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 satisfaction ratings.• 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.• Development of future state accounting/performance integration enhancements.

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, quality, and implementation. Achieved considerable success with client satisfaction, accuracy, and timeliness, while lowering costs by 35%.• 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 business processes to improve efficiency and accuracy, and increased client satisfaction to referenceable levels.• 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, timeliness, and client satisfaction, all while lowering FTE allocation.• 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 methodologies, and enhancement priorities. Partnered with technology to establish priorities, write system requirements, and ensure completion and accuracy of system enhancements. Coordinated the installation of new systems at client sites and provided application training.

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 relationships with correspondent banks.• 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.