Josh Gray

Experience

• 

  LPL Financial

  Aug 2005 - Mar 2007

  Administrative Assistant

  Assisted financial advisors in placing market trades and managing client correspondence. Maintained client relationships through follow-up calls. Utilized systems such as Bill Good Gorilla to manage the daily planner and appointments. Performed fund and stock research using Morningstar and Bloomberg. Tracked client accounts and performance along with creating cost basis analyses with Microsoft Excel.

• 

  Franklin Templeton

  Mar 2007 - now

  Oversee team that develops fund and industry performance research/analytics for FT’s global products and markets. Guides and coaches others on the company’s business, products and customers. Collaborates with colleagues at all levels of the organization, including executive leaders across all lines of business: Sales, Marketing, Product Management, Portfolio, Boards, and others. Oversee team to develop competitor, market, and fund research/analytics for the firm's global products and markets. Communicate to senior management on current market position, sales activity, AUM ranking, and broad competitive trends. Guide and coach others on business products and customers while collaborate at all levels of the organization. Lead BI applications and identify changes or enhancements to existing technology. Lead team who analyzes industry trends, research, and competitive intelligence in the investment industry. Develop and oversee business intelligence tools that help support multiple departments in the company. Manage large amounts of data and transform into key insights for senior leadership. Identify and analyze trends in the global investment industry and present findings to senior management. Manage large amounts of data and transform using visualization tools to communicate overall goal. Perform competitive intelligence using various data analytical tools to recognize opportunities and make recommendations to management. Carry out ad-hoc and standard reporting to several levels of the organization including sales, accounting, and statistical measures. Forecast spends on contract renewals with print and shipping companies. Report on monthly vendor spends, print equipment usage, and various other performance-driven metrics. Utilize database system in FileMaker Pro to generate reports and record data. Gather information, prepare presentations, and deliver at quarterly department meetings. Assist in bidding process for work with outside vendors. Organize industry-wide consortium with leaders from different financial organizations. Provide marketing and sales support to Global Marketing. Create and update fund and statistical research using multiple business intelligence systems. Utilize applications to report on monthly performance and generate more efficient reporting. Create detailed procedures for reports and templates used for marketing updates. Collaborate with internal clients to analyze market and financial conditions to initiate new ideas for marketing literature. Upon completing Series (6 and 63) licenses and other education, respond to inbound clients’ calls/inquiries regarding the company's product solutions, capital market updates, fund performance, and fundamental portfolio construction. Participate in business development/campaign/scheduling sales calls across multiple product solutions and multiple distribution teams.

  • Lead Performance Analytics Manager

    Oct 2020 - now

  • Business Intelligence Manager

    Dec 2019 - Oct 2020

  • Lead Analyst

    Nov 2018 - Dec 2019

  • Senior Analyst

    Jun 2010 - Nov 2018

  • Financial Analyst

    Mar 2009 - Jun 2010

  • Research Analyst

    Apr 2008 - Mar 2009

  • Internal Sales Representative

    Mar 2007 - Apr 2008