John Imbriale Email & Phone Number

New York, Ny, Us

Transitioning the in-house GIPS compliant process and reporting to an outsourced vendor service model.

Managed the business for the proprietor on a daily basis.

San Mateo, California, Us

Senior Manager – Global Performance Analytics & Risk 3/05 – 5/19Guided a team of eight performance analysts and three composite analysts in multiple locations for the analysis and publication of financial performance for $650B in institutional (INSTL) and high-net-worth (HNW) business across three entities (Franklin, Templeton, Fiduciary Trust). Owned workflow processes, performance measurement training, and analytical consulting services for both internal and external clients.• Implemented several investment performance applications as business project manager.• Eliminated false-positive alerts in the exception processing workflow, freeing up analyst time to work on value-added services (including attribution and commentary).• Spearheaded the generation of cleaner, more accurate data and significantly reduced time spent scrubbing data by launching a firm wide training initiative on performance and risk analysis.• Transformed and maintained the marketing composites for GIPS compliance.• Monitored third party risk for performance measurement and risk vendor applications.• Designed and implemented specific performance reports for utilization by senior management for the compensation of portfolio managers.

New York, Ny, Us

Vice President – Global Performance Analytics & Risk 3/04 – 3/05Led a team of three performance analysts responsible for publishing fixed income data for clients and the firm’s website. Responsible for fixed income attribution, risk analysis and portfolio characteristics for separately managed accounts /mutual funds. Overlooked the firm’s marketing composites for GIPS compliance and the verification process.• Transformed all fixed income accounts from the legacy system to the firms existing platform.• Documented workflows for the fixed income risk and attribution models.

New York, New York, Us

Vice President – GSAM Risk and Performance Analytics 9/99 – 3/04Started up the Performance Measurement and Risk Analysis Group within the Investment Management Division private wealth management. Negotiated the hire of six analyst responsible for reporting performance data and risk statistics for client portfolios.• Launched a comprehensive performance/risk training session for clients, portfolio managers and advisory/discretionary sales teams.• Led the implementation process for a proprietary performance application.• Developed asset allocation and composite research reports to determine the contribution of return attributed to a composite.• Redesigned a Web based performance research tool which reduced the time to research monthly breaks by five business days.