David Martinez
Passionate Finance Professional: Driving Investment Excellence
- Role
- Wealth Investment Analyst at Mercer
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Experience
Wealth Investment Analyst
Sep 2024 — Present · Tampa, FL, US
Produces performance evaluation reports for their assigned clients by using Mercer proprietary tools (GIMD, MPA, DC Report Writer) as well as Microsoft tools, which cover the client\'s porfolio performance of each of the funds within the client\'s investment options.Collect data points including performance, custodial statements, fund fact sheets and fees from Investment Manager or third part record keepers.Produces ad hoc reports with regard to manager structure analysis, asses mix reviews and manager searches.Analyses different investment markets, evaluation portfolia characteristics to obtain the information useful to explain the performance difference among the investment strategies.Communicates with investment managers and custodians to gather and/or clarify client-specific data for reporting.Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.Supports to respond to inquiries from clients.Communicate to the clients regularly with quarterly updates.
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