Pedro Francisco
Performance Analyst | Specialization in Investment, Portfolio & Financial Management | SQL & Performance Analytics
- Role
- Performance Analyst at NEPC, LLC
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
About Pedro Francisco
Feel free to send me a message if you would like to know more about me. I am always eager to hear from others and expand my network on LinkedIn.Systems: SQL, Python, C#, Tableau, Morning Star, FIS, FactSet, Vermillion, Mars, Word, Power, Excel, Outlook, Bloomberg Terminal, Visual Studio Code, Power BI.Specialization: Mergers and Acquisitions, Investment and Portfolio & Financial Management.
Experience
Performance Analyst
Feb 2026 — Present
Independently collect, enter, and reconcile client investment data from custodian banks, investment managers, and other third parties for both traditional and alternative investments- Lead and carry out ad hoc projects to optimize department-wide processes, including documentation, backfill coding & billing- Calculate, validate, and monitor client-specific investment performance data and reports on a monthly and quarterly basis, while also investigating and resolving discrepancies as needed- Prioritize and manage assigned tasks to ensure timely delivery of client-ready performance and creation reports- Engage with leadership, consulting teams, research teams, operations staff, and peers as needed for clients and firm-wide projects- Continuously evaluate and improve data and reporting processes by collaborating with the investment team to understand their workflows, priorities, and information requirements.
Education
Virginia Commonwealth University
Bachelor of Arts - BA, Political Science and Government
2017 — 2019
Virginia Commonwealth University
Bachelor of Science - BS, Sociology
2017 — 2019
Eastern Shore Community College
Associate of Arts - AA, Liberal Arts and Sciences/Liberal Studies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.