William Marra Email & Phone Number

Greater Pittsburgh Area

Offering quality, time-saving project-oriented consulting:•Investment Consulting Projects•Portfolio Management Projects•Financial Data Gathering and Analysis•Special Projects to Meet Client NeedsThrough my career in financial services, I have developed extensive experience and expertise across a wide range of investment consulting services, including the following:• Asset allocation determination• Investment policy construction and implementation• Investment manager selection and portfolio analysis and monitoring.I have applied that expertise to various types of clients including corporations, hospitals, public funds and union/Taft-Hartley plans. Further, I have worked with various types of plans, such as defined benefit and defined contribution funds.As an analyst and consultant with investment consulting firms, I have conducted due diligence reviews and performed investment manager searches for practically every investable asset class. I have personally met with numerous investment managers and interviewed portfolio managers to gain an understanding of investment managers’ process and philosophy.While working with an investment management firm, my primary responsibilities were the analysis of client portfolios and positioning of client assets. I supported the decision making of the lead fixed income portfolio manager and assisted the implementation of the current strategy. Through working with a small firm, I have become very familiar with the operations and trading functions of investment firms.

Provided full range of investment consulting services for a diverse range of clients, including public, Taft-Hartley and corporate clients. Served as lead consultant on 14 institutional investment clients representing over $500 million in assets including defined benefit, defined contribution and health and welfare plansResponsible for the dissemination of reports, analysis and recommendations to clients through direct interactionDesigned, implemented and monitored asset allocation strategies for client portfoliosDeveloped and maintained client investment policy guidelinesCreated customized reporting according to client specificationsProvided due diligence research and reviews on investment managers of various styles including equity, fixed income, traditional and alternative investments

Responsible for the front- and back-end analysis of client investment portfoliosAnalyzed fixed-income and equity portfolios to assess appropriate positioning of client assetsSupported fixed-income portfolio manager through analysis and recommendationsImplemented top-down equity strategy through the use of risk-management modeling softwareResponsible for client service support, attending meetings and providing portfolio and market related informationMember of Investment Policy Committee

Provided full-service investment consulting and support for a diverse range of clients, including public, corporate, Taft-Hartley and Endowment/Foundation clientsDesigned and implemented asset allocation strategies for portfolios of various client typesDeveloped and maintained client investment policy guidelinesCreated customized reporting according to client specificationsProvided due diligence research and reviews on investment managers of various stylesConducted client meetings for the dissemination of reports, analysis and recommendations

Provided investment performance calculation for an internal asset management group, servicing eight portfolio managersProvided investment performance calculation and analysis on individual and corporate portfoliosMaintained detailed and accurate investment return reportsDeveloped custom reports prepared to client specifications

Provided the reconciliation and delivery of Trust Department statements to high profile clientele.Analyzed trust department statements for accuracy, using exception reporting, including detailed statement of assets and transactionsAudited and prepared statements for delivery to clientsCoordinated the timely and accurate delivery of trust statementsGenerated accounting journal entries for client general ledger accounts

Bs, Accounting

Mba, Management