Krista Harvey, CFA, CIPM's Linkedin Analytics

I am a reliable and versatile director-level leader with deep experience in investment performance and operations. • Recognized expert in investment performance and its related topics (e.g., portfolio accounting, operations, corporate actions, reconciliations, benchmarks, attribution, and risk analytics). • Experience with various asset classes, including equities, fixed income and derivatives. • Knowledge of investment vehicles, including: Institutional and Private Wealth Segregated Accounts, Mutual Funds, Private Equity Funds, Hedge Funds, and Collective Trusts. • Led many large-scale IT projects including system conversions (EAGLE STAR/PACE and SEI) and attribution reporting (FactSet and Bloomberg PORT). • Managed in-house and project teams up to 15+ people (in-person and remote). • Created more than 1,000 pages of performance and accounting industry standards. • Designated SME on system conversions, writing 100+ pages of business requirements, developing and executing 500+ test cases, and conducting training workshops for technical architects. • Built productive working relationships with professionals at investment management firms, regulators (SEC and FINRA), law firms, consultants, and service providers.