Jeff Surface Email & Phone Number

San Francisco, Ca, Us

San Francisco Bay Area

:: Ad hoc performance measurement & analysis - Work directly with PMs and Analysts to uncover source(s) of active results- Attribution, decision & trade analysis, "What if?" projections, etc. - Build robust models with tools such as FactSet, Tableau, SQL, and python:: Product Manager for internal technology - Agile Owner for portfolio analytics engine as well as front-end application for data consumption- ex: turnover, overlapped holdings, exposures over time, results, AG-Grid, HighCharts - Determine product vision and maintain 24M roadmap- Highly collaborative with BSA and Engineering to hit aggressive targets

San Francisco, Ca

:: Player-Coach who leads a team of talented Specialists that support and implement FactSet’s industry leading portfolio & quantitative solutions throughout the west coast - Accountable for $30M in subscription value and customer success of >100 distinct clients - Responsible for recruiting, retaining, and performance for our San Francisco and Los Angeles locations :: Collaborate across departments from Sales and Strategy to Product Development and Engineering on ways to enhance our suite of applications and develop new ways to increase engagement and total enterprise ‘stickiness’:: Advise top-tier firms on their reporting and analytical workflows - Batched Reporting - Performance Attribution (Brinson, Risk (Factor based), Macro, or Custom) - Ex-Post vs. Ex-Ante analytics (Axioma, R-Squared, Barra, etc.)

San Francisco, Ca

:: Create, implement, and maintain investment reporting and monitoring processes for roughly 30 FactSet clients made of top global institutional and private managers supervising several hundred billion in assets under management:: Collaborate with important internal stakeholders on best ways to sell or support new and existing business::: Facilitate product demos and proof of concepts on how FactSet’s software could supplement or enhance prospect's existing investment and reporting strategy :: Train and support clients on FactSet’s Portfolio Manager suite, specifically how to run and interpret portfolio attribution, peer returns analytics, and client reporting solutions:: Reconcile and help collate external manager data into FactSet (Acct. systems, custodians)::: Maintain (and regularly troubleshoot) raw client data within FactSet; verify and ensure output matches book-of-record and ready for downstream investors

San Mateo

:: Supported largest regional book of business vs. peer group (~$10M in Revenue)::: Took responsibility on client support for hundreds of individual users and created actionable roadmaps for turning around inherited ‘troubled’ accounts and low usage users:: Took the lead on a multitude of key revenue generating projects as well as enhanced FactSet's perception and usage across the largest accounts in the region.:: Learned to take initiative and prioritize projects & responsibilities in the fast pace financial environment:: Mentored and helped lead new hires in their development and product knowledge