Ed Graziano Email & Phone Number

Waltham, Massachusetts, United States

Boston, Ma

Delivered time sensitive performance data for internal and external clients and business partners; calculated and delivered daily and monthly performance data to Portfolio Managers for both Global and Domestic Equity Strategies.Review Equity Attribution and work with team to improve data quality.Created and maintained GIPS footnotes and distribution as requested.

Boston, Ma

Prepared standard and ad-hoc performance reports on a daily/weekly/monthly basis that support investment management, sales and marketing publications, website, shareholder and internal reports.Ensured validity of underlying data utilized by performance systems for purposes of calculating total return by monitoring data feeds received from external accounting systems.

· Prepared and delivered high quality investment reports for an assigned group of clients.· Reviewed and evaluated client report requests to determine appropriateness, availability and sources of data needs. · Ensured all reporting requests fell within compliance guidelines.· Collaborated with Relationship Management and Client Service teams daily to fulfill client requests.· Completed client review books for desktop publishing team for client presentations.· Prepared written procedures and checklists for assigned clients.

· Managed all PPS separate account performance reporting.· Maintained daily sales database detailing for all new accounts and sponsors.· Communicated daily with PPS trading and Reconciliation teams with model portfolio weighting disparities to resolve account discrepancies.· Updated security restriction categories within Security APL trading system.· Notified Compliance daily for specific sponsor details regarding portfolio restrictions.

· Effectively managed a staff of six trade settlement representatives and a supervisor.· Developed and monitored workflow and assured procedures were followed consistently.· Implemented Electronic Trade Conformation process for equity settlements.· Evaluated employee performance and designed development plans as necessary.· Ensured effective and consistent communication between Investment Operations Division and clients.· Monitored all Prime Brokerage accounts daily with staff and Custodian Bank.

· Hired, trained and managed eight sell desk representatives.· Monitored workflow on a daily basis to ensure distribution and completion of work.· Ensured all domestic lending securities were settled in a timely manner.· Represented Global Securities Lending to internal and external clients.· Purchased domestic securities on the open market as needed per loan default.

Bachelor'S Degree, Business Administration And Management, General

Graduate Course Work In Financial Economics