Nina Niu, Cfa Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

• Work with cross-functional teams translating business requirement into system interface specifications, logical and physical data modeling, create documentation for request, and work with developers on prototypes.
• Gather stakeholder feedback and take subsequent responsibility for solution delivery as well as post-golive solution ownership and end user support.
• Work closely with end users to proactively address data, workflow and reporting request.
• Enhance and support data collection and reporting workflow.
• Assist with developing new workflows or modifying existing workflows to meet business requirements.
• Develop Performance Attribution and Contribution reports for various groups using the Vermilion Reporting Suites and SQL Stored procedures.

• Ensured the calculation and presentation of performance results are prepared in an accurate and timely manner.
• Provided and distributed comprehensive monthly and quarterly performance reports for over 300 portfolios with $80 Billion assets.
• Reviewed and verified all client returns with benchmarks and documenting significant variances from preliminary to final reports for distribution to internal users.
• Reviewed and analyzed all client returns for preparation of special reports, studies and questionnaires.
• Assisted in the calculation of all Composites.
• Worked closely with GCLP’s Client Service and Marketing Departments to fulfill their specific needs.

• Produced equity, fixed income, and asset allocation attributions, and provided detailed analyses of results.
• Drafted quarterly commentaries for fund managers and prepared peer group charts.
• Ensured portfolio returns were accurate and performance reporting deadlines were met for the team.
• Prepared the detailed implementation maps to ensure the new investment strategies were executed as planned.
• Ensured any issues arising from the reconciliation processes were either resolved or escalated as required.
• Analyzed reporting processes to identify issues and inefficiencies; recommended and implemented continuous improvements to the efficiency, timing and reliability of reporting processes.

• Ensured that data for the performance measurement system was collected, input, balanced and reconciled in an efficient manner; followed up on discrepancies and resolves discrepancies.
• Provided comprehensive quarterly performance reports, conducted analysis on micro performance attribution and identified contributing factors for value-added returns.

Master Of Science (Msc), Finance And Investment

Bachelor Of Science (B.Sc.), Mathematics