John Dore Email & Phone Number

Boston, Massachusetts

Selected to manage and integrate Factset Research System into operations; collaborated with portfolio managers, marketing professionals and compliance departments to develop reporting and research. •Produced customized attribution reports for portfolio managers and research analysts to review their benchmark-relative performance on a daily basis in order to quickly identify winners and losers categorized by various metrics •Analyzed product data and portfolio information precisely and thoroughly to help improve portfolio management process•Monitored weekly and monthly risk levels for compliance department and portfolio managers to ensure that specific client risk guidelines were not breeched

Traded international and global equity portfolio assets managed in both Boston and London in co-ordination with head trader. Traded for 7 portfolio managers and for over 75 separate portfolios whose investment style included long-only and hedge funds in various global markets using Bloomberg Professional system. Traded all firm assets, reaching a peak of nearly $20 billion•Traded international equities as well as some domestic equities and all related foreign exchange for those securities which would settle in local currencies with all major sell-side brokers•Executed currency hedge trades, index futures and equity short sales while also securing borrowed positions from a stock-lending source•Produced program trades to accurately implement cash when a client was funding with initial or additional cash or when a transition of assets was requested by a client

Worked in back-office operations for large index equity portfolio group