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As a Performance Analyst with Parametric, a division of Morgan Stanley Investment Management, I am responsible for the calculation of account level investment performance, as well as the generation and dispersal of composite performance and generation of marketing material data. I've utilized my previous experience and network within the firm to bring fresh ideas into process improvements.My proudest achievement was rising to the position of Operations Supervisor in under two years of joining Parametric. Serving as the supervisor for the SMA Operations Recon team, my focus was on client activity identification so they were timely traded on in the market, reconciliation, analysis, and reporting. I utilized my experience in portfolio reconciliation to identify causes and solutions to performance/reporting discrepancies, as well as communicating actionable requests to the correct channels to timely close out/eliminate error exposure. My dedication to detail and accuracy has consistently yielded positive results, and I can claim client reporting accuracy which ultimately allows an account to maximize target exposure to relative benchmarks. My dedication to detail/accuracy has allowed me to develop a network of understanding to direct different departments to a solution when working on complex issues in a portfolio.I am passionate about leveraging data and technology to optimize portfolio performance, execute trades, and maintain compliance with regulatory requirements. I have proficiency in Excel, SQL, and Tableau, and I have automated reporting using these tools to identify and mitigate client risk exposure. I also enjoy leading, training, and empowering my team members to achieve top performance levels and foster effective collaboration across the organization. My core competencies include strategic investment planning, financial modeling and analysis, risk evaluation and mitigation, and performance improvement.
Parametric
View- Website:
- parametricportfolio.com
- Employees:
- 722
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Associate Portfolio ManagerParametricKirkland, Wa, Us -
Performance AnalystParametric Oct 2023 - PresentSeattle, Washington, United StatesAssist in the entire life cycle of the firm’s performance process, including data cleansing, working with cross-functional teams on data exceptions, and processing data through completion to support client reporting for over 100,000+ accounts and other performance related deliverables.Assist in the calculation of performance and maintenance of GIPS and non-GIPS composites.Assist in the administration of GIPS policies and regularly update procedures; maintain, review, and update GIPS Compliant Presentations; review disclosures and marketing materials for compliance with GIPS; and participate in the quarterly GIPS verification process.Assist with portfolio manager analysis requests and respond to ad-hoc requests from internal and external entities. -
SupervisorParametric Feb 2021 - Oct 2023Seattle, Washington, United StatesWithin this role, I ensure implementation of business continuity processes and meet all team deadlines while assuring timely completion of daily / weekly / monthly reviews of client position balances and reviews.During this tenure, I utilize VLOOKUP, Pivot Table, SQL, and Tableau in conjunction with advent portfolio exchange to organize and analyze large volumes of data.Moreover, I develop metrics for tracking employee performance and evaluate progress along with mitigating risks and maintaining firm security by conducting daily audits.My key successes for this role are:- Automated reporting using SQL and Tableu reports to identify and close out client risk exposure- Upskilled employees by providing continuous training along onboarding for new associates.- Supervised team of eight full-time employees for managing $80 billion in assets across 46,000 portfolios.- Promoted to supervisor position within my second year; led reduction in monthly overtime usage from 6 hours per person to less than 2 hours.- Provided training to four associates and saved time by driving continuous process improvements initiatives.- Implemented strategy that allow team to identify / forward 95% of client activities by developing streamlined data processes.-Maintained below 20% turnover rate for team of associates, while other teams experiencing turnover rates of 50%-60%. -
Senior Portfolio AdministratorParametric Feb 2019 - Mar 2021Seattle, Washington, United StatesAs a part of this role, I ensured efficient and accurate administration of investment accounts, including monitoring portfolio performance, executing trades, and maintaining compliance with regulatory requirements.During my time, I monitored portfolio performance, analyzed investment returns, and prepared performance reports for clients and stakeholders.Furthermore, I identified areas of improvement as well as recommended adjustments to enhance portfolio performance.A section of my key contributions includes:- Assured zero trade errors in reconciling client accounts through strong attention-to-details skills.- Managed comprehensive portfolio reconciliation process for 5000 portfolios, ensuring precise trading operations.- Detected and resolved reporting discrepancies, while mitigating potential client impact.- Delivered monthly reports well in advance of deadlines and maintained complete accuracy.- Bridged coverage gaps and enhanced inter-team relationships by addressing shortcomings / fostering collaboration. -
Portfolio AdministratorParametric Feb 2019 - Nov 2020 -
Production AssistantMcnamara Signs Aug 2012 - Feb 2019Responsible for overseeing the completion of signs over the various stages of production.
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Laser And Heat Press SpecialistMcnamara Signs Aug 2016 - Jul 2018Specialty in laser engraving and heat printing
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FounderCustom Glassware Dec 2014 - Jan 2019Greater Seattle AreaCustom laser etched glassware at an affordable price
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StudentUniversity Of Washington - Michael G. Foster School Of Business Sep 2014 - Jun 2018Finance Major
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Financial Services InternAsset Management Strategies Oct 2017 - Jan 2018Bellevue, WashingtonCreation/Compilation of Clients Quarterly and Annual Reviews -
PresidentDelta Tau Delta International Fraternity Jan 2017 - Dec 2017University Of Washington -
Corresponding SecretaryDelta Tau Delta International Fraternity Jan 2016 - Jan 2017University Of Washington, Gamma Mu -
Assistant Miss Greek ChairDelta Tau Delta Fraternity Sep 2015 - May 2016Seattle, WashingtonAssist with Pageant set up, fundraising efforts and communication between vendors. -
House ManagerDelta Tau Delta Fraternity Jan 2015 - Jan 2016Gamma Mu-University Of WashingtonResponsible for general repairs and upkeep of the Shelter.
Will Mcnamara Skills
Will Mcnamara Education Details
Frequently Asked Questions about Will Mcnamara
What company does Will Mcnamara work for?
Will Mcnamara works for Parametric
What is Will Mcnamara's role at the current company?
Will Mcnamara's current role is Associate Portfolio Manager.
What is Will Mcnamara's email address?
Will Mcnamara's email address is wm****@****lio.com
What schools did Will Mcnamara attend?
Will Mcnamara attended University Of Washington - Michael G. Foster School Of Business, University Of Washington - Michael G. Foster School Of Business, University Of Washington - Michael G. Foster School Of Business.
What skills is Will Mcnamara known for?
Will Mcnamara has skills like Microsoft Office, Microsoft Excel, Public Relations, Microsoft Word, Customer Service, Teamwork, Leadership, Budget Management, Operating Budgets, Customer Satisfaction, Time Management, Powerpoint.
Who are Will Mcnamara's colleagues?
Will Mcnamara's colleagues are Jenna Albrecht, George Jones, Sebastian Vargas, Cfa, Caia, David Lowe, Veronica Toccaceli, Hugh Crowther, Cfa, Bailey Mersereau.
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