Will Coffey Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Develop and monitor strategic asset allocations, portfolio implementations, risk reporting and general strategy for NEPC Life, P&C, and Health insurer client base· Build efficient frontier analysis and deliver asset mix recommendations to insurance client base as part of strategic asset allocation studies while controlling for regulatory, risk and portfolio constraints · Provide real time public fixed income index data to clients with analysis of yields and option-adjusted spreads versus historical medians to help with buy decisions in portfolio · Design insurer fixed income analytics reporting and compliance modules (guideline/statutory) using FactSet · Generate NII forecasts with integration of private markets pacing plan data · Establish and maintain industry peer assessment model using S&P Market Intelligence for insurer client base · Evaluate private market and alternative investment portfolios within asset-only and vehicle/capital consumption frameworks (Private Placement, CML, Private Direct Lending etc.) · Deliver research-based recommendations to client staff and executives · Manage and oversee client performance, risk, and enterprise reporting

Boston, Massachusetts, United States

• Responsible for oversight of Corporate & Insurance data team including client assignments for team members, checking on outstanding reports and taking on data responsibilities for team members when needed• Undertook maintenance of management tracking documents, interviewing of prospective hires and mid-year evaluations of team members• Conducted team meetings ensuring members were well informed on new data team processes improving quality of work and efficiency

Greater Boston Area

• Maintained large account load for Corporate & Insurance data team• Supervised data processes and report production for associates and analysts on team• Advised on and solved complex performance data and reporting questions • Guided Corporate & Insurance performance data team through restructure of performance group

255 State Street, Boston, Ma

•Managed client performance reporting for various client types including endowments, foundations, healthcare, private wealth, corporate defined benefits, public funds, and insurance•Produced and reconciled monthly investment performance reports for over 50 clients ranging from 10’s of million in assets to 10’s of billions in assets•Created customized client quarterly reports and analysis including individual manager informational pages, asset allocation breakdowns, risk versus returns statistics and attribution analysis•Processed one off client requests including individual manager holdings evaluation and investment liquidity analysis•Volunteered and provided feedback in user acceptance testing for new CRM and M-Files (documentation management software) on behalf of performance team•Onboarded various new clients including company’s first insurance client requiring complex client setup under tight deadline

•Provided support for research project to stem summer learning loss for over 2400 children at 28 local summer programs and camps•Coordinated weekly payroll, reimbursement, and oversight of 30 external contractors/coaches •Contributed to and improved time tracking procedures and spreadsheets to allow for more efficient payment system•Collected and analyzed pre and post data for child literacy outcomes to determine impact of project intervention on each program•Cleaned data from the participating sites across each summer for the project•Reviewed analysis plans for child literacy project and developed more comprehensive and substantive reporting methods for future implementations of the project•Updated website postings of current resources and literacy project activities to encourage programs’ cooperation and growth

Bachelor Of Arts (B.A.), Economics

Bachelor Of Arts (B.A.), Economics