Kevin Nickerson Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Boston

-Provided performance reporting including attribution, risk overlay, characteristics, and custom benchmark calculations-Created and maintained a custom tolerance and check proof with over 200 separate checks that required minimal interaction to quickly identify errors on a large, high-risk manual client-Maintained over 60 custom spreadsheets and reports.

Boston

-Primary performance contact for 11 clients, responsible for reviewing performance, creating reports, managing client needs and expectations, and directing all performance decisions-Create custom excel reports for a large client conversion, ensuring the information is accurate along with streamlining the process for minimalizing risk-Meet with clients to.

-Manage a team of four performance analysts handling the active developed and active emerging international equity, tax efficient market capture, and ETF asset classes.-Ensure accurate and timely performance and attribution reporting of over 300 portfolios.-Main global resource for all inquiries regarding the performance tracking database.-Maintain correct.

-Calculate and report performance and attribution information for over 50 clients.-Assist and train other group members.-Interact with portfolio managers, accounting, client reporting, and other global offices.

-Audited and verified acounting information to create performance returns for clients.-Issued performance reports and maintained client relationships.-Traveled to India to train and assist new analysts and support globalization efforts. -Handled client inquiries, requests, and special projects on a daily basis.

-Supervised and assisted a team of four fund accountants with daily tasks and problem resolution.-Calculated daily income, expenses, and prices for four to six mutual funds.-Ensured accurate reporting for NASDAQ and clients.-Produced and verified daily financial statements.