Joseph Marsh, Cfa Email & Phone Number

Weston, MA

Responsible for the vision, requirements, and delivery of features for our portfolio reporting platform, with a focus on investment-related reporting. Performs competitive analysis and listens to client needs in helping to shape the direction of the platform. Works with other teams in cross-platform projects for the benefit of the platform as a whole. Acts.

Waltham, Massachusetts, United States

Continued to manage a team of performance analysts and reporting experts. Continued to oversee the production of quarterly performance reports. Expanded the reporting subject matter expert role, joining the reports scrum team in all scrum ceremonies, expanding and prioritizing the backlog based on client needs and gaps in the platform.

Waltham, Massachusetts, United States

Managed a team of performance analysts and reporting experts. The team was responsible for analyzing and explaining performance returns and answering escalated report questions from advisors on an in-house reporting platform. Helped drive the design and implementation of an in-house reporting platform including new quarterly performance reports and a new.

Waltham, Massachusetts, United States

Managed a team that was responsible for daily reconciliation of investment accounts in a purchased portfolio reporting application. This included making escalated decisions about pricing, corporate actions, and complicated transactional situations. Also continued to manage the quarterly performance reporting process during this time.

Waltham, Massachusetts, United States

Managed the company’s quarterly performance reporting process, which started as a highly fragmented and manual process and eventually evolved into a highly automated process. Was responsible for meeting quarterly deadlines, managing vendor relationships, and educating users about statement content and statement setup.

Newton, MA

Was a licensed assistant to an independent financial advisor. Researched investments, entered trades and answered questions from clients about their investment portfolios.

Springfield, NJ

Performed daily entry of equity and futures trades into a portfolio accounting system and reconciled such accounts versus position files. Graduated to entering equity and futures trades as directed by portfolio managers. Performed equity research and pitched ideas to portfolio managers for their consideration.