Assistant Vice President
San Mateo, California, Us
(previously part of Citigroup Asset Management. Legg Mason acquired Citigroup Asset Management in December 2005.)Assistant Vice President, Manager, Global Performance Unit – Institutional Maintenance & Reporting (2004-2007)Supervised staff of analysts and executed the institutional processes for global affiliates. Performed audit and analysis of financial data into composite portfolio rates of return, while ensuring both integrity and accuracy. Applied Global Investment Performance Standards (GIPS) with regard to composite maintenance, reporting, assets and firm policy for both U.S. and Non-U.S. firms. Coordinated GIPS verifications with external auditors on behalf of the firm. Collaborated with internal auditors to ensure institutional processes were compliant with firm’s policies and procedures. Senior Performance Analyst, Global Performance Unit – Institutional Maintenance & Reporting (2001-2004)Performed audit and analysis of financial data into composite portfolio rates of return, while ensuring both integrity and accuracy. Applied GIPS with regard to composite maintenance, reporting, assets and firm policy.