LYANNE MY ON
Itslyanne@gmail.com  510.388.3378  Oakland, California 94606
PROFILE
Performance and Analytics Analyst, Senior Associate with over 10 years of experience in financial/business analysis including
financial reporting, data gathering, and research. Known for analytical skills, team player, and detail oriented. Strong verbal,
written, and interpersonal skills. Extensive knowledge of Excel, Outlook, Word, Bloomberg and Reuters reporting tool.
PROFESSIONAL EXPERIENCE
STATE STREET CORPORATION, Alameda, California 1998 - 2016
Performance and Analytics Analyst, Senior Associate 2008 - 2016
Provided complex analysis for large institutional clients related to the performance and attribution of client port folios or assets
within their portfolios. Interacted and communicated with clients to address their needs, concerns, and inquiries. Planning and
coordinating work with accounting groups in meeting client reporting needs and elevated issues as appropriate.
 Calculated performance and provide timely delivery of daily, monthly, and/or quarterly performance, attribution, risk,
universe, and customreports to clients including Calpers, Kaiser, Disney, State of Alaska, San Bernardino County,Sonoma
County, Texas Muni, University of Washington,and Pinnacle West.
 Prepared board report, investment committee report, and otherhigh level reporting.
 Prepared and modify client procedures on an ongoing basis and ensure all critical client documentations are saved.
 Performed monthly investment manager reconciliations for funds and responded to ad hoc requests by investment managers.
 Performed attribution analysis of incremental return differences between portfolio and benchmark.
 Managed and collaborated with our offshore team which included accuracy audit of portfolio accounting data and reports.
 Worked with SSB Client Service Team and liaising with the Accounting department as required to resolve Client’s inquiries.
 Monitored all aspects of new account set-up and account terminations.
Accounting Operations Manager - Public Funds 2004 - 2008
Responsible for processing client requests, including account opening and closing, trade settlements, delivery of securities, cash
disbursements, and maintenance of static account information.
 Hired, trained, and managed a staff of five Portfolio Accountants.
 Directly managed the daily and monthly activities of relationship management employees.
 Managed overdraft coding to ensure accurate overdraft payments were charged to appropriate client accounts.
 Ensured all monthly portfolio reporting met deliverables.
 Recognition: Service Excellence Gold Award in 2007.
Auditor 2000 - 2004
Audited over 100 Public Fund portfolios on a monthly basis including Equity, Fixed Income, Real Estate, mutual funds, and other
types of investment portfolios.
 Performance high level reviewed of Portfolio Accountants work to ensure the investment reports are accurate.
 Provided job training for new hires.
 Managed past due interest entitlements and taxreclaims on a weekly basis to limit payment delays.
 Recognition: Peer Awards in 2002 and 2004.
Senior Portfolio Accountant/Portfolio Accountant 1998 - 2000
Prepared daily, weekly, and monthly reports for more than 80 investment funds.
 Reconciled cash balances, income, shares, and corporate actions.
 Administered investment report for pension fund.
 Researched failed trades and shares discrepancies for the most complexglobal equity and fixed funds.
 Posted journal entries to Multi Horizon (In-house Accounting system), pricing, forecasted cash daily, and processed Client’s
directed wires.
EDUCATION
California State University East Bay, California, 1997
Bachelor of Science degree emphasis in finance and accounting
TRAINNING
Completed in-house courses for Leadership Challenge to improve management skills
Successfully completed Introduction to Performance Measurement training with The Spaulding Group
TECHNICAL EXPERTISE
Proficient in Performance Analyst application, Word, Excel, Outlook, Power Point, Reuters and Bloomberg

Lyanne's resume

  • 1.
    LYANNE MY ON Itslyanne@gmail.com 510.388.3378  Oakland, California 94606 PROFILE Performance and Analytics Analyst, Senior Associate with over 10 years of experience in financial/business analysis including financial reporting, data gathering, and research. Known for analytical skills, team player, and detail oriented. Strong verbal, written, and interpersonal skills. Extensive knowledge of Excel, Outlook, Word, Bloomberg and Reuters reporting tool. PROFESSIONAL EXPERIENCE STATE STREET CORPORATION, Alameda, California 1998 - 2016 Performance and Analytics Analyst, Senior Associate 2008 - 2016 Provided complex analysis for large institutional clients related to the performance and attribution of client port folios or assets within their portfolios. Interacted and communicated with clients to address their needs, concerns, and inquiries. Planning and coordinating work with accounting groups in meeting client reporting needs and elevated issues as appropriate.  Calculated performance and provide timely delivery of daily, monthly, and/or quarterly performance, attribution, risk, universe, and customreports to clients including Calpers, Kaiser, Disney, State of Alaska, San Bernardino County,Sonoma County, Texas Muni, University of Washington,and Pinnacle West.  Prepared board report, investment committee report, and otherhigh level reporting.  Prepared and modify client procedures on an ongoing basis and ensure all critical client documentations are saved.  Performed monthly investment manager reconciliations for funds and responded to ad hoc requests by investment managers.  Performed attribution analysis of incremental return differences between portfolio and benchmark.  Managed and collaborated with our offshore team which included accuracy audit of portfolio accounting data and reports.  Worked with SSB Client Service Team and liaising with the Accounting department as required to resolve Client’s inquiries.  Monitored all aspects of new account set-up and account terminations. Accounting Operations Manager - Public Funds 2004 - 2008 Responsible for processing client requests, including account opening and closing, trade settlements, delivery of securities, cash disbursements, and maintenance of static account information.  Hired, trained, and managed a staff of five Portfolio Accountants.  Directly managed the daily and monthly activities of relationship management employees.  Managed overdraft coding to ensure accurate overdraft payments were charged to appropriate client accounts.  Ensured all monthly portfolio reporting met deliverables.  Recognition: Service Excellence Gold Award in 2007. Auditor 2000 - 2004 Audited over 100 Public Fund portfolios on a monthly basis including Equity, Fixed Income, Real Estate, mutual funds, and other types of investment portfolios.  Performance high level reviewed of Portfolio Accountants work to ensure the investment reports are accurate.  Provided job training for new hires.  Managed past due interest entitlements and taxreclaims on a weekly basis to limit payment delays.  Recognition: Peer Awards in 2002 and 2004. Senior Portfolio Accountant/Portfolio Accountant 1998 - 2000 Prepared daily, weekly, and monthly reports for more than 80 investment funds.  Reconciled cash balances, income, shares, and corporate actions.  Administered investment report for pension fund.  Researched failed trades and shares discrepancies for the most complexglobal equity and fixed funds.  Posted journal entries to Multi Horizon (In-house Accounting system), pricing, forecasted cash daily, and processed Client’s directed wires. EDUCATION California State University East Bay, California, 1997 Bachelor of Science degree emphasis in finance and accounting TRAINNING Completed in-house courses for Leadership Challenge to improve management skills Successfully completed Introduction to Performance Measurement training with The Spaulding Group TECHNICAL EXPERTISE Proficient in Performance Analyst application, Word, Excel, Outlook, Power Point, Reuters and Bloomberg