At Eton Solutions LLP, I oversee performance measurement, attribution, and client reporting for multi-asset portfolios. I deliver Brinson-based equity and fixed income attribution, translating results into clear commentary for portfolio managers and investment specialists.
I designed Power BI dashboards and automated VBA workflows that reduced reporting effort by 30%. I also developed data governance, validation, and reconciliation frameworks to investigate breaks and improve data quality.
Previously, at STP Investment Services and BNY Mellon, I produced performance and attribution reporting for institutional clients, including GIPS-aligned composite reporting. At BNY Mellon, I trained junior analysts and supported client reporting, GIPS deliverables, and external audits.
