Dennis Joe, Cfa Email & Phone Number

New York, NY, US

• Oversaw the performance reconciliation process for a technology-enabled service provider with clients such as single- and multi-family offices, investment advisers, and private trust companies
• Refined performance outlier program that identified portfolios and securities that performed materially different from their benchmark
• Coordinated with the Technology team by providing requirements for improvements in performance software and then testing the changes

• Supervised a team responsible for delivery of performance/risk and attribution reports to various areas in the bank, such as Portfolio Construction and Fixed Income Desks
• Evaluated portfolio characteristics such as investment objectives, benchmarks and client-imposed restrictions to facilitate discussions with Portfolio Management
• Implemented a customized Brinson attribution model for the Global Access Portfolios through the introduction of BISAM B-One
• Managed the outsourcing of performance reporting for the Hedge Fund Advisory program to Harmonic Fund Services
• Collaborated with Risk Management team to implement a Risk and Control Self Assessment program to map areas of high risk, ensure regulatory compliance, and reduce risk exposure

• Developed a business plan for a rapidly growing personal care company to enable management to focus on areas of growth
• Built financial model to analyze expenses and forecast growth for use in presentation to potential investors
• Managed expense projections and made recommendations for improvement saving the company thousands of dollars in the first quarter of rollout

• Performed analysis on retail and restaurant companies for a hedge fund and presented investment ideas to portfolio manager
• Oversaw the due diligence process by interviewing company management teams, analyzing financial filings, sell-side research, attending investment conferences and creating financial models
• Conducted channel checks across the country and evaluated consultant’s channel check research in order to improve estimates in financial models
• Managed a $5 million sub-portfolio using a value oriented approach

• Analyzed 14 companies in the restaurant industry for a small cap sell-side research firm and discussed assessment of companies and sector with institutional clients and sales force
• Wrote research reports and monthly updates and created financial models to give guidance to clients on restaurant industry
• Reviewed trade publications and financial filings and interviewed company management teams to formulate investment thesis on stocks

• Supervised a team responsible for reconciling financial data to calculate portfolio performance for Private Banking clients
• Implemented robust controls and exception reports to reduce the risk of distributing erroneous performance to prospective clients
• Calculated statistics and created reports for senior management to make informed business decisions

Mba, Finance

B.S., Statistics

Mechanical Engineering

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