Justin Smith Email & Phone Number

Phoenix, Arizona, United States

• Lead or directly contribute to CRIMS SaaS implementations, with a specialization in fixed income investing workflows • Analyze and evaluate business requirements while providing product expertise and guidance throughout the implementation project. Ensure Charles River solutions meet the customer’s business needs and that the customer is equipped to assume ownership and operate the solution after go-live.• Prepare and deliver product workflow demonstrations and solution presentations. Execute proof-of-concept projects, document workflows, and provide assistance to sales process

Santa Monica, Ca And Broomfield, Co

Managed strategic relationships with Asset Management institutions in North America. Provide Portfolio Analysis, Attribution Analysis, Risk Management Reporting for Fixed Income, Equity and other asset classes.• Dedicated book of 18 clients, approximately $1.8M ARR. Exceeded 95% revenue retention target each year, 4/5 over 100%• iQComposite Lead: Highest level of escalation for client’s composite reporting needs; Create report templates, build and audit composite construction, create specs for development team for new GIPS standards, automating report generation and export, etc• Special project: Power BI visualizations to modernize report output.• Beginning 2020, selected to lead focus on new business. Develop and nurture new leads, prospects, and opportunities and communicate with management via Salesforce dashboards.

Santa Monica, Ca & Jersey City, Nj

Subject matter expert for full suite of investment analytics solutions, with a focus on the Axiom fixed income and multi-asset risk analytics solution. Assist clients with implementation, use, interpretation, and troubleshooting of the reporting solutions, as well as identifying and resolving data issues or development needs.• Primary point of contact and operations for the largest enterprise relationship by supporting the client’s use of software for the preparation, generation, automation and audit of daily and monthly reporting for the multi-asset, multi-manager portfolios • Support clients with product expertise on GIPS composite performance reporting tool. Assist with training and ongoing service for composite construction and performance reporting, reconciliation, customization and automation for all GIPS compliant reporting needs

Santa Monica, Ca

• Communicate directly to provide support and resolve issues related to Performance Attribution, Multi-Factor Risk Analysis, Optimization, and Characteristics reporting across asset classes.• Detailed knowledge of equities and fixed income assets, including structured securities, and derivatives. • Provide accurate and timely monthly investment portfolio performance reporting, Reconcile data issues and validate levels of factor and specific risk, expected return, and tracking error.

Phoenix, Arizona Area

• Equity research - Conduct research on industries, individual equities, ETFs and other asset classes using both MSSB-published research and public domain resources to make recommendations for client portfolios• Support financial advisor - Monitor market movements on a daily basis to identify real-time trends and assist the senior financial advisor with ad-hoc requests, such as company profiles and market segment reports