John Leavy Email & Phone Number

Cromwell, Ct, Us

Hartford, Connecticut, United States

• Managed and led projects involving portfolio accounting, performance measurement, analytics, data management, CRM, trading, billing and reporting systems at buy-side and sell-side companies. • Led change management initiatives for financial services companies' back and middle offices and oversaw performance and attribution, portfolio accounting, and data management implementation projects with various systems.

• Led a variety of client implementations and enterprise projects for global asset managers and government pension managers, including Vanguard, State Street Global Advisors, Mercer, the Florida State Board of Administration, and the Employees Retirement System of Texas.• Served as the client implementation lead and performance attribution subject matter expert responsible for leading the client solution design and conversion approach to an outsourcing platform.• Provided investment accounting, reference data, performance measurement, and attribution services.• Led a client engagement to transform a global operating model and data infrastructure to scale efficiently. with uncompromised quality to provide flexibility in client service.• Defined and executed a data distribution and delivery model to consolidate and centralize all ABOR Hub data onto Eagle Investment Systems Data Management.• Provided training to a government pension fund manager on Eagle Investment System Performance and attribution systems to resolve issues for an at-risk client account.• Served as a Project Manager and Performance, Attribution, and GIPS subject matter expert responsible for successfully implementing StatPro Composites (Confluence) for several thousand GIPS Composites.

• Managed seven departments across the company including Development, Business Analysis, Quality Assurance, Project Management, Finance, Legal and Facilities Management. • Ensured the success of client engagements, which included implementing reporting systems and building custom middle and back office solutions. • Oversaw financial reporting at the company level, legal review of all new clients, and continuously improving internal procedures.