Paul Chamberlain Email & Phone Number

Wimbledon, United Kingdom

Responsible for setting up new client funds and benchmarks, reconciling data and returns on the Fixed Income performance and attribution system, sourcing and filling static data gaps, creating fund structures and reports and communicating with clients to resolve issues and queries. Responsible for testing new functionality in the Cloud system and suggesting changes so is easier to use. Also point of contact for any performance related questions both internally and externally.

Guildford, United Kingdom

Responsible for designing and building the firm’s performance analysis and reporting capability and producing regular and ad-hoc performance reports including attribution and contribution analysis and ex-post risk statistics for use both internally and externally. Also responsible for leading projects to build a funds database to store all funds static data, holdings and transactions information for use across the business as well as managing the project to bring in an online platform so that clients and IFAs can trade in our funds and receive relevant reporting more efficiently.

London, United Kingdom

I offer performance, business and data analysis services to investment banks, asset managers and pension providers. My last assignment was at Legal & General Investment Management as a Performance Data Analyst making sure all data fed into the performance system is correct and fixing any data issues that arise, testing any new functionality of the performance system and stream-lining the current processes. I was previously on assignment at Stonehage Fleming conducting an over-sight of their performance processes and calculation methodologies and recommending changes to be in line with GIPS standards. Before that I was at Insight Investment as a Performance Analyst in their alternative investments team. I calculated performance and risk data on a daily, weekly and monthly basis at asset, strategy and total fund level and reported on this to fund managers and clients.

London, United Kingdom

Responsible for investment risk communication data sourcing and reviewing and business process analysis as well as cleansing data required to populate company’s new funds database and being point of contact between the project team and the business.

London, United Kingdom

Responsible for reconciling, analysing (including attribution down to stock level) and reporting on all active equity funds the firm manages. Was also responsible for migrating the funds from Socrates to B-One and setting them up in the new system along with liaising with fund managers and client relationship executives to provide exactly the analysis and reports that they and their clients required. Also responsible for most of the ad-hoc requests in the team, this covered passive equity and fixed income as well as active equity funds. I was also the point of contact for more inexperienced analysts in the team that had queries or lack of knowledge in certain areas of performance measurement.

London, United Kingdom

Responsible for governing the fund range that firm offers to clients. That included making sure all fund aims, risk warnings and risk ratings were accurate and fund events managed correctly in the funds database. Also responsible for assessing any new funds were fit for purpose prior to launch. Project work to change risk rating calculation methodology from current internal tracking error method to the CESR methodology to be in line with the fund’s that firm invests in.

London, United Kingdom

Responsible for getting all the firm’s Ultra High Net Worth clients onto FactSet so that all performance reporting came from this system. This included setting up all funds, benchmarks and reporting templates along with loading and reconciling the data and producing the reports. In addition I was responsible for setting up benchmarks for other offices and producing the monthly performance reporting pack of all the pooled vehicles and composites.

London, United Kingdom

Responsible for making sure all literature (factsheets, brochures and other customer facing literature) was accurate and not misleading to clients and adhered to the TCF principles. Roles included recording breaches and operational risk issues and helping with solutions to these. There was also some project work and I helped with creating consistent and accurate factsheet templates and data across several platforms and also resolved data issues with their external performance system and factsheet providers.

London, United Kingdom

Role was largely project based as brought in Statpro as the firm's performance calculation and attribution system and I was responsible for the collation and sourcing of all data to load into this system along with all the fund, index and stock set-up within Statpro, reconciliation of this data and running the calculations and reports from it. This went live in March 2010 and Statpro is now used for all reporting and analysis. BAU duties included: calculating performance & attribution on a monthly basis for all LV segregated funds on spreadsheet as well as producing monthly and quarterly executive summary and board reports and ad-hoc reporting for marketing purposes.

London, United Kingdom

Duties included: reconciling firm’s performance data (both fund and benchmark) to that reported by the external fund managers the client is invested with. Cleaning accounting data to incorporate backdated trades etc prior to loading to the performance systems. Producing firm’s monthly, quarterly and annual client performance reports for individual portfolios and consolidated pension schemes. Reports included attribution at country and sector level and ex-post risk statistics. Also involved in project to migrate data to new performance platform.

