Marcella Belsan, Cfa Email & Phone Number

Investment operations professional, with a track record of leading transformative projects that create efficiencies and reduce risk. Seasoned performance and benchmarks subject matter expert, with a history of influencing change that reduces risk and maximizes return on investment (ROI). Widely-respected relationship builder and mentor, skilled at developing diverse teams of experts into the next generation of strategic leaders, while fostering a culture of inclusion, trust, and accountability in the context of detail-driven operational improvements.Key Accomplishments:• As Managing Director, Director of Infrastructure Program Strategy: Leading a large-scale, cross-functional program to redesign the firm’s investment book of record (IBOR) system, in collaboration with stakeholders in investment technology and business partners • Performance, Attribution, Benchmarks, & Global Investment Performance Standards (GIPS) Expertise: Serve as a subject matter expert for internal stakeholders and working groups, our clients, and external industry peer groups; interpret and apply CFA Institute GIPS guidance to ensure compliance in firm-wide operations, composite construction, and marketing materials.• As Senior Manager, Performance & Composite Services: Identified and remediated control gaps in service levels to manage financial, regulatory, and reputational risk• Performance and benchmark system redesign: Led a multi-year redesign of the daily performance and benchmark systems; documented business requirements, executed an RFP with external consultants, and implemented new systems that increase accuracy and reduce risk, while collaborating with IT and stakeholders on the day-to-day operations of the performance and benchmark functions

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  University Of Massachusetts, Amherst

  Political Science