Alexis Zemaitis
AVP - Wealth Management; Manager - Performance and Analytics at Bank of America - U S Trust     Chicago, Illinois, United States     Investment Management
Title:
AVP - Wealth Management; Manager - Performance and Analytics
Company:
Bank of America - U S Trust
Sector:
Investment Management
Place:
Chicago, Illinois, United States
Languages:
English; Italian; Spanish; Lithuanian;
Availability:
Interviews ; Consulting
    (2 connections)
Summary
Financial professional, seeking to leverage international background with analytical, financial and project experience, desires position on the investment side of portfolio management (including investment research, portfolio construction, asset allocation, performance analytics and due diligence). Investigating analytical, client facing or project opportunities in asset management, hedge funds, wealth management or consulting either at the domestic or global level.

Experience in Europe and US includes:
•5 years: Assistant Portfolio Manager / Investment Analyst, Global Equities,
•5 years: Investment Performance Analyst (Business and Project sides),
•2 years: Investment Associate,
•3 years: Part-time work as Hedge Fund Consultant.

• Masters degree,
• LIFA - Licensed International Financial Analyst,
• CFA - Level I candidate
• NASDAQ Series 7,
• Languages: English, Italian, Lithuanian and some Spanish

Other attributes:
• 10+ years international experience in the financial sector enabling a strong understanding in communicating and negotiating within a culturally diverse environment.
• Employed across various areas and levels of a financial institution (broker, credit analyst, assistant fund manager, hedge fund consultant, project support, etc.) enabling a multi dimensional perspective on issues.
• Flexibility and readjustment of expectations; having worked though five transitions (three mergers in Europe and two in the U.S.) during my career.
• Multi-tasking capabilities; concurrently running projects and managing day to day processes for the business unit.
• Time management, sense of urgency and work-flow prioritization to adhere to deadlines.
• Attention for detail with an ability to understand a broad scope of complex issues.
• Superior analytical skills and strong computer literacy. Fast learning curve on new systems.


Business Profile
Bank of America - U S Trust
Chicago, Illinois, United States    
10/2004-Present: AVP - Wealth Management; Manager - Performance and Analytics at Bank of America - U S Trust in Chicago
AVP - Wealth Management; Manager - Performance and Analytics
Primary responsibilities: • Direct a team of four associates covering the Performance Measurement and Analytics department, analyzing investment performance for c.7,000 domestic and international accounts, holding c. $14 billion in assets. • Calculate individual and group investment returns by asset class and sector; along with marketing and portfolio manager composites, following GIPS guidelines. • Diagnose returns that deviate from expected benchmarks through modelling and variance analysis. • Collaborate with investment managers on performance attribution and asset allocation models. • Oversee performance and composite databases, ensuring data integrity. • Validate data flow and integration between AXYS portfolio management and MOXY trading systems. Work with IT to test and implement upgrades to AXYS and MOXY systems. • Identify and implement efficiencies in business processes and maintain all department procedures. • Provide leadership role for department; training, mentoring and developing the Performance and Analytics team. • Manage business partner relationships. Projects • Supported 2004 post-conversion issues (OMNI / GLOBAL PLUS to AXYS) and reengineered workflow for the unit. • Business lead and subject matter expert on current Wealth Management related projects; including technology transition from ABN AMRO / LaSALLE to BANK OF AMERICA platform, and system conversion from AXYS to FIRST RATE (under the overall GLOBAL PLUS to PACE conversion).
Sector:
Investment Management, Wealth Management
Function:
- Fund Management, Other Fund Management / Head of Department
Company description:
Mesirow Financial, Inc
Chicago, Illinois, United States    
Capital Management Select Fund, Ltd
Nassau, Bahamas, Carribean Islands    
ABN AMRO Asset Management
Chicago, Illinois, United States    
Marc J. Lane & Company
Chicago, Illinois, United States    
Banca di Roma S.p.A
Rome, Italy    
Business Objectives
Expertise
Education
Social & Personal




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