Hildenborough, Kent

Duties included: organising daily work flow, liaising with fund managers and other departments to enable reporting deadlines to be met and using technical expertise to enhance current processes.Responsible for producing monthly, quarterly and ad-hoc reports for the firm's institutional defined benefit and defined contribution portfolios including quarterly attributions.

London, United Kingdom

Responsible for verifying performance data and reports for the fund accountants that had just been made responsible for the performance reporting during the first stage of the firm becoming an outsourcing company.

London, United Kingdom

Responsible for producing monthly, quarterly and ad-hoc reports – these included attribution for equity and balanced portfolios as well as calculating risk statistics and turnover information.I was also responsible for the proofing of work by the less experienced members of the team along with tutoring them in the basics of performance measurement.

London, United Kingdom

Acting Manager of team whilst Head of Performance was on maternity leave.Duties included: organising daily work flow, liaising with fund managers and other departments to enable reporting deadlines to be met and tutoring the less experienced team members.Responsible for producing monthly, quarterly and ad-hoc reports – these included attribution for equity and balanced portfolios and contribution analysis for hedge funds, total fund returns and risk statistics such as tracking errors and information ratios.Also started GIPS compliance process.

London, United Kingdom

Reporting of individual portfolio and total pension plan performance analysis to clients and external consultants on a monthly basis.Compiling more detailed quarterly report on spreadsheet.Liaising with fund managers to sign-off performance return and market value information.Liaising with internal fund accounting and pricing to resolve issues raised on sign-off.Presentation of performance data to pension fund board of trustees and investment professionals.Spreadsheet calculation of composite benchmarks, attribution and risk analysis.Resolution of portfolio or benchmark changes within the total pension plan and ad-hoc queries from the client or consultants.Also mentored two people in a similar way to below as there was a lot of growth in the department and several new starters.

London, United Kingdom

Provided statistical information to go into client quarterly, review and new business booklets. Also provided marketing with data for questionnaires and RFPs and any ad hoc requests from clients and consultants.This data included asset allocation of both portfolio and benchmark and attribution analysis by country, region and industry. Portfolio and benchmark returns were also provided along with risk statistics such as standard deviation, tracking error and beta. On occasion I also had to write both portfolio commentaries and market reviews.I was responsible for providing performance and stock holdings data to Frank Russell for inclusion in their investment universes and production of charts from their RPU system.I was also responsible for updating the CAPS AMI and Mercers consultant databases on a quarterly basis.My main project work was helping the company’s composite fund information become GIPS compliant.Also started procedures file for the department as they had no written procedures before I arrived.Gave presentations to other departments on how to interpret attribution analysis tables and how the data is calculated along with showing colleagues how to use new systems such as RPU and SIRA.Mentored two people within the department that were new to performance. This included teaching them performance measurement theory and systems as well as allocating and checking their work.

London, United Kingdom

Many of the previous functions which pertain to business managed in London and the rest of Europe, as well as liaising more with the heads of these units and client services to streamline and make more efficient the reporting processes for their portfolios and benchmarks.I had two people working for me doing data preparation and reporting. I was also responsible for looking after the running of the whole department (eight people) when the manager was away.This included making sure monthly deadlines were met by each team member along with allocating ad hoc work across the team and looking into any problems that team members may have encountered.

London, United Kingdom

Collection of market and total fund data both electronically (via the Internet, Sprintmail and their network system) and in hard copy.Management of their performance database including setting up new funds and benchmarks and also general housekeeping. Reporting total fund and benchmark performance to all units worldwide on a monthly basis. Fund reports at country and asset level including attribution analysis and asset weight breakdowns for developed and emerging market funds to fund managers.Creation of composite funds (for marketing purposes) and benchmarks.It was also my responsibility to make sure their quarterly reporting package on composite fund performance was AIMR compliant and that it was sent out to the appropriate external consultants for use in universe comparisons.I also became more involved in project and system development work and this meant greater contact with heads of units globally and problem solving for them.