GERALD CHARLES
Pembroke Pines,FL
Summary
Results-driven Investment Performance & Risk Leader with 10 years in portfolio performance measurement, risk analytics, and investment reporting. Skilled in team leadership, prioritizing complex analytical processes, and enhancing reporting accuracy. Expertise in stakeholder management and quantitative analysis, leveraging technologies such as SQL and Snowflake to drive efficiency.
Overview
27
27
years of professional experience
Work History
INVESTMENT PERFORMANCE & RISK SUPERVISOR / SENIOR ANALYST
Franklin Templeton Investments
Fort Lauderdale, FL
05.2000 - Current
- Led and supervised Investment Performance & Risk activities, utilizing 10 years of management experience to foster accountability and ensure high-quality service delivery.
- Oversee portfolio performance measurement, attribution, risk analysis, composite management, data validation, and investment reporting activities.
- Provide technical leadership and escalation support for complex performance, attribution, risk, data, and reporting issues through timely investigation and resolution.
- Review portfolio performance, attribution, and risk results to validate the accuracy, completeness, and quality of underlying data and analytical outputs.
- Oversee data-validation, automated-control, and exception-management processes, ensuring issues are documented, escalated appropriately, and resolved to completion.
- Support preparation of clear performance, attribution, and risk commentary that explains portfolio results and key investment drivers.
- Provide investment performance and risk consulting to internal and external stakeholders through effective written and verbal communication.
- Partner with portfolio managers, investment professionals, technology, operations, and senior stakeholders to resolve issues and implement sustainable solutions.
- Drove continuous-improvement initiatives to enhance data quality, analytical capability, and operational efficiency while improving client service.
- Sought opportunities to streamline manual processes and optimize workflows, utilizing SQL, Power-Bi, and analytical tools.
- Lead, coach, mentor, and develop team members; establish objectives, assign responsibilities, monitor workloads, provide feedback, and support professional growth.
- Manage the intake, prioritization, assignment, review, and distribution of investment-team requests while balancing business priorities and team capacity.
- Represent the functional team and lead cross-functional project activities involving performance, risk, reporting, data, technology, controls, and process enhancements.
Education
Master of Science - Finance
Florida International University
Miami, FLBachelor's Degree - Finance
Florida Atlantic University
Boca Raton, FLSkills
- Performance measurement
- Performance attribution
- Risk analytics
- GIPS management
- Data Analytics Strategy
- SQL
- FactSet
- FactSet B-One
- Operational Controls
- Workflow Optimization
- Issue Resolution Framework
- Cross-Functional Collaboration
- Stakeholder Management
- Quantitative Analysis
- Leadership coaching
- Service Level Management
Personal Information
Title: INVESTMENT PERFORMANCE & RISK LEADER
SELECTED LEADERSHIP IMPACT
Title: INVESTMENT PERFORMANCE & RISK LEADER
TARGET ROLES
Title: INVESTMENT PERFORMANCE & RISK LEADER
Timeline
INVESTMENT PERFORMANCE & RISK SUPERVISOR / SENIOR ANALYST
Franklin Templeton Investments
05.2000 - Current
Master of Science - Finance
Florida International University
Bachelor's Degree - Finance
Florida Atlantic University