Senior Business Analyst
Valerie Villegas-Hoag brings five years of experience in financial services. During this time, she has worked within key facets of the industry including investment compliance focusing on regulatory guidelines affiliated with the SEC and FINRA, and order management systems such as Charles River (CRIMS) and Bloomberg. She is skilled in conducting workflow analysis of front office fixed income operations and processes, conducting IMA review and extraction of investment guidelines, performing syntax review of OMS compliance libraries, developing use cases and testing portfolio management and trading workflows, and managing end user training of order management systems.
Prior to joining IMP, Valerie was a senior operations analyst at a multi-billion dollar asset management firm where she developed in-depth knowledge of portfolio performance best practices including Global Investment Performance Standards (GIPS), portfolio management, wrap v. non-wrap composites, carve-out calculations, and investment vehicles. There, she managed the performance calculation andreporting function for both index and composite level data.