William Bryce Email & Phone Number

Boston

• Manage oversight of securities lending for the U.S. Funds and ETFs.
• Oversight of performance and reporting for more than 100 mutual funds. Ensure timely and accurate production of materials such as shareholder reports, prospectuses, fact sheets and other marketing materials.*.
• Work closely with Portfolio Management, Product Management and Marketing to answer performance and attribution questions that arise as well as develop a deep understanding of the needs of these business partners in.
• Supervise production of monthly performance reports reviewed by fund boards.
• Conduct peer and competitor analysis using vendor-based applications.
• Administer monthly Disclosure Controls and Procedure meetings for Sarbanes-Oxley requirements.

• Supervised a staff of four analysts to ensure the accuracy and timeliness of various mutual fund performance-related reports for several fund families.
• Liaised with the Investment Management and Marketing departments by providing competitive performance results along with summaries that emphasized the most positive aspects of each fund’s performance.
• Led inter-departmental task force in testing the Performance Department’s network for Y2K compliance.

Master Of Business Administration (M.B.A.), Accounting And Finance

Bachelor Of Science (B.S.) In Business Administration, Accounting And Finance