Bradley Whittingstall
Head of Operations for Investments @ Liberty University | CFA
- Role
- Performance & Analytics Consultant, Assistant Vice President at State Street
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Bradley Whittingstall
As a performance and analytics vice president at State Street, I have over 10 years of experience in providing financial solutions to clients across various asset classes and markets. I am also a Chartered Financial Analyst (CFA) charterholder, which reflects my expertise and commitment to the highest standards of ethics and professionalism in the industry. My core competencies include performance analysis, data management, reporting, benchmarking, and client interaction. I oversee the collection, validation, and maintenance of investment data, ensuring data integrity and completeness. I also develop and maintain customized client reports, addressing specific performance metrics and client requirements. I conduct comprehensive performance analysis of investment portfolios, ensuring accuracy and adherence to industry standards. I implement and maintain benchmarking processes to evaluate investment performance against industry benchmarks and peer groups. I serve as a subject matter expert in performance measurement during client interactions, addressing inquiries and providing insights to enhance client satisfaction and retention. My mission is to enable our clients to make informed and strategic investment decisions based on reliable and insightful performance and analytics. I am passionate about learning new technologies and methods to enhance our processes and products. I value diversity, innovation, and excellence in our team and organization. I collaborate with internal and external stakeholders to ensure compliance, accuracy, and timeliness of the data and reports. I leverage my skills in Microsoft Excel and leadership to manage and deliver high-quality performance and analytics services.
Experience
Performance & Analytics Consultant, Assistant Vice President
Oct 2016 — Present · Austin, TX, US
Education
Liberty University
Business Finance/Economics
2007 — 2011
Skills
- Fixed Income
- Critical Thinking
- Customer Service
- Communication
- Microsoft Excel
- Equities
- Derivatives
- Relationship Management
- Finance
- Event Planning
- Leadership
- Team Leadership
- Microsoft Office
- Pension Funds
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