Suzanne Dickson Email & Phone Number

Atlanta

Atlanta, Georgia, United States

Manage a global data team of 15 sitting across U.S., U.K. and India. We deliver timely product information on our 300+ global strategies to market competitively in consultant databases, RFPs and client deliverables.

Atlanta, Ga

- Design and produce quarterly performance measurement and evaluation reports, manager search studies and research projects for clients.- Research and report investment results, portfolio holdings and changes in investment strategies to clients.- Interact directly with plan sponsors, custodians and investment managers to ensure accurate reporting.

Atlanta, Ga

Client Service Associate, 5/02 - 2/05- Implemented trades for Multiflex accounts utilizing over 20 different investment products.- Customized reporting from various worldwide investment strategies. Performance Analyst, 5/00 -5/02-Responsible for accurate performance transition to new accounting software for over 300 portfolios.- Served as quality controller by researching and resolving performance issues using AMIR standards.- Calculated and reported monthly investment style composites to management.Portfolio Administrator, 6/97 - 5/00- Produced monthly and quarterly performance measurement reports.- Created and ran detailed excel spreadsheets for trading portfolios and measuring performance against various benchmarks.- Oversaw daily cash positions, asset holdings and trade settlements and corresponded information to custodians, auditors and consultants.