Summary
Overview
Work History
Education
Skills
Languages
Interests
Awards
Timeline
Generic

LAMINE KABA

Seattle

Summary

As a Senior Investment Analyst, I collaborate with a team of professionals to lead performance reporting, portfolio analysis, manager monitoring, and investment research for institutional clients. I am directly responsible for reporting on approximately $20 billion in assets under advisement, primarily across public markets. I leverage platforms such as InvestmentMetrics, Morningstar, and Bloomberg to deliver accurate, insightful reporting and research that support strategic investment decisions and client objectives.


In addition, I support private markets reporting—tracking and reporting on private equity, private credit, and real asset investments across client portfolios. I also contribute to process improvements that enhance data quality, compliance monitoring, and reporting efficiency.

Overview

6
6
years of professional experience

Work History

Senior Performance Analyst

Verus Investments, Seattle,WA
03.2025 - Current
  • Conduct in-depth market, asset-class, and investment manager research—including Capital Market Assumptions (CMA) forecasting—to support strategic and tactical asset allocation decisions.
  • Track, verify, and reconcile performance data across client portfolios; prepare quarterly performance and attribution reports for institutional clients.
  • Support portfolio implementation, including rebalancing and operational oversight aligned with client objectives.
  • Prepare client-facing deliverables—quarterly reviews, policy documentation, manager evaluation summaries—and assist in client meetings.
  • Oversee private markets reporting for a ~$10 billion portfolio, including private equity, real assets, private credit and co-investment exposures; monitor manager performance, analyze cash flows, and report on IRR, DPI, TVPI and NAV trends
  • Mentor junior analysts and identify process improvements to enhance data workflows, modeling efficiency, and reporting accuracy.
  • Lead the investment team in championing the implementation and adoption of artificial intelligence(AI) across the firm to enhance analytical capabilities and operational efficiency


Performance Analyst

Verus Investments
08.2021 - 03.2025

Client Service

  • Use the InvestmentMetrics performance measurement system to track and monitor the investment performance of client portfolios.
  • Collaborate with Investment Consultants to generate monthly and quarterly investment performance reports for client presentations.
  • Create custom spreadsheets and analyses to support clients as needed.
  • Provide assistance in problem resolution, particularly regarding performance reporting and data delivery.

Manager Monitoring

  • Collect and reconcile performance data across various asset managers within client portfolios to identify discrepancies or anomalies.
  • Resolve data issues directly with custodians and money managers.
  • Prepare quarterly updates and write manager commentary for assigned asset classes.
  • Calculate and analyze public and private manager returns, risk attribution, and asset allocation across 25 plans totaling over $10 billion in assets.

Compliance

  • Monitor compliance with investment policy statements and ensure ongoing adherence to GIPS standards.

Process & Reporting

  • Refine data collection and reporting processes to improve efficiency and accuracy.
  • Develop custom benchmarking reports to enable performance comparisons against industry standards and peer groups.

Research Assistant

The Association of College and University Educators
01.2020 - 05.2021
  • Selected by the Associate Dean of the Colin Powell School to clean and manage a confidential database of faculty information.
  • Performed data base analysis to determine the impact of ACUE course training.

Education

Master of Science - Economics

City College of New York
New York, NY
06.2021

Master of Arts - Economics

City College of New York
New York, NY
06.2021

Bachelor of Arts - Economics

City College of New York
New York, NY
06.2021

Associates in Arts with Honors - Economics

Borough of Manhattan Community College of New York
New York, NY
06.2018

Skills

  • Project & Client Deliverable Management
    Proven ability to manage multiple client deliverables—monthly and quarterly reports, performance updates, manager commentary—ensuring on‑time delivery and high quality Practice strong time‑management, task prioritization, and coordination with internal teams to meet deadlines consistently
  • AI & Data Analytics
    Proficient in Python (pandas, scikit‑learn) and R, including NLP and machine learning for supervised and unsupervised learning
    Skilled at automating routine data workflows (ETL, reporting) and boosting forecasting accuracy—aligns with finance-industry automation trends
  • Research & Private Markets
    CFP candidate with extensive experience supporting the analysis and reporting of approximately $20 billion in public and private investments
    Strong knowledge of Capital Market Assumptions (CMA), IRR/NAV monitoring, and performance attribution
  • Portfolio & Reporting Platforms
    Expert in InvestmentMetrics, Addepar, Refinitiv , Bloomberg, and Morningstar Direct
  • Technical Tools & Excel
    Excel advanced (PivotTables, What‑If Analysis, INDEX/MATCH, macros), complemented by R visualization (ggplot2, Shiny)

Languages

French
Native or Bilingual

Interests

  • Getting involved in local advocacy groups to promote positive change in the community
  • Youth mentor, providing guidance and support to empower the next generation of leaders

Awards

Twice nominated for Verus North Star Award from the Boy Scouts of America 2021 – 2022, The Rose Friedman Scholarship For Excellence in Economics May 2019, Academic Excellence in Economics Award May 2018, Award for Excellent Contribution as an Each One Reach one Mentor May 2018

Timeline

Senior Performance Analyst

Verus Investments, Seattle,WA
03.2025 - Current

Performance Analyst

Verus Investments
08.2021 - 03.2025

Research Assistant

The Association of College and University Educators
01.2020 - 05.2021

Master of Arts - Economics

City College of New York

Bachelor of Arts - Economics

City College of New York

Associates in Arts with Honors - Economics

Borough of Manhattan Community College of New York

Master of Science - Economics

City College of New York