Eric Vega Email & Phone Number

Greater New York City Area

• Created monthly reporting on Global Industry mutual fund and ETF trends for clients using proprietary Simfund database. Global coverage includes $40 trillion in assets across nearly 50 domiciles in Asia, Europe, Latin.
• Responsible for streamlining existing industry reporting based on client and internal feedback.
• Collaborated closely with research division to create new reporting leveraging internal dataset to highlight important trends within niche segments; ETFs, Crossborder trends, Fund of Fund activity.
• Maintained relationships with firms reporting confidential crossborder data; Responsible for maintaining dataset and working with clients and working with contributing firms to improve quality of data.
• Managed a team of 3 analysts that are responsible for reviewing data received from third party vendors. Responsible for overseeing their workflow and producing reporting for team to monitor quality of data. These.
• Responsible for monthly release of Global dataset within Simfund.

• Produced Europe and Global FlowWatch reports to provide snapshots of investor demand in Europe and the broader Global mutual fund industry.
• Created the Asia Cross-border & Local Snapshot: a monthly publication which highlighted Local and Cross-Border mutual fund activity in the Asia Pacific region.
• Created presentations for executive and client use that would provide a global/regional overview of trends in the mutual fund industry (e.g. best-selling asset classes, strategies, funds).
• Contributed to quarterly research reports such as New Funds in Global Markets and Global Fund Insights.

• Researched reports, industry news, investor documents, third party databases and contacted asset managers in order to identify new fund launches, confirm fund objectives/strategies and verify fund AUM figures.
• Played a key role in the development of SIMFUND’s Fundamental Index Fund universe by researching and identifying funds.
• Maintained and updated the database’s universe of specialized fund strategies such as, Fundamental Index, Index, ETFs, and Senior Loan funds.

• Published reports detailing quarter-end holdings of well performing hedge fund managers, as reported in their periodical Form 13F releases.
• Maintained Infovest21’s hedge fund database by collecting monthly data from hedge fund managers and enrolling new managers into the database.
• Established relationships with hedge fund managers in order to enroll them into Infovest21’s hedge fund database.
• Conducted preliminary research and processed data for periodical and customized research projects.

• Updated and tracked monetary donations to Union College from trustees and alumni.
• Organized visitor data and monetary donations into monthly Microsoft Excel reports in order to determine the percentage of visitor donations.
• Maintained student and alumni profiles through Datatel Systems to ensure up to date information.
• Responded to telephone inquiries and connected callers with appropriate personnel.

• Facilitated financial advisors’ acquisition of new clients by generating a list of prospective clients within the Capital Region.
• Updated and distributed list of accounts for client associates to review.
• Conducted preliminary reviews of accounts by generating monthly summaries.
• Reviewed and archived security sales/purchases from the Albany branch and its satellite offices.
• Organized mail and client files in order to increase office efficiency and productivity.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Circulo Estudiantil Latino Americano (CELA)Relevant Coursework Senior Thesis, Union College, Schenectady, NY.

Coursework In Economics

Education record