Suzannah Grady

Background

About Suzannah Grady

Experienced professional with expertise in developing and enhancing systems for performance, attribution and risk analysis; as well as interpreting related reporting to portfolio managers, senior executives, board members, and institutional investors. Effective communicator of complex technical and financial information to diverse audiences. Proven success in managing multiple priorities in deadline-driven environments. Highly experienced with integration of vendor systems and data sources to enhance investment analytics and reporting. As a senior analyst and Director of Risk Management, I have lead a team of investment data and systems analysts to support portfolio managers, senior executives, client-facing professionals, and institutional clients in the interpretation of risk analysis and performance attribution. My team successfully developed and implemented multiple analytical tools and process for quarterly reporting and review of fund performance for senior management and board of trustees. Continuing my career as a consultant and subject matter expert on investment performance attribution and risk analysis to the asset management industry, I have advised clients on implementation and maintenance of risk and performance systems to provide timely and accurate reporting to investment, client-facing, and business functions. Recent accomplishments and projects include: • Implementation of historical and ongoing performance attribution for an institutional asset manager’s taxable fixed income funds and institutional accounts, enhancing their ability to win new business. • Coordination of the transition from Barclays POINT to Bloomberg PORT to support fixed income investment managers. • Working with the performance team responsible for GIPS compliance at an institutional asset manager to improve the quality and scope of analytics reporting included in composite presentations. • Serving as a subject matter expert and business liaison to technology and vendor partners on projects to enhance performance, risk, and portfolio reporting in the Private Wealth market.