Erik Pulsifer Email & Phone Number

Weston, MA

State Street Investment Analytics

• Served as Vice President and Team Lead, managing a global performance group and client relationships for 50+ Asset Manager, Corporate, Endowment, Public Fund, and Foundation clients, achieving the highest client.
• Successfully led large-scale, complex conversions for Asset Manager client to third party performance system and client warehouse integration.
• Manage integration of State Street’s performance system with third party trade order management systems and security master files.
• Own all aspects of external Asset Manager performance and attribution reporting for portfolio managers, marketing, and end clients as well as support GIPS verifications.
• Negotiate and implement client service agreements and contracts.
• Develop cross-sell opportunities by recognizing client needs and providing product demonstrations of State Street’s suite of performance and attribution products.

Boston, Massachusetts

• Held several roles during this period as a go-to department leader when new business models required startup or when critical projects needed solid leadership to drive to completion.
• Spearheaded creation of an innovative business model to service mid-tier client base with a new performance system and service model. Defined strategy across all core business functions including product development.
• Tapped to turn around a faltering Alternative Investment Performance Group for large corporate pension funds’ Alternative Asset allocation. Successfully established critical operating principles, reorganized several.
• Selected as the first leader of a new performance group servicing client relationships for 100 corporate, endowment, public fund, and foundation pension fund clients, achieving a high degree of success with accuracy.
• Created and implemented large-scale project plans for a group of 15 client firms for their conversion to State Street’s proprietary systems. Built consensus among firms’ principals for new reporting, calculation.

Quincy, Massachusetts

• Led a performance reporting team for a large number of major pension fund sponsor relationships. Prepared Quarterly Board Reporting performance packages for several large corporate and public pension fund sponsors.
• Drove the development of Y2K and Euro conversion testing plans, system requirements, and business continuity.
• Developed and guided staff in performance measurement principals and applications.

Quincy, Massachusetts

• Produced research data on emerging markets with respect to currency exchange regulations, convertibility, and operating environment. Opened accounts on behalf of State Street’s treasury sites worldwide and managed the.
• Established and implemented operating environment processes and procedures pertaining to new multi-currency investment product for institutional investors.
• Tracked and analyzed daily market conditions and trends that affected the settlement of securities and foreign exchange trades.