing, corporate actions, and trade activity. Distributed timely and accurate fund information to NASDAQ and external reporting agencies.• Primary point of contact for AmSouth Investment Advisors, Custodian, and internal Departments.• Communicated accurate daily shareholder activity and cash position to Investment Manager.• Interacted with Investment Advisor and Custodian to resolve errors and issues.• Provided guidance and problem solving assistance to Team Members.