Eric Crocker, Cfa Email & Phone Number

United Kingdom

United Kingdom

Hong Kong Sar

Boston, Massachusetts, United States

Greater Boston Area

Boston, Massachusetts

Boston, Massachusetts, United States

As a Senior Financial Analyst, I was responsible for overseeing the monthly revenue reallocation process and reporting of revenue and incentive compensation for Global Equity, Fixed Income, and Asset Allocation Portfolio Managers. Additional accomplishments and responsibilities included:- Develop key reports and analysis for senior management in various areas of the firm, including for the Managing Partners, Global Equity Portfolio Management, Fixed Income Portfolio Management, and the non-US offices.- Analyze historical data to identify trends relating to globalization, client metrics, and net client growth.- Manage the current migration of year-end incentive compensation reports from Access to an Oracle environment.- Educate team members and constituents across the firm pertaining to our complex data structure.- Improve efficiency and work flow of existing processes.- Work with IT to build an Oracle based incentive compensation forecast module by providing business requirements and testing support.

Boston, Massachusetts, United States

My primary responsibilities as a Staff Financial Analyst were focused on the reporting and analysis of revenue and incentive compensation information of Global Equity Portfolio Managers, specifically:- Collaborate with business managers across the firm to incorporate fee agreements and new products into an intricate systems database to allocate, store, and report detailed revenue and other attributes on a monthly basis.- Create complex Access queries and Crystal Reports, utilizing performance and revenue information, to forecast investor incentive compensation.- Analyze historical data to identify trends relating to globalization, client metrics, and net client growth.- Design and construct over 30 value-add Crystal Reports for management; including, Board Reports for non-US entities, Bonus and Incentive Earner Summary Reports, and GEPM Manager Book of Business Reports.

Boston, Massachusetts, United States

In addition to monitoring the daily and monthly reports of seven clients, including the top grossing client, I assisted management in more in depth aspects of securities lending including:- Performing in-depth Securities Lending program analysis, utilizing Microsoft Excel functions including pivot tables, macros, and V-Lookup/H-Lookup functions.- Creating quarterly client performance review presentations utilizing Excel and PowerPoint; including data analysis, comprehensive tables, and complex charting/graphing.- Assisting in the completion of RFPs for new and prospective client mandates.- Researching and analyzing over 15 prospective clients totaling over 200 underlying funds.- Working closely with management and IT to restructure and streamline the reporting process.- Effectively training two incoming co-op students on Securities Lending and the client reporting process.- Sending all daily performance reports to their respective clients in a timely fashion.

Boston, Massachusetts, United States

I was responsible for monitoring the securities lending program for our clients on a daily and monthly basis ensuring the appropriate requirements and constraints were being met. I assisted with the implementation of two new complex clients by reviewing securities lending parameters and contracts. I frequently queried and analyzed large amounts of data for client requests and critical presentations.

Boston, Massachusetts, United States

I had the opportunity to return to Wellington to work part time following my first co-op. In this role I assisted with ad hoc requests and data validation to facilitate the outsourcing of the reconciliation process. I also evaluated the existing procedures for the reconciliation co-op and created a consolidated manual for all of the processes and responsibilities.

Boston, Massachusetts, United States

As a reconciliation specialist my primary responsibilities were to provide timely and accurate account reconciliation reports for administrators when requested. I was responsible for downloading bank holdings on a weekly basis and validating the information and distributing the weekly holdings report. Additionally, I had the opportunity work on a new Foreign Account Opening Process through creating a number of MS-Access forms, queries, and reports. I also had the challenge of fulfilling my manager's role in the reconciliation process during an extended absence.