Frank Masso

About Frank Masso

Asset Management - Product Management: Manage sub-advisor product changes and portfolio…

Experience

1. Vice President - Senior Associate Analyst, Multi-manager Solutions

   Northern Trust Asset Management

   Feb 2017 — Present · New York, NY, US

   Global Transition Management lead for Northern Trust’s $62B Multi-Manager sub-advisor business• Lead transition events for OCIO Clients & Multi-Manager Investment products: Transition legacy portfolios to new target investments, across different assets classes and product lines. • Lead the facilitation with external transition managers to develop transition and trading strategies to successfully implement investment decisions. Conduct post-trade calls and reviews with external transition managers to discuss transition and trading results; and create post-trade reports for senior investment committee • Conduct due diligence on external transition managers and provide updates to Investment Operating Committee (IOC). Present results to IOC and provide assessments for go forward activity.• Work with cross-functional teams and external sub-advisors to open all trading markets, complete fund set-ups on internal systems and coordinate cash funding and trading activities with external sub-advisors • Conduct investment guideline monitoring and work with compliance and operational due diligence teams to research and resolve compliance issues to ensure sub-advisors are compliant

Skills

• Financial Analysis
• Finance
• Strategic Planning
• Forecasting
• Business Process Improvement
• Asset Management
• Management
• Investments
• Process Improvement
• Financial Modeling
• Capital Markets
• Equities
• Trading
• Investment Management
• Analysis
• Financial Services
• Business Analysis
• Etfs
• Portfolio Management
• Enterprise Risk Management
• Bloomberg
• Business Intelligence
• Risk Analysis