Evan Mcgee Email & Phone Number

New York, New York, United States

New York, New York

• Manage performance analyst team in the compilation and analysis of bond, leveraged loan, and convertible bond attribution.
• Analyze daily and periodic performance for multiple asset classes against respective benchmarks and report to research and portfolio management teams in morning investment meetings.
• Identify data imprecisions and coordinate resolutions with IT and development teams.
• Engineer databases and spreadsheets to streamline firm-wide data access and reduce inefficiencies.
• Lead monthly strategy and attribution meeting for portfolio managers, marketing team, and CIO.
• Liaise with marketing team providing market and portfolio data for RFPs & RFIs.

Stamford, CT

• Analyzed periodic and ad hoc attribution reports for bond, convertible bond, and leveraged loan portfolios.
• Worked closely with CIO on composition of monthly client-facing newsletters.
• Provided market statistics and attribution data to marketing and portfolio administration teams for the fulfillment of bespoke and recurring client requests.
• Compiled attribution and statistical data for investment team strategy and attribution meetings.

New York, NY

• Compiled daily P&L reports for all portfolios across multiple asset classes.
• Engineered portfolio dashboard reports, acting as a central access point for all commonly requested portfolio data.
• Ad hoc internal reporting for portfolio managers and CIO data requests.
• Coordinated responses from portfolio managers and worked with client custodians in the processing and tracking of corporate actions.

New York, NY

• Compiled daily and weekly report packages for portfolio managers.
• Tracked and maintained trade confirmation records for all transactions across the firm.
• Published daily cross-reference of firm holdings for portfolio managers.
• Confirmed daily trades with sell-side brokers to ensure trade integrity.